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Administrator Guide
Laatst bijgewerkt: 2023-06-23
Configure the Customer Profile

Configure the Customer Profile

Security:
Set Up: System
 domain in the System functional area.
The customer profile gives you a comprehensive view of your customers. It displays these profile groups:
  • Overview
  • Addresses and Contacts
  • Contracts
  • Invoices and Payments
  • Assigned Roles
  • Custom Reports
  • Change History
  • Process History
Workday provides you the option to configure the profile for a given customer based on your business requirements. You can hide or reorder the profile group tabs and add custom reports as needed.
  1. Access the
    Configure Profile
     task to determine the profile groups that will display on the Customer profile.
  2. Select
    Customer Composite View Profile
    .
  3. Clear the
    Display in Profile
     check box for any profile group tab you want to hide on the customer profile.
    The
    Overview
     tab contains all of the customer data, and provides access to multiple
    Edit
     tasks. If you hide this tab, users can only view and edit customer information from the related actions menu of the customer.
  4. Access the
    Configure Profile Group
     task and select one of the customer profile groups that you want to configure.
  5. You can add, remove, or reorder the reports that Workday delivers for the profile group.
    Workday defines the selection list and includes all standard and custom reports that are available to display on the customer profile. For best display, don't select more than 10 groups. Keep in mind that security determines the tabs that display for each individual.
    Repeat steps 4 and 5 for each of the profile groups you want to configure.
Set up security for your users to view the customer profile and the reports in each profile group.