When setting up an online account, there are two types of account roles available: Account Owner and Account Representative. Online accounts are always created first as an account owner, with account representatives added later as needed.
The Account Owner refers to the user who owns the account. When you first set up your account, you are set up as the Account Owner. Other account owners can add you as an account representative, and other account owners can be account representatives on your account. In sum, you can have your own account and be a representative on another account. As an account owner, you can view filings you submitted as well as filings submitted by your representatives.
To manage your account representatives, log in to the application. Select the Manage Account Representatives link in the Manage My Account pane on the Dashboard. Refer to Managing Account Reps/Account Owners for more information.
As an Account Representative, you can process filings for your account or on behalf of the account for which you are a representative. As an Account Representative, you can only view filings you submitted, not those that another account representative filed. Once you are an account representative, you will not be able to add other users as account representatives to your account. When you log in to the application as an account representative, the Manage Account Representatives link does not display on the Dashboard. And when processing a filing, you have the option of filing for the account owner or for yourself.
Related Information
Managing Account Reps/Account Owners