General Q&A and discussion all about Org or Workspace Admin settings and security in Workiva
Is there a limit on the number of workspaces per account? Specifically, must the number of workspaces correspond to the solutions each company has, or can multiple workspaces be created for each module?
Since the follow-up request email copy the same content from the original request, it builds a lot of frustration and confusion at the recipient end, as they think they are getting the same request over and over again. Please come-up with a soluti...
Hi there, Is there an ability to add images to the text area of a certification (Processes)? Similar to what you have here in this Detail box the ability to " insert image ".
After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requ...
Hi, can you tell me how an admin can remove accidental changes to a spreadsheet or document? In the old days of section locking, it used to be quite straightforward to remove or share changes to unlock the section. We have a situation whereby on...
We have a user who'd name has changed and it's not obvious how to change their name in Workiva. We've tried deleting them from the system (okay for now but won't be later), but that doesn't seem to work either. A very common use case is marriage...
Hello all and thanks for clicking on. I have a workiva solution set in the USA, do users from EMEA need their own workspace or are they able to access it without restriction. Thanks for your time and please let me know if I need to clarify anything
One of the users in my Wdesk workspace is showing '[INACTIVE CPO]' after his name that is displayed. Why is this happening and where is this appended tag coming from? I don't see it in his Person record or when I look at his record in the Organiza...
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.
