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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up the Customer Portal

Steps: Set Up the Customer Portal

Security:
Self-Service: Customer Contact Tasks
 domain in the Customer functional area.
After you create customers for your company in Workday, you can provide them access to the Customer Portal for self-service. The portal enables you to manage customer information and your customer contacts can view and download their business documents. You can configure the customer portal by adding or removing worklets from the dashboard, adding announcements, or customizing the menu.
  1. Create a customer contact.
  3. Access the
    Maintain Dashboards
     task and edit the
    My Invoices and Payments
     dashboard to give your customer contacts access to information on their accounts in Workday.
    Security:
    Set Up: Tenant Setup - Worklets
     domain in the System functional area.
  4. Use the
    Worklets
     section on the
    Content
     tab of the dashboard to add any worklets that you want to display with graphics.
  5. Use the
    Menu
     section on the
    Content
     tab of the dashboard to display a customized menu.
  6. Use the
    Announcement
     tab to add customized announcements to the dashboard.
Your customers contacts can:
  • Sign in to the Customer Portal and view the Invoices and Payments worklet on the landing page.
  • They can view and download invoices, statements, and recent payments.