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How do I rename a user in Workiva?

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  • 正式评论
    Courtnie Carver

    **Updated 2026**

    Hello Nick, 

    Here's how to rename/update a user's name in Workiva — no deletion required!

    An important note, only an Org User Admin of the user's home organization can change the user's name or username.
     
    1. Go to Organization Admin
    2. Select the People tab
    3. Search for the user by name or username and click on their row
    4. Update the First Name, Last Name, and/or Username as needed
    5. Click Apply Changes
     
    The user will receive an email notification about any username change. If the "Use Email for Username" box is checked, updating the email will automatically update the username too.

    Important Considerations
     
    - Home Org matters: The name change must be made in the user's primary/home org. If your org is not their home org, a Super Admin may need to assist or the home org needs to be adjusted first.
    - SCIM users: If the organization uses SCIM provisioning, the update must be made in the identity provider (e.g., Azure AD), not directly in Workiva.
    - No reset needed: Simply editing the name/username will not require an account reset — roles, permissions, and history are all preserved.
    - Name not appearing everywhere? Have the user log out, clear cache, and log back in to see the updated name across the platform.
  • Andrew Galicki

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