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Organizing users in workspace

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  • Benjamin Wagner

    Hi Megan,

    Great question thanks for reaching out! There is not a specific checkbox within the Workspace Roles filter to select for just the members of your company but I will happily share your suggestion with our product team. However in the meantime, there are a few workarounds that could be beneficial:

    1. Under Workspace Roles you can select all of the roles except Workspace Support User. This might not filter everyone that's with Workiva as a few key members may have larger roles, however this will filter out most Workivians in your workspace as this is the assigned role they are given in customer accounts.
    2. Under the search bar within the People Page, typing in the email of your company will filter out anyone who does not have that email. So in your case, all users with an email that is @workiva.com would be filtered out. This would allow you to only see users with your company's email.
    3. The last workaround would be to create a group for all members of your account that are within your company. Instructions on how to create groups can be found here.

    Hope you find this helpful, please let us know if you have any questions or concerns have a great day!

    Cheers!

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