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 an organization level setting 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 the "Update workspace and user restrictions" section in Set access restrictions.
Create a workspace
To create a workspace:
- From Home, select Create and then click Workspace.
- 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.
- Enter a Workspace Name and select a Color Swatch.
You can optionally add other users as Workspace Owners or as Workspace Support Users. If you add Workspace Support Users, be sure to set an expiration date for when those support users workspace memberships will expire.
Note: Workiva supports special characters and accented letters for Workspace Names.
- Click Create Workspace to finish.
When you create a workspace from Home, you are automatically given 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.
Edit 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.