Create Integration System User

Get help if you have questions or experience issues when configuring an integration system user and associated security policies in Workday

Establising a digital connection with Workday requires you to configure specific user and security settings that grant us the necessary permissions to access your data and perform actions securely. This ensures that have the access required for the connection to operate correctly.

To create and configure the user, we will take you through a 3-step process:

1. Create an integration system user.
2. Create a security group.
3. Configure security group policies.

Create integration system user

Creating an Integration System User establishes a special user account for this digital connection. It enables this user to interact with your Workday instance without using a personal user login.

To create an integration system user, complete these steps in Workday:

1. Search for and select the Create Integration System User task.

2. In the Create Integration System User dialog window, complete the following:

   • Enter a User Name.
   • Set a unique password in both New Password and New Password Verify fields.
   • Verify that the Require New Password at Next Sign In checkbox is unchecked.
   • Check the Do Not Allow UI Sessions checkbox.

3. Copy the User Name and New Password and paste them in the corresponding fields in the connection flow.

   

4. Click OK to create the user.

Create security group

A dedicated security group allows you to manage specific access permissions assigned to the Integration System User. To create a security group, complete these steps in Workday:

1. Search for and select the Create Security Group task.

2. In the Create Security Group dialog window, complete the following:

   • Set Type of Tenanted Security Group to Integration System Security Group (Unconstrained).
   • Enter a Name and make note of it.

   

3. Click OK.

4. In the Edit Integration System Security Group window, enter the integration system user name you created in the previous step into the Integration System Users field.

   

5. Click OK, then Done to complete security group creation.

Configure security group policies

Configuring security group policies grants the specific permissions needed to access required Workday data and perform necessary actions, such as retrieving supplier information or processing invoices.

To configure security group policies, complete these steps in Workday:

1. Search for and select the Maintain Permissions for Security Group task.

2. In the Maintain Permissions for Security Group dialog window:

   • Enter the security group name in Source Security Group.
   • Click OK.

3. In the Domain Security Policy Permissions tab, add the following domain security policies with View/Modify Access set to Get and Put. We recommend copying and pasting the policies listed below into the Maintain Permissions for Security Group dialog individually.

   View/Modify access	Domain Security Policy
   Get and Put	Manage: Organization Integration
   Get and Put	Process: Ad Hoc Payment (NEW)
   Get and Put	Process: Journals - View
   Get and Put	Process: Supplier Invoice
   Get and Put	Process: Supplier Invoice Payment/Settlement
   Get and Put	Reports: Supplier
   Get and Put	Reports: Supplier Payment
   Get and Put	Set Up: Accounts
   Get and Put	Set Up: Company Accounting
   Get and Put	Set Up: Company General
   Get and Put	Set Up: Settlement
   Get and Put	Set Up: Supplier Accounts
   Get and Put	View: Organization Journals
   Get and Put	View: Supplier
   Get and Put	View: Supplier Invoice Request

   

   Check domain policies are enabled

   If you experience issues connecting to your Workday instance, check that all the required security policies are enabled. See our detailed guidance on checking domain security policies.

4. Ignore any errors or alerts, click OK, then click Done.

5. Search for and select the Activate Pending Security Policy Changes task.

6. In the Activate Pending Security Policy Changes dialog, complete the following:

   • Enter a Comment, then click OK.

     

   • Check Confirm, then click OK to activate the policies.

     

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