General Q&A and discussion all about Org or Workspace Admin settings and security in Workiva
I found an article about Permission Reports (last updated March 9, 2023), which states it's still in beta testing. Can I get in on the beta testing? And/or is there any guidance on when this feature might be available for use? It would be extre...
I have followed the instructions to add all of the SAML ID on the first column and wDesk username on the second column, but it does not successfully map the user. Is there a template similar to what is needed to import users (bulk onboard)? ---- ...
Hi, Is there a way to send mails from Workiva to a specific target (role) of end-users ?
After the Reviewer signs off on a Task stating that they reviewed the sheet is there a way to lock it? This is a SOX control issue for us because the legacy system prevents the Preparer and Reviewer to make edits after the sign off occurred.
We have just migrated from Certifications to Processes. In order to be a Process Owner, does the person need to have a particular Workspace role (like how in legacy Certifications, they needed to be a certification admin)? Additionally, is there a...
This post is an update to the following: Upcoming Classic Admin Changes Upcoming Classic Admin Changes - Phase 1 Upcoming Classic Admin Changes - Phase 2 Upcoming Classic Admin Changes - Phase 3 As a reminder, we are continuing our efforts to...
Is there a way for a Workspace Owner (or other role) to see which groups a given workspace member has been placed in? It's of course easy to see which members are in a given group through the UI, but I can't seem to find the inverse.
I am toying around with using the attachments feature for support documentation, but I have not found a good way to allow auditors access to both the document and the attachments without allowing them to see the live document and comments. I want ...
Hello, Is there a way to tell what folder a document or spreadsheet is housed in other than searching through various folders?
I have over 1200 users in certain groups within our Workspaces. Since the conversion to new "processes" functionality for certifications, we are still required to add members to groups by click each name separately to add them. With over 1200 user...
I am an org admin and I had chosen to be notified when people accessed our workspace and did certain things within WDesk to documents, etc... I no longer get these notifications and I cannot find where to make the selections. I was informed by cu...
Hi there, I would like to point out that the password complexity requirements for our users who do not and cannot use SSO (single sign-on) recently underwent a significant change without any notifications being sent to the admins of the Workiva to...
Hi, There are times where deleting a single file from the Trash would be helpful. Is this possible or will it be soon?
I fear I might have been the only one using the "People" functionality in the old Account Admin - but I used THE HECK outta that tool to see all the groups that a given user was a member of in a workspace. Is there any plans to incorporate that fu...
A few users that I invited on my workspace within the last days have encountered this error message when trying to log in for the first time, despite having all the right permissions and their passwords matching the security criteria. Did anybody ...
In our workspace, any added user is granted the Process/Control Owner role. Right now we have our auditors with both Process/Control Owner and Test roles. Can I remove Process/Control Owner roles from the auditors without affecting their ability...
Is there a way to include a placeholder in the file section of a Workiva instance? We are creating file structure templates within our Partner account to be shifted to client instances. Being able to create a placeholder where you can, at a late...
We needed to have our External Auditors defined to have read only access to our completed testing and evidence. This is a read only access. What we found is we need to define the external auditors to the External Auditor role and group. Without ...
How do I manage users that left the company? Originally I simply removed the name from the Person data type in the SOX database and deleted the user from the Workspace and Organization. However, I noted that this has an impact on document history ...
Hi, I saw that login passwords to Wdesk will need to be 16 characters, but am unsure when or how this requirement will be rolled out to users. Thanks, Barbara
Due to Security reasons, we cannot use the Chat function. Looking for a configuration to disable the use of Chat (remove the Chat option or grey out the use of chat so that it can't be selected).
Is there a way to automate the user addition to workspace? Usually we go to workspace and add the user to the group and send welcome email. Looking for a way to automate it.
Looking to generate efficiencies to transport workbook (excel data linked to word type document), formulas and links from one module to another. We have found some data generation will assist another area however do not want to have to recreate s...
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 des...
For at least several weeks, I have no longer been able to search for a given user's name within a user group. This is especially problematic when a user group has hundreds of users. We need to be able to search for a user's name to easily remove t...
Hi Team, Could you please advise what version of Apache log4j version has been patched on Workiva? Thanks, Neelima
In the workspace - can we request a setting or role to potentially hide the person icon for all users except Workspace Owners/Admins. ie so that not every user can see what access other users have.
I'm adding a new person to our workspace, I'd like to be able to add them directly to a group so I can apply their permissions, even before they've accepted the invitation, so that they can't see the rest of our files. Is there a way to do this?
Is there a way to sort users? Right now I have 34 users in the workspace and only 12 are from our organization, the rest are from Workiva, and I can easily see this getting out of hand. Is there an option to remove the Workiva users from this view...
