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Workivo Docs: Users, Groups, Roles

Users, Groups, Roles

Short version:

  • A User is a person.
  • A Group is a team/bucket.
  • A Role is a permission key attached to a group.
  • A user gets roles through group membership.

Data model

  • users
  • groups
  • group_members (joins users to groups)
  • group_roles (roles granted by each group)
User --> group_members --> Group --> group_roles --> role string

How access is checked

  1. System loads user roles from their groups.
  2. Policy checks for required role (or admin).
  3. Sidebar hides links user cannot read.

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