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

Steps: 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. Edit Domain Security Policies.
    Enable the
    Reports: Customer Accounts
     security policy.
  2. Activate Pending Security Policy Changes.
  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.