Integrating SailPoint with Workiva

The SailPoint Workiva connector provides governance capabilities for Workiva users. These capabilities encompass aggregation, user provisioning, as well as the addition or removal of entitlements at the account level.

Supported Features

The Workiva connector supports the following features:

• Full Account Aggregation
• Single Account Aggregation (Refresh or Get Account)
• Manage Workiva Workspace, Workspace Role, Workspace Group and Organization Role as Entitlements
• Full Entitlement Aggregation
• Provisioning Operations
  • Create and Update Account Provisioning
  • Enable or Disable
• Add Entitlement(s)
• Remove Entitlement(s)

Prerequisites

• The Workiva Application is set-up in your IT environment.

Supported Managed Systems

The Workiva connector supports the following managed systems:

• Workiva Cloud Application 3.57.179 onwards.

Required Permissions

• A service account for managing the source needs to be created by following the document provided by Workiva below:

  Manage and provision users with SCIM.

• To ensure proper functionality and access, the service account must be assigned the following organization roles:

  • Org User Admin
  • Org Workspace Admin
  • Org Security Admin
  • Org Chain Security Admin

For More information, refer to the following Workiva documentation link- Update an organization role

Documentation Feedback

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