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Steps: Set Up Your Tenant for OfficeConnect for Financial Management in AP&C
The solutions described in this section are not part of the Workday Service. See Legal Notice for details.
Before you set up your tenant for OfficeConnect, you must:
- Set up the Workday Financial Management area.
- Meet eligibility requirements as described in Enable OfficeConnect for Workday Financial Management in AP&C.
You can set up your tenant for OfficeConnect in Adaptive Planning and Consolidation (AP&C) to use with Financial Management data.
- Create or edit a security policy for these security domains:
- Set Up: Financial Reporting and Analytics Data Model. The users in the groups you add to this policy are able to set up the financial reporting data model. Add a security group with View permissions, such as Finance Administrator.
- Access Workday Financials OfficeConnect. The users in the groups you add to this policy have permission to log in to Workday from OfficeConnect using the financial modeled data source. Add a security group with View and Modify permissions.
- Install OfficeConnect on the computer of each financial analyst.You can install OfficeConnect either as an:
- An Administrator. See Install OfficeConnect as an Administrator.
- An end user. See Install OfficeConnect as an End User.
- Use the API client settings Workday generated when you enabled OfficeConnect for Workday Financial Management.