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Workiva Roles - Unable to identify the meaning of some of the roles

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Hi Team,

Greetings for the day.

We have checked all the available articles regarding the workspace roles, but we didn't find definition of some of the roles that are available in our workspace.

It would be really helpful for us if we can get a description of the below mentioned roles, explaining their impact in workspace.

  • +Dashboard
  • +Data
  • +PBC Request
  • +Preparing
  • +Report
  • +Testing
  • Custom field admin
  • External Audit
  • Form Layout Editor
  • Manager
  • Preparer
  • Process/Control owner
  • Reviewer
  • Section 16 filer
  • Task admin
  • Tester
  • XBRL Manager

Thanks for your time on this.

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  • Mike

    Welcome to the Community, Umang!

    Thanks for the question. Happy to help answer this one.

    Most of the roles you are seeing there are Database roles (SOX, Audit, Risk, etc.). Some are feature add-ons, which are +Dashboard, +Data, +PBC Request, +Preparing, +Report, and +Testing, and others are just OOTB Database roles, like External Audit, Form Layout Editor, Manager, Preparer, Process/Control Owner, Reviewer, and Tester. The other roles listed are available Workspace roles, including Section 16 Filer, Task Admin, and XBRL Manager. Your one outlier here is Custom Field Admin, which is not a standard role but one that was recently deployed to our GSR solutions. This is related to editing APIs. Does that mesh with your solution type?

    Let me know what questions you have there and if you need any further clarification on anything. Below are some articles that should list the info above.

    Here's an overview of the Database roles.
    Here's info on feature add-ons
    Here's info on Workspace roles

    Thanks again and have a super day!

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