How to manage and renew Tokens?
Somewhat confusingly, Account Administrators can’t manage any tokens, other than their own personal User Tokens. The SEC has a separate role, known as Technical Administrator, whose sole responsibility is the creation and maintenance of the Filer API Tokens. Note that a single user can be both an Account and Technical Administrator, and Workiva recommends that all users adopt both roles.
Also note that the enrollment process does not support the creation or assignment of Technical Administrators, so filers will need to enroll, log into the Filer Management dashboard, select two or more users to be Technical Administrators, wait for two or more of those users to accept the role, and only then will they be able to create and manage the Filer API Tokens. This is one good reason why choosing to delegate to Workiva, even if you intend to use your own credentials/tokens, is a wise decision since it eliminates the extra steps to assign Technical Administrators and manage the Filer API Tokens.
Individual users are the only entities able to create and refresh their User Tokens. Even an Account or Technical Administrator can not access or modify another user’s User Token.
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What happens when your User Token has expired because 30 days is pretty often especially if you only login to file every 90 days. Also, what if a User leaves the company unexpectedly? How do you remove that User Token and User from filing?
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