In this article, Workspace Owners and Org User Admins can learn the basics of adding new team members to Workiva. Here's the general workflow for adding new users to an organization and then inviting them to a workspace.
Step 1: Add new users
From Organization Admin, Org User Admin can create and add new users to the organization.
Step 2: Invite to workspace
After a user has been added to an organization, Workspace Owners can invite them to a Workspace from Workspace Settings.
Step 3: Assign roles and add to groups
I'm a Workspace Owner
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.
At the workspace level, Workspace Owners can:
- Manage workspace settings, such as the workspace name, and color
- Invite members to a workspace
- Change roles and manage members
- Manage groups
- Manage files in a workspace
- View activities in a workspace
I'm an Org User Admin
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.
Org User Admins can: