Guide to adding new team members

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 adding 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: Add to workspace

After a user has been added to an organization, Workspace Owners can add them to a Workspace from Workspace Settings.

Step 3: Assign roles and add to groups

Next, add members to groups and assign the appropriate role need. For additional help, see  the articles linked below based on your role.

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
• Add users 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:

• Add users to an organization
• Assign organization roles
• Manage users of the organization