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The steps to manage Workspace Managers depend on your interface version. Select a link to skip to the instructions for your version.

Instructions for the New Experience
Instructions for the Classic Experience

Customers who joined Drata on or after Feb 24, 2026 are automatically on the New Experience.

Instructions for the New Experience ⬇️

The Workspace Manager role is designed for users who manage day-to-day compliance work within specific workspaces. Workspace Managers can oversee compliance activities only in the workspace(s) they are assigned to.

Prerequisites

Before you can assign Workspace Managers, the following requirements must be met:

Workspaces must be enabled in your Drata account
Workspaces is an add-on feature
Contact your Customer Success team to enable Workspaces
Only Admins can assign or remove Workspace Managers

Assign a Workspace Manager

Admins can assign Workspace Managers through the Workspaces settings.

Go to Settings → Workspaces
Select the workspace you want to manage
In the Managers section, select Edit
Add or remove Workspace Managers as needed
(Optional) Enable Read-only permission
Select Save

From this page, you can also update existing Workspace Managers, assign read-only permissions, or remove them as workspace managers.

Notes:

You can assign multiple Workspace Managers to the same workspace
A workspace does not require a Workspace Manager

Read-Only Workspace Managers

Workspace Managers can optionally be granted read-only access if they should view or download information without making changes.

The table below summarizes common Workspace Manager permissions. Actual access may vary depending on enabled features and configuration.

Permission	Standard	Read-only
View workspace pages (Dashboard, Controls, Frameworks, Monitoring, Audits, and more)	✅ Yes	✅ Yes
Download reports and evidence from Events, Evidence, and Audits	✅ Yes	✅ Yes
Create and edit controls	✅ Yes	❌ No
Edit frameworks and requirement scope (including custom frameworks)	✅ Yes	❌ No
Run monitoring tests and manage notifications	✅ Yes	❌ No
View events and download test evidence for their workspace(s)	✅ Yes	✅ Yes
Upload or edit evidence	✅ Yes	❌ No
Manage audits (assign auditors, send requests, create audits)	✅ Yes	❌ No
Complete and assign risk assessments	✅ Yes	❌ No
Manage risks	✅ Yes	❌ No
Manage vendors	✅ Yes	❌ No
Manage assets	✅ Yes	❌ No
View and edit personnel records	✅ Yes	❌ No
Create, edit, and manage policies	✅ Yes	❌ No
View connections that are workspace aware and re-sync findings	✅ Yes	❌ No
Create and manage tickets for controls and tests (if ticketing write access is enabled)	✅ Yes	❌ No
Create and manage tasks in their assigned workspace(s)	✅ Yes	👀 Yes, View only
Manage company-level workspace settings (create/delete workspaces, assign managers, configure frameworks)	❌ No (Admin only)	❌ No

Instructions for the Classic Experience ⬇️

Workspace Managers have limited access that allows them to complete common tasks related to their assigned workspace(s).

Workspaces is an add feature that must be enabled to have workspace manager roles. Reach out to the Customer Success team to learn more or to enable Workspaces.

Assign workspace manager roles

Note: Only admins can assign roles.

You can assign workspace manager roles under the workspace drawer on the Company Info page. There are two ways to access the Company Info page:

From the Settings page, select 'Company Info' or
From the Settings page, select 'Role Administration', scroll to the workspace manager section, and select 'Open company info'.

From the Company Info page, go to the desired workspace and select edit.

From the drawer, go to the 'Workspace manager' section and search the name of the person you want to assign and select 'Add' next to their name. Select 'Save'.

NOTE: You can assign multiple workspace managers for the same workspace. Additionally, workspaces are not required to have any assigned workspace managers.