Disclosure Management Settings
Last updated on 2024-10-17
Overview
In the Disclosure-Management Settings you can configure individual preferences for how certain areas of Disclosure Management are displayed. These will apply across the whole system:
- General display
- Data import display
- Display in MS Excel
The Disclosure Management Settings functional area is only available to users who have been assigned the roles of Global Administrator or Global Settings Administrator in the Role Management area of Disclosure Management, because these roles are the only ones with permission to manage system-wide settings (global settings). For more information on roles in Disclosure Management, see Creating and Editing User Roles for Disclosure Management.
Opening the Disclosure Management Settings
To open the Disclosure Management settings, go to the Disclosure Management function bar:
Disclosure Management menu bar
Options
In the Disclosure Management Settings, you can configure the following options. Each option is explained in more detail in the user interface.
Option
Description
General
General display settings:
General settings
Import
