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Administrator Guide
Last Updated: 2026-10-16
Steps: Set Up Tenant for Analytics Dashboards

Steps: Set Up Tenant for Analytics Dashboards

Security:
Manage: Analytics Dashboards
 domain in the System functional area.
You can set up security permissions for analytics dashboards to enable authors to create, edit, and share report-backed visualizations, and to allow workers to discover, filter, and personalize shared dashboards. Workday delivers the security domain policy empty and disabled by default.
  1. Access the
    Domain Security Policies for Functional Area
     report.
  2. In the
    Functional Area
     field, select
    System
    , and click
    OK
    .
  3. In the
    Domain Security Policy
     column, select
    Manage: Analytics Dashboards
    , and click
    Edit Permissions
     to configure the security policy permissions.
  4. In the
    Report/Task Permissions
     table, add security groups and assign permissions:
    1. In the
      Security Groups
       column, select security groups requiring access, such as
      All Employees
       or
      Report Administrator
      .
    2. For viewing workers, select the
      View
       check box.
    3. For administrators, select the
      View
       and
      Modify
       check boxes.
  5. Click
    OK
    .
  6. Access the
    Activate Pending Security Policy Changes
     task.
  7. In the
    Description for Change
     field, enter explanatory text for the audit log, select
    Confirm
    , and click
    OK
    .
Workday activates the security policy and grants access to tasks based on assigned permissions:
  • View access provides access to the
    View Analytics Dashboard
     and
    Maintain Analytics Dashboards
     tasks for viewing workers.
  • Modify access provides access to the
    Create Analytics Dashboard
    ,
    Edit Analytics Dashboard
    ,
    Delete Analytics Dashboard
    ,
    Share Analytics Dashboard
    , and
    Maintain Analytics Dashboards
     tasks for authors.
Create and publish analytics dashboards for your organization.