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Enable the Disclosure Desk Permission

Overview The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, yo...

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Written by Foster Siebken

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to grant a user access to Disclosure Desk.

How to Use

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

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Select the Users tab:

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Select the pencil/paper icon towards the right hand side of the user's name to edit:

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Check the box for Permission - Disclosure Desk and select Save to confirm the change:

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Success! The user will now have access to views the Disclosures tab and see disclosure status.

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