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Workday User Guide
Last Updated: 2025-02-07
Set Up Dataset Sharing

Set Up Dataset Sharing

Security:
Set Up: Assignable Roles
domain in the Organization and Roles functional area.
To enable sharing a dataset with another user or security group, you create tenant-specific roles that correspond to the dataset-related Workday provided roles. Sharing datasets is a way to control access to individual datasets.
  1. Access the
    Maintain Assignable Roles
    task.
  2. Set up roles for these Workday-provided roles:
    Prism Dataset Owner
    ,
    Prism Dataset Editor
    , and
    Prism Dataset Viewer
    .
    When you set up these tenant-specific roles, consider:
    • The name you enter in
      Role Name
      becomes the prompt value in the
      Permission
      column on the
      Edit Dataset Sharing
      task.
    • The security groups you select in
      Role Assignees Restricted to
      determine which users and groups you can share a dataset with. Select user-based security groups for the Prism roles.
    • The security groups you select in
      Assigned/Reviewed by Security Groups
      determine which users can share a dataset.
    Add the roles in the table below, but substitute security groups that your organization needs instead of Prism Data Writer and Prism Data Administrator:
    Role Name
    Workday Role
    Enabled for
    Self-Assign
    Role Assignees Restricted to
    Assigned/Reviewed by Security Groups
    Dataset Owner
    01. Prism Dataset Owner
    Prism Dataset
    Yes
    Prism Data Writer
    Prism Data Administrator
    Prism Dataset Owner (Workday Owned)
    Security Administrator
    Dataset Editor
    02. Prism Dataset Editor
    Prism Dataset
    Prism Data Writer
    Prism Data Administrator
    Prism Dataset Owner (Workday Owned)
    Security Administrator
    Dataset Viewer
    03. Prism Dataset Viewer
    Prism Dataset
    Prism Data Writer
    Prism Data Administrator
    Prism Dataset Owner (Workday Owned)
    Security Administrator
    You can substitute any user-based security groups your organization has created for Prism-related tasks instead of selecting Prism Data Writer or Prism Data Administrator.