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Disclosure Studio - User Management

This article is intended for: Administrators of Disclosure Studio.

Use this article after: you have begun to work on and publish your ACFR, and are ready to include team members.

Note: You can click on any image below to zoom in. 

As you begin to work on and publish your ACFR, you may wish to bring on different team members to assist in the process. There are a couple of steps to adding users. Select the step below to jump directly to that section of the article.

Add Users

Follow the steps below to add users to User Management:

  1. Inside Gravity, select the Settings button located in the lower left-hand corner of the screen.
  2. From inside Settings, select the User Management tile.
  1. In User Management, select the +Create user button in the upper left corner of the User Management table.
  2. In the create user pop-up box, enter the following details for the new user, and then select the Create button.
    • The user's email address
    • The user's First and Last name
    • Set a Password for the user

Edit a User's Permissions

Once users have been added to User Management, you can update their permissions at any time by following these steps.

  1. To edit user permissions, select the key icon 🔑 in the user row.
  2. Select the check boxes to the left of each permission level to provide or revoke permissions for the selected user.
    • Note: To expand or collapse any permission set, select the chevron icons.
  3. Once you have given the user the correct permissions, select the Apply button.

User Management Permission Types

There are two types of permissions in User Management: Report Permissions and Application Permissions. Let's walk through each of these below.

Report Permissions give the user the ability to take actions inside of Disclosure Studio, like opening a report, editing a report, and taking action on sections.

Pro-Tip: Select the drop-down menu to find and choose the report to which you want to provide or revoke access.

Application Permissions control a user's ability to access and take action inside of Disclosure Studio or MDFM.

Note: access to specific document sections will be managed separately within Disclosure Studio. Learn about that process here.

Need a Bit More Help with User Management?

Learn more with this video: User Management in Disclosure Studio

 



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