Organization Roles

Understanding Organization Roles

Roles allow you to set access for members in an organization. Assign roles to manage what members can do at the organization level. By default, all users in an organization are an organization member, which allows them to be added to a workspace.

At the organization level, there are three types of admins – Organization User Admins, Organization Security Admins, and Data Access Admins.

Types of Organization Roles

There are several different roles available at the organization level, each with their own level of access.

  • Organization Member is the default role for all members of an organization and allows users to be added to a workspace.

  • Organization User Admins can add, update, view, and remove users in an organization. They can also view and manage workspace settings.

  • Organization Security Admins can view, update, and manage organization security settings, such as password settings, access restrictions, and SAML single sign-on.

  • Data Access Admins can create and manage database partitions for an organization. This only applicable for organizations using the database and is reserved for Workiva Support Users.

To learn more about applying a role at the organization level, see Managing Users.

Roles and Available Actions

Read the table below to see more of what each administrative role can do at the organization and workspace level.

Organization Level

Organization User Admin Organization Security Admin
Add users to the organization
Resend welcome email
Reset user passwords
Update users details
Remove users from the organization
Manage password settings
Manage sign-in and session options
Set access restrictions
Manage single sign-on settings
View organization activities

Workspace Level

Organization User Admin Organization Security Admin
Invite members to workspaces
Update workspace member roles
Remove members from workspaces
Add & manage groups