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Administrator Guide
Last Updated: 2023-06-23
Set Up and Manage Customer Information

Set Up and Manage Customer Information

  • Define customer categories.
  • Configure the
    Customer Event
     business process and security policy.
A customer profile gives you a comprehensive and actionable view of information on your customer. You can create customers directly in Workday or use a web service to upload the information from external sources. Workday enables you to:
  • Use the customer profile to create or edit customers in Workday.
  • Create custom fields on a customer profile that supports your organizational requirements.
  • Assign customer roles to positions rather than individual workers making it easier to support organizational changes.
  • Configure security on your customers to control worker access to your customer data through security segments.
  • Manage relationships between business entities and addresses through Connection Maps.
  • Assign your customers to various groups or categories for easier search and management.
  2. (Optional) For intercompany transactions, configure your companies to operate as customers and suppliers.
    A company isn't available for selection when specified as a
    Restricted to Companies
     on the customer profile.
  3. Set up the customer profile. See Set Up Customer Profiles.
  4. Configure security to restrict access to customer information.
  5. Set up the customer address and contacts. See Set Up Customer Addresses and Contacts.