In this guide, we’ll cover the basics of switching from managing settings in Account Admin to administering your company's connected workspaces using Organization Admin and Workspace Settings.
- The difference between an organization and workspaces
- Which settings can be found at the organization vs. workspace level
- What settings workspace owners and org admins can change
What is a workspace?
Workspaces let you create separate places in Workiva for departments or teams to collaborate. They are how you organize teams and files into secure, controlled spaces. An example is SEC and SOX teams each having their own, individual workspaces. Workspace Owners can manage workspace files, members, and settings.
What settings are at the workspace level?
At the workspace level, Workspace Owners can:
- Manage workspace settings, such as the workspace name, and color
- Invite members to a workspace
- Update roles and manage members
- Manage groups
- Manage files in a worksace
- View activities in a workspace
What is an organization?
An organization connects all workspaces at your company. Everyone belongs to the organization but may only be members of some workspaces.
At the organization level, there are three main types of admins – Org User Admins, Org Workspace Admins, Org Security Admins. They manage all users and workspaces in one central location.
What settings are at the organization level?
Org Admins can access organization settings by clicking their name in the lower left corner and choosing organization admin.
Org User Admins can:
- Add users to the organization
- Assign organization roles
- Manage users of the organization
- View organization activities
Org Workspace Admins can:
- Create new workspaces
- Manage all workspaces and workspace settings
- Manage workspace members, roles, and groups
- View all activity in all workspaces
Org Security Admins can: