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Administrator Guide
Last Updated: 2026-09-18
Set Up Security for Resource Pool Audience Builder

Set Up Security for Resource Pool Audience Builder

The user building the audience needs access to the data source, data source filters, and report fields to access them within
Audience Builder
.
Add an appropriate security group for your user, such as
Resource Pool Administrator
, to the various domains.
  1. Access the
    Create Security Group
     task.
    1. Select
      Segment-Based Security Group
       in the
      Type of Tenanted Security Group
       prompt and specify a name to create your security group.
      Example:
      Resource Pool Administrator
       and or
      Resource Pool Manager
       security group.
    2. Under the
      Group Criteria
       section, in the
      Security Groups
       prompts, select the configured security groups.
    3. Under the
      Access Rights
       section, in the
      Access to Segments
       prompt, select
      Resource Pool Audience Builder
      .
  2. Edit Domain Security Policies.
    1. Set up the
      Administer Audience
       domain in the System functional area. Add the new segment based security group you created to the domain.
    2. In the
      Report/Task Permissions
       grid, select the
      View
       and
      Modify
       check boxes for the security groups you configured.
      Example: Select
      Resource Pool Administrator
       or
      Resource Pool Manager
       security group.
  3. Access the
    Activate Pending Security Policy Changes
     task and enable the changes.
  4. Grant security access to:
    1. Add a Person
       and
      Remove a Person
       tasks under the
      Individual Exceptions
       section of the
      Audience Criteria
       in the
      Create Audience
       task so that the user can add or remove individual workers from an audience pool.
      Add the security group for your user, such as Resource Pool Administrator, to the
      Worker Data: Worker ID
       domain.
    2. View
       access to these domains in the System functional area to be able to access the related action of a report field used in the audience:
      • Custom Report Creation
      • Custom Field Management
    3. Security domains for data sources:
      • Add the security group for your user, such as Resource Pool Administrator, to the domains for these data sources that you can select to build the audience:
        • Indexed All Workers
           (filters out terminated workers)
        • Workers for HCM Reporting
           (includes terminated workers)
      • Access the
        Data Sources
         report, click the relevant data source and navigate to the
        Security
         section to view the applicable security domains.
      • Example:
        Indexed All Workers
         data source.
      • Associated security domains:
        • Audits: Workday Support
        • Indexed Data Source: Workers
        • Manage: Facilitated Enrollments
        • Manage: Learning Course Enrollments
        • Manage: Resource Pool
        • Manage: Unrestricted Mass Enrollments
        • Reports: Headcount Planning
        • Reports: Time Tracking
        • Worker Data: Time Off (Time Off)
    4. Security domains for data source filters:
      • Add the security group for your user, such as
        Resource Pool Administrator
        , to the domains for the data source filters you select to build the audience.
      • Access the
        Data Sources
         report and filter for the relevant data source.
      • From the related actions menu of the data source filter, view the relevant security domains. Example:
        Active Workers by Resource Pool
         data source filter.
      • Associated security domain:
        Manage: Resource Pool
        .
    5. Security domains for report fields:
      • For non-public report fields, grant a user's security group the necessary permissions to the security domain that protects the field.
      • Access the relevant report field and navigate to the security section to identify the required security domains. To identify the applicable security groups, access
        View Security Groups
         from the related actions menu.
      • To grant access, navigate to the identified security domain, and from the related actions menu select
        Domain
         >
        Edit Security Policy Permissions
        .
      • In the
        Report/Task Permissions
         section, add the
        Resource Pool Audience Builder
         security group.
      • Click
        OK
         and run the
        Activate Pending Security Policy Changes
         task to activate the changes.
      • Confirm the activation. Once complete, the user can see the report fields and its data.
      • Example:
        Certifications
         report field. Associated security domains:
        Person Data: Certifications
         and
        Self-Service: Certifications
        .
      • Some common non-public report fields to include:
        • Certifications
        • Job Profile
        • Job Level
        • Language Skills
        • Management Level
        • Project Roles
        • Skills
        • Worker Type
          .
      When you use a Calculated field in the
      Audience Builder
      , make sure that the users also have access to all fields used in the calculated field.