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"Limited Starter" role, Workiva Tasks & ESG data collection

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    Steve Stegelin

    Hey Andrew, that's a great question! No special role is required for a member to access their ESG data collection or approval tasks in Workiva Tasks; that access is automatic by nature of their task assignment. This includes the ability to view any reference attachments or upload supporting attachments as part of their task. 

    The ability to view ESG Explorer content or open ESG Explorer from Workiva Tasks does require the ESG role, however. To share that content with an assignee or approver who doesn't have the ESG role, you may want to include the relevant guidance as part of their instructions or upload the PDF from the issuing body as a reference attachment.

  • Andrew McKenzie

    Great and thanks Steve Stegelin.

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