General Q&A and discussion all about Org or Workspace Admin settings and security in Workiva
Hi all I am having a slight issue. I have trained another person in my dept to be my backup on a monthly document that we do. I have made him an owner but when we go into the file folder and copy for example May's monthly he cannot copy. Any id...
My understanding is that each Workiva user has a unique ID (in a format like, e.g., V0XVc2VyMpExNzYyNzQxODgx). This is in addition to their username/displayName, e-mail address, and possible SAML ID (if they've been mapped to one). However, that U...
I have several users who I have added to the SSO bypass group but when they try to login they are still getting prompted to login via SSO.I have double checked the emails in the sso bypass and the user itself are the same
Hi I am an ownner but there are a lot of requests from different peopel who want to get added to the workspace from my IT team getting directed to me, how to provide Org Workspace Admin access to the IT guys, so they can addd users to workspace? a...
To check permissions for a single user or Group in a workspace is very cumbersome. You need to open each document, spreadsheet, presentation to get a detailed view. There is no possibility today to see in one click which workspace files incl secti...
We have a new business leader in our organization who needs to get added to our Related Parties process. He's not currently in our workiva database so I cannot assign a task to him. How do I add individuals to workiva so i can assign him a task?
Hello, Can Permissions Groups be restored? Due to the permissions group that I was a member of no longer existing, as a workspace owner, I no longer have access to all the files within the workspace. If permissions groups cannot be restored, is i...
Is there a limit on the number of workspaces per account? Specifically, must the number of workspaces correspond to the solutions each company has, or can multiple workspaces be created for each module?
Since the follow-up request email copy the same content from the original request, it builds a lot of frustration and confusion at the recipient end, as they think they are getting the same request over and over again. Please come-up with a soluti...
Hi there, Is there an ability to add images to the text area of a certification (Processes)? Similar to what you have here in this Detail box the ability to " insert image ".
After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requ...
Hi, can you tell me how an admin can remove accidental changes to a spreadsheet or document? In the old days of section locking, it used to be quite straightforward to remove or share changes to unlock the section. We have a situation whereby on...
We have a user who'd name has changed and it's not obvious how to change their name in Workiva. We've tried deleting them from the system (okay for now but won't be later), but that doesn't seem to work either. A very common use case is marriage...
Hello all and thanks for clicking on. I have a workiva solution set in the USA, do users from EMEA need their own workspace or are they able to access it without restriction. Thanks for your time and please let me know if I need to clarify anything
I found an article about Permission Reports (last updated March 9, 2023), which states it's still in beta testing. Can I get in on the beta testing? And/or is there any guidance on when this feature might be available for use? It would be extre...
Hi, Is there a way to send mails from Workiva to a specific target (role) of end-users ?
After the Reviewer signs off on a Task stating that they reviewed the sheet is there a way to lock it? This is a SOX control issue for us because the legacy system prevents the Preparer and Reviewer to make edits after the sign off occurred.
We have just migrated from Certifications to Processes. In order to be a Process Owner, does the person need to have a particular Workspace role (like how in legacy Certifications, they needed to be a certification admin)? Additionally, is there a...
Is there a way for a Workspace Owner (or other role) to see which groups a given workspace member has been placed in? It's of course easy to see which members are in a given group through the UI, but I can't seem to find the inverse.
I am toying around with using the attachments feature for support documentation, but I have not found a good way to allow auditors access to both the document and the attachments without allowing them to see the live document and comments. I want ...
Hello, Is there a way to tell what folder a document or spreadsheet is housed in other than searching through various folders?
I have over 1200 users in certain groups within our Workspaces. Since the conversion to new "processes" functionality for certifications, we are still required to add members to groups by click each name separately to add them. With over 1200 user...
I am an org admin and I had chosen to be notified when people accessed our workspace and did certain things within WDesk to documents, etc... I no longer get these notifications and I cannot find where to make the selections. I was informed by cu...
Hi there, I would like to point out that the password complexity requirements for our users who do not and cannot use SSO (single sign-on) recently underwent a significant change without any notifications being sent to the admins of the Workiva to...
Hi, There are times where deleting a single file from the Trash would be helpful. Is this possible or will it be soon?
I fear I might have been the only one using the "People" functionality in the old Account Admin - but I used THE HECK outta that tool to see all the groups that a given user was a member of in a workspace. Is there any plans to incorporate that fu...
In our workspace, any added user is granted the Process/Control Owner role. Right now we have our auditors with both Process/Control Owner and Test roles. Can I remove Process/Control Owner roles from the auditors without affecting their ability...
Is there a way to include a placeholder in the file section of a Workiva instance? We are creating file structure templates within our Partner account to be shifted to client instances. Being able to create a placeholder where you can, at a late...
We needed to have our External Auditors defined to have read only access to our completed testing and evidence. This is a read only access. What we found is we need to define the external auditors to the External Auditor role and group. Without ...
