General Q&A and discussion all about Org or Workspace Admin settings and security in Workiva
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...
Hi, I just added four users, invited them to the workspace, created a group exclusive for them, created the SSO mapping, added them to a report as viewers, and still can't see it. What am I missing? Thanks!
Hi, Should the workspace owners be able to remove the suspended users from their workspaces? Or this capability is available only to the Org Admins? Thank you, Iryna Liani Castillo
Despite the above the client is not able to modify the files. Should they select something on their side to be able to do modifications ?
Hi, I tried to follow this tuto to create a workspace but a don't have the button while i am admin. (https://support.workiva.com/hc/en-us/articles/360036002471-Create-a-Workspace). any ideas ? Thx for anwer
Hi - is it possible to create a user report that shows users in the Workspace, and details what folders they have access to and what level of permissions they have for each folder? This would be extremely helpful for controls or access to confiden...
Hi - Is there a way to get the access token from the user login (without the need to set up a client id and a client secret)? Like some kind of url call to https://app.wdesk.com/a/<workspaceId>/auth/token?
Only if they have the Org Workspace Admin role but depending on who is serving in that role, it can create a conflict of interest. We recommend each workspace have more than one Workspace Owner, so they can back each other up without involving Org...
Introduction We created Workspaces to make it easier for organizations to grow with us. From adding a few new users to adding new teams and new solutions, Workspaces give teams safe, separate spaces that let them control the organization of their ...
Hello All - Currently our Workiva implementation team (Workiva staff) has Workspace Owner and Workspace Support User role for the workspace. We would like to eventually move to a security model where they do not have access to anything in the work...
I've got a number of users who are no longer with my company. They have various roles within my workspace and organization from member / viewer to administrator. I want to delete these accounts entirely, but I'm not sure if that will affect any ...
I have a user that the email address was not put in correctly and I am not able to change the email address through the workspace or by editing the member. When I attempt to edit the member, it does not allow me to change the email address, it is ...
We changed company name and so all email addresses have been changed. We don't want to lose historically data, but preference would be to update usernames to current email addresses. Is this possible? I can't seem to figure out how to change.
Detail within the activity listing says "{'department': {'new': u'Finance', 'old': u''}, 'username': {'new': '', 'old': '}, 'solution_list': {'new': [u'SEC/SEDAR Reporting'], 'old': []}, 'title': {'new': u'Senior Manager', 'old': None}}. Is the u...
It appears that the actual workspace roles differ from the ones in the help topic?Per the help topic (https://support.workiva.com/hc/en-us/articles/360036002431) they are: Workspace admins Workspace members Limited Starters Standards Professional...
is it possible to set default permissions for uploaded files, similar to how you can set default permissions for new projects and documents? it seems that only the person who uploads a file gets owner access to the file and no one else can see it...
Has anyone use the moving documents between workspace functionality? If so how was your experience? I did this just recently and was excited then went into a dreadful mode- why because I had to reset permissions (specific/detailed permissions) fo...
How do I export a listing of all users now that the admin pages have changed due to workspaces?
I'm experiencing connectivity issues (like crashing, although usually recovering) when working in documents. My activity log says "Location moved too far (geofence_distance_exceeded)". Please explain how to fix!
