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Administrator Guide
Last Updated: 2023-06-23
Steps: Restrict Access to Supplier Information

Steps: Restrict Access to Supplier Information

  • Determine whether you need to restrict segments of data to groups of workers.
  • You must have permission on the
    Supplier Segmented Setup
     domain in the System functional area.
  • Security:
    Security Configuration
     domain in the System functional area.
You can restrict access and visibility of important supplier information for designated suppliers using segmented security. Workers who don't have access to a security segment can only view transaction details and can't:
  • Select suppliers that they don't have access to when creating, editing, reporting, or searching for transactions.
  • View search results for suppliers or supplier as a worktag. Workday masks the supplier name with asterisks and doesn't display other information.
  • Print or view supplier documents, such as invoices, contracts, or purchase orders.
  1. Access the
    Create Supplier Security Segment
     task.
    Select the suppliers, supplier groups, or supplier categories that you want to include in the segment.
    Included values can cross multiple segments or be mutually exclusive. Workday recommends that you build from least to most restrictive segment.
    Security:
    Supplier Segmented Setup
     domain in the System functional area.
    • Select
      Segment-Based Security Group
       from the
      Type of Tenanted Security Group
       prompt.
    • Select the supplier security segment that you created from the
      Access to Segments
       prompt.
  3. Edit Domain Security Policies.
    Select these functional areas and domain security policies:
    • Suppliers: Select the
      Access Supplier (Segmented)
       domain security policy, remove the
      All Users
       security group, and add the groups you want to include.
    • Procurement: Select the
      Access Requisition Supplier (Segmented)
       domain security policy and configure permissions.
  4. Activate Pending Security Policy Changes.
Your international talent agency subjects client data to strict restrictions. You implement supplier segmented security to make sure only workers with access to the East Canada and UK security segments can find, view, and update supplier information.
  • To create the East Canada security segment, you select all the supplier groups available today, including the Quebec supplier group. Later, when you create a supplier and select the Quebec supplier group, Workday automatically adds the new supplier to the East Canada security segment.
  • To create the UK security segment, you individually select all the suppliers based in Great Britain. Later, when you create a new supplier that is based in England, you must manually add it to the UK security segment.