General Q&A and discussion all about Org or Workspace Admin settings and security in Workiva
UPDATED AUGUST 2026 As mentioned on this post, we’ve been rolling out new password settings across all our appspots to better align with OWASP standards. First, thank you for your participation and patience, we’ve been making great headway, and al...
One feature that would significantly improve both security and usability is the ability to enforce SSO while still allowing email-based authentication links for certifications. Today, organizations must choose between requiring SSO for all users o...
Our organization is looking into using the IP Address Allowlist security feature. Does anyone else currently use this security feature for their organization and can provide insight on any issues they encountered once implemented (i.e. lock-outs,...
I've assigned my external auditors the external auditor role within my workspace. As a private company, we've historically allowed our auditors edit-access within Microsoft Word to drafts of our audited financials. In Workiva, would an external ...
We have a user that is helping administratively with access for our workspace. This includes adding and removing users from the workspace and adding/removing users from user groups within the workspace. There is no need for this user to have acces...
We have several users that only input information in Workiva on an annual basis. Because of this, we have had some users get automatically suspended due to inactivity. How long does a user have to be inactive before they get suspended? As an organ...
As a administrator I would like to see what groups a user is assigned to. I know I can open a group and see the assigned groupmembers. But It would be benefitial for me to see it the other way around and select a user to see the assigned groups.
Is there any way to create a bulk of empty groups? We are looking on efficient way of creating multiple groups in multiple workspaces, current procedure - create groups one by one by adding a person and later removing it is time consuming. We have...
Dear All, Could you point me to an article that explains the various roles on Workiva Internal audit modules. Some examples of this roles include +Dashboard(Full), +Data, +PBC Requests, +Remidiation, +Reports (Full). +Testing etc etc. BR TO
Hi, I have been asked to confirm if the SOC reports published cover all regions as we have 2 contracts, one for the US region and another for the EU region and our US colleagues need to know if the SOC report we downloaded for the EU region is the...
I use the Chrome browser which autofills my non-trivial password when I login. Workiva then emails me a 6-digit code that I have to enter within 10 minutes to complete the Multi-Factor Authentication. Every single time I enter an MFA code, the Chr...
My client ITAU UNIBANCO S/A has raised the following relevant point: Problem Description: When deleting a section within Workiva documents, all content in that section is automatically erased. Currently, there is no option to: Preserve the conten...
