This section explains how to create security domains for Hyland for Workday Financial Management (CIC). For information on Hyland for Workday HCM (CIC), see Creating Security Domains for Hyland for Workday HCM.
You must create and enable the security domains Manage Financial Document Capture and Manage Financial Documents
To create and enable the security domains available for Hyland for Workday Financial Management (CIC):
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Log in to the Workday Tenant with your credentials.
The Home page is displayed.
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In the search box, enter App Manager and press
Enter.
The Tasks and Reports page is displayed.
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From the Tasks and Reports page, click App
Manager.
The App Manager page is displayed.
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From the Installed Apps table, search for the name of
the app you created and select it.
Note: For more information on how to create an app in Workday, see the Create Extend Apps Using App Builder section in Workday's Developer Portal documentation. If you do not yet have access to the Workday Developer Portal, contact your Workday administrator.
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Click Configure.
The Configure In-Tenant Application page is displayed.
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Navigate to the Model Components section.
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In the Security Domains table, next to the security
domain Manage Financial Documents, click
Create.
The Create Security Policy for Domain dialog box is displayed.
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Select the Confirm check box and click
OK.
The Create Security Policy for Domain page is displayed.
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Navigate to the Report/Task Permissions section and
click the Add Row icon.
A new row is added under the Security Groups column.
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In this row, enter the name of one or more security groups you created and then
select the check boxes next to each security group.
Note: For more information on how to create User Based Security Groups, see Creating User Based Security Groups.
- Select the View and Modify check boxes, and then click OK.
- Review the changes and click Done.
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On the Home page, in the search box, enter
Activate Pending Security Policy Changes.
The Activate Pending Security Policy Changes page is displayed.
- In the Comment field, enter a description for the security changes to be published and then click OK.
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Review the data and select Confirm and then click
OK.
The View Security Timestamp page is displayed. The details displayed include the comment you entered, and Yes next to Active?.
- Repeat these steps for creating the security domain Manage Financial Document Capture.