General Q&A and discussion all about Org or Workspace Admin settings and security in Workiva
UPDATED SEPTEMBER 2023 As mentioned on this post, we’ve been rolling out new password settings across all our appspots to better align with OWASP standards. First, thank you for your participation and patience, we’ve been making great headway, and...
Our organization is looking into using the IP Address Allowlist security feature. Does anyone else currently use this security feature for their organization and can provide insight on any issues they encountered once implemented (i.e. lock-outs,...
I've assigned my external auditors the external auditor role within my workspace. As a private company, we've historically allowed our auditors edit-access within Microsoft Word to drafts of our audited financials. In Workiva, would an external ...
We have a user that is helping administratively with access for our workspace. This includes adding and removing users from the workspace and adding/removing users from user groups within the workspace. There is no need for this user to have acces...
We have several users that only input information in Workiva on an annual basis. Because of this, we have had some users get automatically suspended due to inactivity. How long does a user have to be inactive before they get suspended? As an organ...
As a administrator I would like to see what groups a user is assigned to. I know I can open a group and see the assigned groupmembers. But It would be benefitial for me to see it the other way around and select a user to see the assigned groups.
Is there any way to create a bulk of empty groups? We are looking on efficient way of creating multiple groups in multiple workspaces, current procedure - create groups one by one by adding a person and later removing it is time consuming. We have...
Dear All, Could you point me to an article that explains the various roles on Workiva Internal audit modules. Some examples of this roles include +Dashboard(Full), +Data, +PBC Requests, +Remidiation, +Reports (Full). +Testing etc etc. BR TO
Hi, I have been asked to confirm if the SOC reports published cover all regions as we have 2 contracts, one for the US region and another for the EU region and our US colleagues need to know if the SOC report we downloaded for the EU region is the...
I use the Chrome browser which autofills my non-trivial password when I login. Workiva then emails me a 6-digit code that I have to enter within 10 minutes to complete the Multi-Factor Authentication. Every single time I enter an MFA code, the Chr...
My client ITAU UNIBANCO S/A has raised the following relevant point: Problem Description: When deleting a section within Workiva documents, all content in that section is automatically erased. Currently, there is no option to: Preserve the conten...
We recently added new users to a workspace and assigned them to a group. I confirmed that the group has "editor" access to the folder and files, however when the users login to Workiva they are not able to view the Folders or files that they have ...
Hi all I am having a slight issue. I have trained another person in my dept to be my backup on a monthly document that we do. I have made him an owner but when we go into the file folder and copy for example May's monthly he cannot copy. Any id...
My understanding is that each Workiva user has a unique ID (in a format like, e.g., V0XVc2VyMpExNzYyNzQxODgx). This is in addition to their username/displayName, e-mail address, and possible SAML ID (if they've been mapped to one). However, that U...
I have several users who I have added to the SSO bypass group but when they try to login they are still getting prompted to login via SSO.I have double checked the emails in the sso bypass and the user itself are the same
Hi I am an ownner but there are a lot of requests from different peopel who want to get added to the workspace from my IT team getting directed to me, how to provide Org Workspace Admin access to the IT guys, so they can addd users to workspace? a...
As an admin, I see all outstanding tasks within my workspace, some dated back to 2016. Is there a way to bulk delete them? As members review their current tasks, they also see some very old ones on their list.
To check permissions for a single user or Group in a workspace is very cumbersome. You need to open each document, spreadsheet, presentation to get a detailed view. There is no possibility today to see in one click which workspace files incl secti...
Hello community, I have been trying to send a reset password link to a user to no avail. I receive the ''Failed to send password reset link'' prompt at the bottom right corner of the page when doing so. Anybody knows a fix?
We have a new business leader in our organization who needs to get added to our Related Parties process. He's not currently in our workiva database so I cannot assign a task to him. How do I add individuals to workiva so i can assign him a task?
Hello, Can Permissions Groups be restored? Due to the permissions group that I was a member of no longer existing, as a workspace owner, I no longer have access to all the files within the workspace. If permissions groups cannot be restored, is i...
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...
