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Tagging XBRL Manager

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Hi,

how can I prevent XBRL Manager from creating facts? The users have the role XBRL Manager and Editor rights for a document. After tagging, I change the rights for the document from Editor to Viewer, but the users are still able to create facts.

best regards

Benjamin

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  • Mike Davis

    Hi Benjamin!

    I chatted with our experts on this. One solution that is possible here is a custom role to be created that would be allowing only viewer rights to a file and access to XBRL. This feature for custom roles is not possible for a customers but a Workiva Support User in your Org can create it, i.e. likely your CSM. We'd suggest reaching out to them to see about this possibility.

    Let me know if you have any questions here or need anything else.

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  • Benjamin Heim

    Hi Mike,

    thank you for looking into this. I will discuss this with our CSM at our next meeting.

    best regards

    Benjamin

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