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.
Use workspaces to separate documents, data, and processes, ensuring the right people have the right access to information. An example is SEC and SOX teams each having their own, individual workspaces. Solutions are how you enable additional functionality in a workspace, such as XBRL, Filing, and more.
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. Typically, you’ll have one organization for a company, and then each of your teams or departments will be organized into separate workspaces.
At the organization level, there are three main types of admins – Org User Admins, Org Workspace Admins, and Org Security Admins. They can manage organization settings, users, and workspaces in one central location.
To learn more, see Working with Organization Settings.
Every member of a workspace has a role, which provide access to features. Workspace Owners can assign members with a role to determine what they can do in a workspace.
You can view your role and the role of other members in a workspace by clicking the People icon in the top left corner. This is helpful when you need to find a Workspace Owner to help with file permissions.
Workspace Owners can manage files, members, groups, and settings for a workspace. They can also designate other members in a workspace as Workspace Owners to share responsibilities of managing workspace settings.
Workspace Owners can:
- Manage workspace settings, update the workspace name, and color
- Manage members and roles, add and remove members, update roles
- Manage groups, create groups, add and remove people in groups
- View, filter, and export activities in a workspace