Manage Workiva Generative AI enablement for the organization

Note: Workiva Generative AI is available for any customer who has signed the Generative AI Terms of Use. Once signed up and approved, Generative AI is enabled for the organization and all existing and newly added workspaces within that organization by default. Org Admins can manage this enablement by restricting Generative AI to specific workspaces or disabling Generative AI for the entire organization as needed.

When a customer signs up for Workiva Generative AI, Generative AI is enabled for the organization and all existing and newly added workspaces within that organization by default. Org Admins can manage this enablement by restricting Generative AI to specific workspaces or disabling Generative AI for the entire organization as needed.

Manage Workiva Generative AI enablement for the organization

To manage Workiva Generative AI enablement for the organization:

1. Click your name in the bottom left, then select Organization Admin.
2. Go to the Overview page.
3. Click the Configuration tab and click Generative AI.
4. Use the Enable Gen AI Module toggle to enable or disable Generative AI for the organization as needed.
   • If you’d like to enable Generative AI for at least some workspaces in your organization, leave the Enable Gen AI Module toggle on. Then, you can choose the specific workspaces where you want to enable or disable Generative AI.
   • If you’d like to disable Generative AI for the whole organization and all workspaces within that organization, turn the Enable Gen AI Module toggle off.
5. Select the AI Providers (Large Language Models) that you'd like to make available to users in the organization. To get better results, enable all providers so users can leverage their unique strengths for different tasks. Learn more about Workiva's licensed AI Providers.
   

   Note: The AI Provider options may vary depending on your region. Stay tuned as we expand AI Provider availability!

6. Click Save changes.
   

Users in the organization will now be able to use Workiva Generative AI to help simplify their work and boost their productivity.