Workiva Support Center

As a Service Provider Admin, you can add users to multiple organizations and workspaces at once. This means that you don’t have to spend time adding users to many organizations and workspaces one at a time.

Add a single user

To add a user to organizations and workspaces:

1. Go to the Service Provider Admin portal.
   
2. On the People tab, click Add and then Add user.
   
3. Enter the user information and click Next.
   

   Note: If the user already exists in an organization, you can still follow these same steps to add them to other organizations and workspaces.

4. Select the authentication organization. If you select Provider Admin Organization, you’ll be able to add the user to any organizations and workspaces that belong to you as the Service Provider Admin. If you select Client Organization, you’ll be able to add the user to only the selected client organization and the workspaces that belong to that organization.
   

   Note: If you have a standardized IdP that you use for all end clients, you might want to select Provider Admin Organization.

   
5. After selecting the authentication organization, select the organizations and workspaces to add the user to. Click Next.
6. Choose notification options to send a welcome email to the user or notify the user that they’ve been added to the workspaces.
   

   Note: If you uncheck Send welcome email to new users, only Org User Admins will be able to resend it.

7. Click Finish.

Add users in bulk via CSV file

To add a list of users to organizations and workspaces via CSV file:

1. Go to the Service Provider Admin portal.
   
2. On the People tab, click Add and then Add users via file.
   
3. Click Download Template to help you with accurate formatting, and fill out the template. Usernames must be unique and email addresses must be valid. If you're using your own file, make sure that the column headings match the headings in the template. A valid CSV file looks like this:

   First Name,Last Name,Email,Username
   Mark,Curtis,markcurtis@gmail.com,markcurtis
   Elizabeth,Barkley,elizabethbarkley@gmail.com,elizabethbarkley

4. Upload the file.
5. Select the authentication organization. If you select Provider Admin Organization, you’ll be able to add the users to any organizations and workspaces that belong to you as the Service Provider Admin. If you select Client Organization, you’ll be able to add the users to only the selected client organization and the workspaces that belong to that organization.
   

   Note: If you have a standardized IdP that you use for all end clients, you might want to select Provider Admin Organization.

6. Click Next.
7. Review the list of users that were obtained from the file, and click Next.
   
8. Select the organizations and workspaces to add the users to. Click Next.
   
9. Choose notification options to send a welcome email to the users or notify the users that they’ve been added to the workspaces.
   

   Note: If you uncheck Send welcome email to new users, only Org User Admins will be able to resend it.

10. Click Finish.