In this guide, you’ll learn the basics of using workspaces and what settings can be found at the workspace and the organization level.
What is a workspace?
Workspaces let you create separate places in Workiva for departments or teams to collaborate. They are how you organize teams and files into secure, controlled spaces.
Use workspaces to separate documents, data, and processes, ensuring the right people have the right access to information. An example is Financial Reporting and SOX teams each having their own, individual workspaces. Solutions are how you enable additional functionality in a workspace, such as XBRL, Filing, and more.
¿Qué son los roles del espacio de trabajo?
Every member of a workspace has a role, which provide access to features. Los propietarios de espacios de trabajo pueden asignar a los miembros un rol para determinar lo que pueden hacer en un espacio de trabajo.
You can view your role and the role of other members in a workspace by clicking the People icon in the top left corner. This is helpful when you need to find a Workspace Owner to help with file permissions.
To learn more, see Understanding Roles and Workspace Roles.
Who are Workspace Owners?
Workspace Owners can manage files, members, groups, and settings for a workspace. They can also designate other members in a workspace as Workspace Owners to share responsibilities of managing workspace settings.
At the workspace level, Workspace Owners can:
- Manage workspace settings, such as the workspace name, and color
- Invitar miembros a un espacio de trabajo
- Change roles and manage members
- Administrar grupos
- Administrar archivos en un workspace
- View activities in a workspace
¿Qué es una organización?
An organization connects all workspaces at your company. Everyone belongs to the organization but may only be members of some workspaces. Typically, you’ll have one organization for a company, and then each of your teams or departments will be organized into separate workspaces.
A nivel de organización, hay tres tipos principales de administradores: Administrador de usuarios de la organización, Administrador de espacios de trabajo de la organización y Administrador de seguridad de la organización. Pueden gestionar la configuración de la organización, los usuarios y los espacios de trabajo en una ubicación central. To learn more, see Working with Organization Settings.
Org User Admins can:
- Añadir usuarios a la organización
- Assign organization roles
- Manage users of the organization
- Ver actividades de la organización
Org Workspace Admins can:
- Crear nuevos espacios de trabajo
- Manage all workspaces and workspace settings
- Manage workspace members, roles, and groups
- View all activity in all workspaces
Org Security Admins can:
- Gestionar las opciones de inicio de sesión y sesión
- Gestionar la configuración de la contraseña
- Set access restrictions for IP addresses or email domains
- Gestionar la configuración de inicio de sesión único/Single sign-on
- Configure SAML SSO
- Gestionar y aprovisionar usuarios con SCIM
- Ver actividades de la organización
Y ahora qué
Here are a few resources to help get started with workspaces and invite your team: