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Administrator Guide
Last Updated: 2024-05-17
Create Workday Accounts for Customer Contacts

Create Workday Accounts for Customer Contacts

  • The customer is in Workday and has a contact person.
  • Enable the
    My Invoices and Payments
     dashboard.
  • Security:
    Self-Service: Customer Contact Tasks
     domain in the Customers functional area.
You can create Workday accounts for your customer contacts, so they can access the Customer Portal and view their invoices, statements, and payments. This capability helps reduce the time you spend making collection calls and addressing customer inquiries.
  1. Access the
    Create Workday Account for Customer Contact
     task.
  2. As you complete the task, consider:
    Option Description
    Generate Random Password
    When checked, Workday automatically generates a random account password and requires a new password the next time your contact signs in to Workday. The
    Require Password Reset at Next Sign In
     check box becomes display only.
    Session Timeout Minutes
    Regulates when unused sessions expire. The zero default represents 20 minutes.
  3. (Optional) To create multiple customer contact accounts at once, access the
    Add Workday Account
     web service.
    Security:
    Workday Accounts
     domain in the System functional area.
  • Workday secures the customer contact to the
    Customer Contact as Self
     security group.
  • Workday emails the username, a temporary password, and the Customer Portal URL to the customer contact.
  • The customer contact can sign in to Workday and view the standard reports.