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Administrator Guide
Last Updated: 2023-10-20
Set Up Security for Manage Journal Line Summaries

Set Up Security for Manage Journal Line Summaries

  • Verify you created an Integration System User (ISU) for your Workday data source
  • Verify you created an Integration System Security Group (Unconstrained).
  • Security:
    Security Administration
     domain in the System functional area.
You can set up additional security to enable manage journal line summaries to import actuals into Adaptive Planning. We strongly recommend restricting your ISU with segmented security by using the Integration Template.
  1. (Optional) Restrict the ISU for the Workday data source by Integration Template by creating an Integration System Security Segment and Segment-Based Security Group.
    • Access the
      Create Integration System Security Segment
       task and create a new segment. For
      Selection Criteria
      , select by
      Template: Financial Journal Lines Outbound Connector
    • Access the
      Create Security Group
       task. Add the ISSG for use with the Workday data source. Select the Security Segment you just created.
  2. Access the
    View Domain
     report.
  3. Enter
    Integration Build
    .
  4. From the related actions menu of the
    Integration Build
     domain, select
    Domain
    Edit Security Policy Permissions
    .
  5. Add the Integration System Security Group (ISSG) used in your Workday data source.
  6. Select
    Get
     and
    Put
     access for
    Integrations Permissions
    .
  7. Access the
    View Domain
     report.
  8. Enter
    Reports: Financial Accounting
    .
  9. From the related actions menu of the
    Reports: Financial Accounting
     domain, select
    Domain
    Edit Security Policy Permissions
    .
  10. Add the Integration System Security Group (ISSG) used in your Workday data source.
  11. Select
    View
     and
    Modify
     access for
    Report/Task Permissions
    .
  12. Access the
    Activate Pending Security Policy Changes
     task and activate pending security policy changes.
  13. Access the
    View API Client
     task to view your registered API client with Jwt Bearer Grant for your Workday data source credential to edit it.
  14. Select
    Include Workday Owned Scope
    .
  15. Include these
    Scope (Functional Areas)
    :
    • Integration.
    • Tenant Non-configurable.
    • System.
    • Financial Accounting.
Navigate to your Workday data source in Adaptive Planning to manage journal line summaries.