Workiva Support Center

From your Sustainability Reporting workspace, you can craft responses to your company's CDP questionnaire in collaboration with other workspace members. To help protect sensitive information and ensure collaborators focus on only their relevant questions, Questionnaire Owners can set workspace members' permissions to determine members' access to the questionnaire and its modules. 

Set permissions

To set permissions:

1. Choose whether to set permissions to the questionnaire or a module:
   • To the questionnaire, click Permissions key from the questionnaire's overview.
     
   • To a module's questions, click Permissions key from the module. 
     

2. Choose the permission access for each group or collaborator as necessary. 
   

   Tip: To view only specific collaborators, search for them by name, or click Filter to view collaborators based on their permissions.

3. Click Close.

Permissions access

The permission selected for a collaborator or group determines their access to the questionnaire or module.

Tip: To restrict a collaborator's access altogether — such as to a module they shouldn't view — click Remove.

Note: Permissions to a module override permissions to the overall questionnaire. For example, a collaborator can be a Viewer of the questionnaire and an Editor of only the modules they respond to.