Steps: Set Up Security for Notification Designer
- Set up Drive for users who need to create, edit, or view notification templates. See Steps: Set Up Security for Drive.
- Security:Security Configurationdomain in the System functional area.
You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:
- Select your profile avatar on Workday Community.
- SelectProfile.
- On your profile page, select your organization's name, which is beneath your name and next to your job title.
- View yourSubscription Service Agreementvalue.
If the value is:
- UMSA, the feature is automatically available. You can skip theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.
- MSA, you must enable this feature through Innovation Services using theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep.
Note: UMSA customers don't have Innovation Services tasks and reports in their tenants as these are for MSA customers only. UMSA customers can ignore all information regarding Innovation Services.
You can use Notification Designer to create and manage the layout, design, and content of a notification template that you use when sending notifications generated by Workday. A notification template is an alternative to an email template.
- You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.On theInnovation Services Opt-Intask, select theNotification Designerservice on theAvailable Servicestab in theCross Application Servicescategory.
- Create unconstrained security groups for Notification Designer administrators and users.
- Create or edit a security policy for theNotification Designerdomain in the System functional area.Ensure that every user who has access to theNotification Designerdomain also has access to theDrivedomain.
- Access theView Domainreport.
- Select the domain from theDomainprompt.
- From the related actions menu, select , or selectEdit Security Policy Permissionsif there's an existing policy.
- InReport/Task Permissions, add or edit unconstrained security groups.
- Select theViewandModifycheck boxes.
- As a related action on the domain security policy, select .
- Activate Pending Security Policy Changes.