To create an integration user in Workday, you need to follow these steps:
1. Navigate to the Integration User Setup Page
- Go to the "System Administration" menu.
- Select "Security".
- Choose "Integration Users".
2. Click "Create"
- Click the "Create" button to initiate the integration user creation process.
3. Fill in the Required Information
- User Name: Enter a unique name for the integration user.
- Password: Set a secure password for the user.
- Description: Provide a brief description of the integration user's purpose.
- Integration User Role: Select the appropriate role for the integration user, granting specific permissions.
- Tenant: Choose the appropriate tenant if your organization has multiple tenants.
4. Review and Submit
- Review all the information you have entered.
- Submit the form to create the integration user.
5. Activate the Integration User
- Once the integration user is created, you need to activate it.
- This step is crucial for the integration user to function correctly.
6. Configure Integration Connections
- After activation, you can configure the integration connections using the newly created integration user.
- This allows the integration user to access the necessary data and perform required actions.
7. Test the Integration
- Test the integration to ensure it functions as expected.
- Verify data flow and functionality before deploying the integration into production.
By following these steps, you can successfully create an integration user in Workday and configure integrations for efficient data exchange.