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how to add someone to workiva system

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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?

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  • Mike Davis

    Hi Daniel!

    Sorry for my delay in getting to your question. You may have already found the answer but in order to get your new business leader assigned a Task, they'd need to be a member of your Organization and Workspace where the Related Parties process is found. Here's a Help article on that process but do let me know if you have any follow-ups.

    Thank for reaching out and have a great day!

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