Steps: Set Up Security Settings
Have the
settings.admin
permission. This gives you access to the Company Settings
page.Security settings in VNDLY allow administrators to configure and manage security roles, including new roles, permission management, policy management, and log in and session management. By configuring these settings, organizations can maintain security and ensure that users have the necessary access to perform their tasks.
- From the header, select .
- From theSecuritysection, clickSecurity Settings.
- On theRolestab, Create Security Roles.
- On thePoliciestab, Set Up Security Policies.
- On thePermissionstab, Add Permissions to a User Role in Settings.
- On theConfigurationtab, review each section:SectionConsiderationReporting Hierarchy AccessAllows users to manage and view reports based on their organizational structure and ownership of records.When you select the check boxes for each module, any user with an owned-read permission passes that permission up their reporting line according to theReport to Userfield in their user profile.Session ManagementConfigure the global session expiration and session inactivity timeout. See Set Up Session Management.Sign-up Token ExpirationEnables you to define the validity period, in hours, for the initial sign-in link provided to new VNDLY users. See Set Up Sign-Up Token Expiration Period.Password ManagementEnables you to define the minimum length of characters required to enforce a company's security policies.If this field is empty, the password follows the Workday VNDLY password standards. See Reference: Password Standards.Multi-factor AuthenticationEnables you to configure multi-factor authentication (MFA). See Set Up Multi-Factor Authentication in Workday VNDLY.Vendor AuthEnables you to configure vendor user permissions. When you select theAllow Vendor Auth Managementcheck box, you enable client-side users to edit and manage vendor users and contacts.By default, this option is cleared.Consider these client-side permissions:
- Add a vendor contact:vendor_user.create
- Reset vendor user password:vendor_user.reset_password
- Update authentication type:vendor_user.auth.update
- Update username:vendor_user.username.update