XBRL Permissions

XBRL permissions are set at the application level in CDM XBRL.

Application permissions dictate what you can and cannot do when you are managing the application as a whole.

Initially, users and user groups do not have any permissions set. You must explicitly allow permissions. Users inherit the XBRL permissions that are set for the group, but you can override the group permissions for an individual user.

Grant User Permissions for XBRL

By default, only the administrator can allow a user or user group to access functions for CDM XBRL without restriction. Initially, users and user groups do not have any permissions set. You must explicitly grant permissions.

To grant user permissions for XBRL:

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Security, double-click Application Permissions.
3. In the Users and Groups pane in the work area, select the user or user group that you want to grant permission to use CDM XBRL.
4. In the Application Permissions pane, expand XBRL.
5. Select the permissions for the user or user group. You can grant all permissions to the user or user group by selecting the Allow All checkbox.

   Permission	Description
   Manage Taxonomies	To add, edit, and delete taxonomies.
   Manage Projects	To add, edit, and delete projects. The user can create a project that associates a report and a taxonomy.
   Manage Namespaces	To add, edit, and delete namespaces.
   Manage Units and Measures	To add, edit, and delete units and measures.
   Manage Time Periods	To add, edit, and delete time periods.
   Manage Transformation Sets	To add, edit, and delete transformation sets.
   Manage Entity Schemes	To add, edit, and delete entity identifier schemes.
   Manage Entities	To 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	To associate time periods, units, and entity identifiers to a specified project.
   Manage Taxonomy Mappings	To map elements between two taxonomies.
   Manage Cache Manager Items	To 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	To allow access to add, edit, and delete an ad hoc linkbase.
   Tag Data	To 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	To generate an XBRL instance.
   Manage Extension Taxonomies	To manage the XET capabilities.
   Edit Extension Taxonomies	To have access to the XET capabilities.

6. Click Save.

After setting permissions for a user group, you can override these permissions for an individual user in the group.

Grant User Permissions for Filing

By default, only the administrator can allow a user or user group to access functions for CDM Filing without restriction. Initially, users and user groups do not have any permissions set. You must explicitly grant permissions.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under Security, double-click Application Permissions.
3. In the Users and Groups pane in the work area, select the user or user group that you want to grant permission to use CDM Filing.
4. In the Application Permissions pane, expand Filing.
5. Select the permissions for the user or user group. You can grant all permissions to the selected user or user group by selecting the Allow All checkbox.

   Permission	Description
   Manage Packages	Allows a user to manage a filing package.
   Manage Reporting Entities	Allows a user to manage a reporting entity.
   Perform XBRL Validation	Allows a user to test the filing report to ensure that the XBRL is valid.

6. Click Save.

After setting permissions for a user group, you can override these permissions for an individual user in the group.