Steps: Set Up Your Tenant for OfficeConnect for Financial Management
The solutions described in this section are not part of the Workday Service. See Legal Notice for details.
Before you set up your tenant for OfficeConnect, you must:
- Set up the Workday Financial Management area. See Steps: Set Up Financial Accounting Structure.
- Meet eligibility requirements as described in Enable OfficeConnect for Workday Financial Management.
You can set up your tenant for OfficeConnect to use with Financial Management data.
- Create or edit a security policy for these security domains:
- Set Up: Financial Reporting and Analytics Data Model. The users in the groups you add to this policy are able to set up the financial reporting data model. Add a security group with View permissions, such as Finance Administrator.
- Access Workday Financials OfficeConnect. The users in the groups you add to this policy have permission to log in to Workday from OfficeConnect using the financial modeled data source. Add a security group with View and Modify permissions.
- Install OfficeConnect on the computer of each financial analyst.You can install OfficeConnect either as:
- An Administrator. See Install OfficeConnect as an Administrator.
- An end user. See Install OfficeConnect as an End User.
- Use the API client settings Workday generated when you enabled OfficeConnect for Workday Financial Management.