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

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  • Mike Davis

    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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