Custom roles let you tailor permissions to match how your team works. They can help you give people the access they need while limiting access to sensitive or unnecessary actions. This article explains how to request a custom role in your workspace.
Why custom roles are useful
A custom role is a role with permissions that are adjusted for your workspace needs. Instead of using a standard role as-is, you can request a role that better fits a specific job function, team, or workflow. This can help improve security, reduce confusion, and make it easier for people to do their work efficiently.
Before you request a custom role
Before you request a custom role, make sure you know what the role should be used for and which permissions it needs. Custom roles can only be configured by a Workiva Support User.
How to get a custom role created
To get a custom role created for your workspace, contact your dedicated Customer Success Manager. They will help gather the details needed and configure the role.
Information to include in your request
- Role name: Use a clear name that describes what the role is for.
- Permissions needed: List the exact actions or access the role should have.
- Business context: Explain why the role is needed and who will use it, if applicable.
What happens after you contact your Customer Success Manager
After you contact your Customer Success Manager, they will review your request and may ask for more information. If the request is approved, they will create or update the custom role for your workspace. If changes are needed, they will let you know what to revise.
Notes and limitations
Custom roles can only be configured by a Workiva Support User. Requests with incomplete permission details may take longer to review. Approval is not guaranteed and depends on your workspace setup and permission requirements. Your workspace may have additional internal approval steps before a role is created.
Need help?
If you are unsure which permissions to request, or if you need help confirming the details for your custom role, contact your dedicated Customer Success Manager, who is a Workiva Support User, for guidance.