Creating Security Policy for Manage OnBase App Configuration - Creating Security Policy for Manage OnBase App Configuration - OnBase - Other - Hyland for Workday Financial Management - Other/Hyland-for-Workday-Financial-Management/2.4/Hyland-for-Workday-Financial-Management/Configuration/Solution-Configuration/Creating-Security-Policy-for-Domains/Creating-Security-Policy-for-Manage-OnBase-App-Configuration - 2.4 - 2.4

Hyland for Workday Financial Management

Platform
Other
Product
Hyland for Workday Financial Management
Release
2.4
License
ft:lastPublication
2026-08-27T22:38:49.111000
ft:locale
en-US

To create the security policy for Manage OnBase App Configuration security domain:

  1. Log in to the Workday Tenant with your credentials.
    The Home page is displayed.
  2. In the search box, enter App Manager and press Enter.
    The Tasks and Reports page is displayed.
  3. From the Tasks and Reports page, click App Manager.
    The App Manager page is displayed.
  4. 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 Extend Apps section in Workday's Developer Portal documentation. If you do not yet have access to the Workday Developer Portal, contact your Workday administrator.
  5. Click Configure.
    The Configure In-Tenant Application page is displayed.
  6. Navigate to the Model Components section.
  7. From the Security Domains table, click Create next to the security domain Manage OnBase App Configuration.
    The Create Security Policy for Domain dialog box is displayed.
  8. Select the Confirm check box and click OK.
    The Create Security Policy for Domain Manage OnBase App Configuration page is displayed.
  9. Navigate to the Report/Task Permissions section and click the + icon.
    A new row is added under the Security Groups column.
  10. In this row, enter HFW Administrator.
  11. Select the View and Modify check boxes, and then click OK.
  12. Review the changes and click Done.
  13. On the Home page, in the search box, enter Activate Pending Security Policy Changes.
    The Activate Pending Security Policy Changes page is displayed.
  14. In the Comment field, enter a description for the security changes to be published and then click OK.
  15. 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?.