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Administrator Guide
Last Updated: 2025-09-19
Set Up Customer Accounts Hub

Set Up Customer Accounts Hub

You can use the
Customer Accounts Hub
 for quick access to many of the most commonly used customer accounts tasks and reports. Example: You want a central space to manage customer invoices. You access the
Customer Accounts Hub
 so that you don't have to search for each customer invoice task separately.
You can also:
  • Customize the hub, making it easier to find, review, and take action on hub items.
  • Add the hub to your preferred home page and global navigation menu for quicker access.
On the
Customer Accounts Hub
, Workday only displays tasks and reports that you already have permission to access.
  1. Enable the
    Reports: Customer Accounts
     security policy.
  3. (Optional) Set Up Hubs.
    On the
    Maintain Hubs
     report, configure the
    Customer Accounts Hub
    :
    Option Description
    View Overview Configuration
    Click
    Edit
     to configure the hub
    Overview
     page.
    • Announcements
      : Add announcement content to display at the top of the page.
    • Content
      : Workday automatically displays the
      Recommended in Customer Accounts
       cards on the page. You can:
      • Delete and add Workday-delivered cards. You can't add customized cards to the hub.
      • Add up to 2
        Quick Action
         sections.
    Customize Hub Navigation
    Workday automatically delivers these navigation actions and groups for the
    Customer Accounts Hub
    :
    • Overview
    • Customers
    • Invoices
    • Payments
    • Collections
    To customize the
    Customer Accounts Hub
     navigation, select
    Configurable
     when you edit the task.
    If you customize hub navigation, you won't get new Workday-delivered navigation items automatically. To revert navigation items to their Workday-delivered settings, select the
    Use Default Settings
     configuration.
    Configure Suggested Links
    Configure to display links to tasks, reports, custom dashboards, and external links. Select a security group or predefined rule that defines who can view the suggested links.
    Security: These domains in the System functional area:
    • Set Up Tenant: Setup - General
    • Set Up Tenant: Setup - Hub
  4. (Optional) Set up the
    Customer Accounts Hub
     as your preferred home page:
    1. On your profile, access
      My Account
      .
    2. Select
      Change Preferences
      .
    3. In the
      Account Preferences
       section, select
      Customer Accounts Hub
       from the
      Preferred Home Page
       prompt.
    Security: The
    Worklet General
     domain in the System functional area.
  5. (Optional) Add the
    Customer Accounts Hub
     to your global navigation menu for quick access:
    1. Access the global navigation menu.
    2. Click
      Add
      .
    3. Enter
      Customer Accounts Hub
       in the search field.
    4. Click the plus icon to add the
      Customer Accounts Hub
       to the
      Accounts Receivable
       section of the menu.
    Security:
    Set Up: Tenant Setup - Worklets
     domain in the System functional area.