Every members of a workspace has a role, which determines their level of access to features. Workspace Owners can assign members the roles that provide the access they need.
Note: The access to Wdata features listed here is in addition to each role's access elsewhere in the Workiva platform.
To enable members to manage the Wdata workspace, including its files, chains, and settings, assign an administrative role:
- Workspace Owner, for members at your organization
- Workspace Support, for Workiva staff—such as your Customer Success Manager—to assist with the workspace
|Workspace Owner||Workspace Support|
|Access all tables, queries, and views in the workspace|
|Be a Viewer, Editor, or Owner on tables, queries, and views|
|Create new tables, queries, and views|
|Access and create chains in Chain Builder|
|Track usage and manage settings in Configuration|
Org security admin
From Configuration, workspace owners or support members can only view which chain connectors are enabled. To enable an administrative user to manage which connectors are available for use in chains, also assign them the Org Security Admin role.
To limit a workspace member's access to files—but not settings—in a Wdata, assign a non-administrative role.
- To enable read-only access, assign a Viewer, Starter, or Limited Starter role.
- To enable read/write access, assign an Editor, Professional, or Standard role.
|Viewer, Starter, or Limited Starter||Editor, Professional, or Standard|
|Be a Viewer on tables, queries, and views|
|Be an Editor or Owner on tables, queries, and views|
|Create tables, queries, and views|
By default, only administrative roles can access and create chains in Chain Builder. To enable members with an Editor, Professional, or Standard role to use Chain Builder, also assign them the Chain Owner role.