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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Confidential Prospects

Steps: Create Confidential Prospects

You can secure confidential prospects to the
View Confidential Prospects
 and
Create Confidential Prospects
 domains to control who can view and who can create them.
  1. Set Up Assignable Roles.
    Create roles for the users who can view and create confidential prospects. Select the
    Self-Assign
     check box for the role and enable it for prospects.
  2. Create role-based security groups to:
    • Enable all users in the
      View Confidential Prospects
       domain to access the prospect.
    • Limit access to the user who created the prospect.
  3. Edit Domain Security Policies
    Configure the security policy for these domains:
    • Create Confidential Prospects
    • View Confidential Prospects
  4. Access the
    Create Confidential Prospect
     task.
    Workday secures the prospects you create to the
    View Confidential Prospects
     domain.
Invite the prospect to apply for a confidential job requisition or create a job application on their behalf.