Understanding organization roles
Roles allow you to set access for members at the organization level. At the organization level, there are a few types of admin roles–Org User Admins, Org Workspace Admins, and Org Security Admins. Each role provides unique access to help you set who can manage settings for an organization.
By default, all users in an organization are an organization member, which allows them to be added to a workspace. Based on the role assigned, people may receive emails from time to time with updates or important information.
Roles at the organization level are different than roles at the workspace level. To learn more about roles at the workspace level, see Workspaces Roles.
Types of organization roles
There are several different roles available at the organization level, each with their own level of access.
Organization Member is the default role for all members of an organization and allows users to be added to a workspace.
Org User Admins can add, remove, update and view users in your organization, manage organization settings, and view organization activities.
Org Workspace Admins can manage all workspaces, workspace settings, members, roles, and groups, create new workspaces, view all activity in all workspaces, and view organization activities.
Org Security Admins can view, update, and manage organization security settings, such as password settings, access restrictions, and SAML single sign-on, and view organization activities.
Data Access Admins can create and manage database partitions for an organization. This only applicable for organizations using the database and is reserved for Workiva Support Users.
To learn more about applying a role at the organization level, see Update an organization role.
Roles and available actions
Read the table below to see more of what each admin role can do at the organization level.
|Org User Admin||Org Workspace Admin||Org Security Admin|
|Add users to the organization|
|Resend welcome email|
|Reset user passwords|
|Update users details|
|Export a list of users|
|Remove users from the organization|
|Manage password settings|
|Manage sign-in and session options|
|Set access restrictions|
|Manage single sign-on settings|
|Manage encryption keys|
|Manage identity providers|
|View organization activities|
|Export organization activities|
|Create new workspaces|
|View all workspaces|