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Administrator Guide
Last Updated: 2026-05-15
Set Up the Unified Supplier Portal

Set Up the Unified Supplier Portal

  • Set up an integration between Workday and Workday Strategic Sourcing (WSS) using 1 of these methods:
    Workday requires you to sign a Services Agreement with Workday or a certified partner to use this integration service.
  • Set up the supplier portal in Workday Procurement, see Steps: Set Up the Supplier Portal.
  • Enable Workday Central Login Provisioning for Supplier Contact on the
    Edit Tenant Setup - Financials task
    , see Reference: Edit Tenant Setup - Financials.
  • Configure the SSO. SeeSteps: Configure Single Sign-On (SSO) for Workday Strategic Sourcing . This also should cover tenant mapping.
  • Configure tenant mapping in the global CSR Portal. Only a user with CSR Admin or Partner Admin permissions can perform this configuration. If you do not have the required role, you must request assistance from an authorized administrator.
    • Log in to the global CSR Portal
    • Search and select the correct tenant.
    • Select the Tenant Mapping from the dropdown menu.
    • Enter the required fields in the SSO Identity section.
  • Configure these domains In the Procurement functional area with View/Modify access:
    • Add the
      Supplier Contact as Self
       security group to the
      Self-Service: Supplier Contact Tasks
       domain.
    • Update and enable security policy for
      Set Up: Workday Supplier Account
       domain for security groups to allow them to manage permissions for supplier portal tenant access.
Supplier contacts can access all of their customer information from both Workday and Strategic Sourcing in the Unified Supplier Portal, using Workday Central Login.
  1. Access the
    Maintain Dashboards
    task and ensure these dashboards are enabled:
    • Invoices and Payments.
       Add the
      Most Recent Invoice Requests
      worklet.
    • POs and Catalogs.
    • Home.
       Add the
      Contact and Banking
       worklet and set it as required for the
      Supplier Contact as Self
       security group.
  2. (Optional) To enable supplier contacts to update their contact and banking information, ensure that the
    Supplier Contact as Self
     security group can access the
    Process: Supplier Portal
     security domains.
    Access the
    Configure Worklet
     task and update the
    Contact and Banking
     worklet to include the actions you want the supplier contact to access in your tenant.
  3. To manage access to the Unified Supplier Portal for a single supplier contact, access the
    Supplier Contacts
     tab on the supplier and update the
    Supplier Portal Tenant Access
     field to:
    • Active
       to activate or reactivate the supplier contact’s access to the Unified Supplier Portal.
    • Inactive
      to deactivate the supplier contact’s access to the Unified Supplier Portal.
  4. To manage access to the Unified Supplier Portal for multiple supplier contacts, access the
    Find Supplier Contacts
     task. Filter the results to include only the supplier contacts you want to give access to. Click
    Change Supplier Portal Tenant Access
     and select
    Active
     or
    Inactive
    .
  5. (Optional) Manage provisioning based on your integration setup.
    Use 1 of these methods:
    • Unified Supplier Integration: Provisioning occurs in real time. No further action is required.
    • Legacy Connector: If the Supplier Connector is not scheduled to run automatically, run it manually.
  6. Remove additional Email Verification for supplier contacts that access Workday Procurement. This is an additional security option that prompts the supplier to re-verify their email address after logging into the Unified Supplier Portal and before accessing Procurement data in Workday. Workday enables this feature by default.
    To remove email verification, Access the
    Manage Authentication Policies
     report and select
    Edit Workday Managed Auth Policy
    . Delete
    One Time Passcode - Email
     as the
    Multi-Factor Authentication Type Restricted
     for
    WCL Enabled Suppliers
    . Click
    Activate All Authentication Policies
    . Click
    Ok
    .
When the next supplier connector integration is run to sync supplier information from procurement to strategic sourcing, the supplier contact is sent an email inviting them to sign up or sign in link Are you a supplier - sign in here.