Create a workspace

Overview

You can create workspaces for teams to collaborate on data, documents, and processes. This lets you set up separate, controlled places in Workiva for departments or teams to manage their work.

Typically, you’ll create a workspace for each team or department at your company based on solution. As a best practice, work with your team to determine who should create and manage workspaces.

Note: There's a setting at the organization level that determines who can create a workspace. If you don't see the option to create a workspace, reach out to an Org Workspace Admin for help in creating a workspace. To learn more, see Set Access Restrictions.

Create a workspace

To create a workspace:

1. From Home, select Create and then click Workspace. 
   
2. Select one or more Workspace Solutions. 
   
   

   Note: If your Workspace Solution is database capable, contact your Customer Success Manager for assistance in creating the workspace. 

3. Enter a Workspace Name and select a Color. Optionally, you can add others as Workspace Owners or add Workspace Support Users. 
4. Click Create Workspace to finish.

When you create a workspace from Home, you are automatically set with the Workspace Owner role. As a Workspace Owner, you can manage the workspace settings and search for and invite anyone in the organization to the workspace. You can also designate others in a workspace as Workspace Owners as needed.

Note: If a workspace is created from Organization Admin, no Workspace Owner is assigned by default and the person creating it is not added to workspace. In this scenario, an Org Workspace Admin can then assign a Workspace Owner.

Editing workspace solutions

After a workspace has been created, Workspace Owners and Org Workspace Admins can edit the solutions by going to the workspace settings. Workspace Owners can only add solutions, while Org Workspace Admins can both add and remove solutions.

Note: If you want to edit restricted or V3 solutions, contact Workiva Support.

What’s next

Now that you’ve created a workspace, here are a few things to help you along the way:

• Invite Members to a Workspace
• Change a Member's Role
• Workspace Settings