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New users recently added to a Workspace can't see the reports where they were assigned as collaborators

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Hi,

I just added four users, invited them to the workspace, created a group exclusive for them, created the SSO mapping, added them to a report as viewers, and still can't see it.

What am I missing?

Thanks!

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  • Mike Davis

    Hi Jonathan!

    Thanks for the question. Based on your description, my assumption here is you are talking about the Workiva Database or SOX/Controls Management and/or Audit. If so, the Database also requires additional roles to see items. If you want to give your team view-only access to reports, they will need either the Process/Control Owner or External Audit role to only view reports. More info on the roles available can be found here on our Help site:  Database roles and available actions.

    If I've miss the mark or you have any follow-ups for me, let me know and I'll be happy to help however I can. Thanks again and have a great day!

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