In this article, Org User Admins and Workspace Owners 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 to an organization
From the Organization Admin page, Org User Admins can add users to an organization.
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 What is an organization?
Org User Admins can also:
Step 2: Add users to a workspace
After a user has been added to an organization, Workspace Owners can add users to a workspace from the Workspace Settings page.
Step 3: Assign roles and add users to groups
Workspace Owners can manage members, groups, and settings for a workspace. They can also designate other members in a workspace as Workspace Owners to share responsibilities of managing the workspace settings.
For more information, see: