Application Permissions

Permissions are set at the application level or report level or both in CDM. Application permissions determine what you can and cannot do when managing the application as a whole.

Security and Workflow

Permission	Allows the user the ability to
Manage Permissions for Users and Groups	Grant permissions to specific users or user groups to create and modify users and user groups, to manage permissions for the users and user groups that they create, and to change password for other users
Manage Workflow Templates	Create, modify, associate, and delete workflow templates, and get the list of active users and groups for the workflow
Manage Notifications	Manage subscriptions and configure notifications and templates. Notifications are used in CDM to create and send users automated emails that include required information. For example, when users change the workflow status for a section or report object, they can automatically receive an email reminding them to notify the person responsible for the next step in the workflow. See Email Notification for Workflow Processes.
Manage Resources	Manage custom groups, workflow states, or report object templates
Import Report	Import or export reports. See Import CDM Report and Export Reports
Site Administration	Access Site Administration in Certent 365

Data Management

Permission	Allows the user the ability to
Manage Data Sources	Create, edit, and delete data sources
Manage Query Variables	Manage query variables at the application level
Manage Data Queries	Create, edit, and delete data queries
Manage Expiration Policies	Work with expiration policies for data sources
Manage Tasks	View, add, edit, manage, and delete task lists and tasks
Manage Macros	Manage macros that are output at generation (see Macros in Generated Output)

Report Object Management

Permission	Allows the user the ability to
Manage Report Object Checkin/ Checkout	Check in a report object that another user has forgotten to check in (see Force Check-in)
Create Standard and Cascade Report	Create reports and modify the properties of reports
Delete Report	Delete a report
Change References	Change references from the reference object or from the report

Dashboard

Permission	Allows the user the ability to
Manage Dashboard	View, add, edit, manage, and delete custom dashboards
View Dashboard	View existing dashboards

View

Permission	Allows the user the ability to
Manage Checklists	Manage all checklists
Manage Reports	Use the Reports section in Administration
View Audit Trail	View an audit trail. See also Report Permissions > Audit Trail > View Audit Trail.
View Tasks	View and mark tasks in a list as complete or incomplete
Manage Desktop Publishing Styles	Work with desktop publishing styles. See also Report Permissions > View > Manage Desktop Publishing Tags.

Filing

Permission	Allows the user the ability to
Manage Packages	Manage a filing package
Manage Reporting Entities	Manage a reporting entity
Perform XBRL Validation	Test the filing report to ensure that the XBRL is valid

XBRL

Permission	Allows the user the ability to
Manage Taxonomies	Add, edit, and delete taxonomies
Manage Projects	Add, edit, and delete projects. The user can create a project that associates a report and a taxonomy
Manage Namespaces	Add, edit, and delete namespaces
Manage Units and Measures	Add, edit, and delete units and measures
Manage Time Periods	Add, edit, and delete time periods
Manage Transformation Sets	Add, edit, and delete transformation sets
Manage Entity Schemas	Add, edit, and delete entity identifier schemes
Manage Entities	Add, edit, and delete entity identifiers. When you grant permission to manage entities to users, you are not automatically granting them permission to manage entity schemes
Manage Project Associations	Associate time periods, units, and entity identifiers to a specified project
Manage Taxonomy Mappings	Map elements between two taxonomies
Manage Cache Manager Items	Load all the prerequisite files that are needed to load taxonomies. This is useful for users who have restricted access to the internet and might not be able to go online to get taxonomy files
Manage Formula Linkbases	Allow access to add, edit, and delete an ad hoc linkbase
Tag Data	Tag data that is associated with a project. This is useful for users who can review tagged data but cannot modify the tags. The user is granted permission to add, edit, and delete the contents of tags and footnotes. If the Tag Data permission is not given, the user cannot refresh data
Generate Instance Document	Generate an XBRL instance
Manage Extension Taxonomies	Manage the XET capabilities
Edit Extension Taxonomies	Access the XET capabilities

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