Manage users

Within Organization Admin, you can manage users in your organization to:

• Update usernames
• Edit user details
• Reset your passwords
• Suspend users
• Activate users

You can also use the People section to search for a specific user or view all users and filter by license or role. 

Change a username

To change a user's username:

1

In Organization Admin, click People .

2

Find the person by searching by name or username and click on the row to select the user.

3

Enter the new username.

4

Check the box Yes, I'm sure to confirm you'd like to change the username.

5

Click Apply Changes.

When you change a user's username, they'll receive an email notifying them of their new username.

Edit user details

To edit user details in your organization, such as name, email, or license:

1

In Organization Admin, click People .

2

Find the person by searching by name or username and click on the row to select the user.

3

Make any updates and click Apply Changes.

When you change an email address for a user, an email is sent to both the old and new email addresses informing the user about the change.

Reset a user's password

You can reset a user's passwords if they forget their password. When you reset a user's password, it disables their current password and they are sent an email with a reset link that expires in 24 hours.

To reset a user's password:

1

In Organization Admin, click People .

2

Find the user by searching or scrolling through the list. Check the box next to their username.

3

Click Reset Password in the toolbar. 

4

Click Reset Password in the dialog to finish.

Suspend users

When you suspend a user, they are suspended from your organization and from the workspaces where they're a member. They won't be able to access Workiva while suspended. You can suspend one user at a time, or select multiple users to suspend at once.

To suspend users:

1

In Organization Admin, click People .

2

Use the checkboxes to select the user or users you want to suspend. 

3

In the toolbar, click Remove and select Suspend users. 

4

Click Suspend to confirm that you understand that the selected users won't be able to access Workiva once suspended.

See Remove a user if you want to fully remove a user from your organization.

See Remove a member if you want to remove a member from a workspace.

Activate users

When you activate a suspended user, they can access Workiva again and their memberships to your organization and to their previous workspaces are restored.

To activate users:

1

In Organization Admin, click People .

2

Use the checkboxes to select the suspended user or users you want to activate. 

3

In the toolbar, click Add and select Activate users. 

4

Click Activate to confirm.

Related articles

Overview of Organization Admin

Add users to an organization

Remove a user