Steps: Set Up Tenant for Discovery Boards

Set up your tenant for discovery boards to gain insights for informed business decisions by:

Exploring your data using interactive visualizations.

Sharing business insights by creating a dashboard-like experience for end users.

Workday reserves the right to suspend a customer's access to Discovery Boards on Workday-delivered data sources if required to maintain tenant performance and stability. Workday will work with the affected customer to address issues in order to resume their access to Discovery Boards.

Set up your tenant for Drive.

See Steps: Set Up Drive.

Create User-Based Security Groups.

Create an unconstrained security group, such as a user-based security group, for your discovery board users, and assign users.

Ensure that every user who has access to the Discovery Boards: Create
domain also has access to the Drive
domain.

Example: You can define or update these security groups (administered by the Security Configurator group):

Group Name	Group Type
Discovery Board Administrator	User-Based
Report Writer	User-Based

Edit Domain Security Policies.

Create or edit a security policy for these domains in the System functional area:

Discovery Boards: Administration

Discovery Boards: Create

Discovery Boards: Manage Curated Data Source Field List

Workday suggests that you use the security groups you created and edited along with the System Auditor group.

Domain	Security Groups	Task Permissions
Discovery Boards: Administration	Discovery Board Administrator System Auditor	View and Modify View only
Discovery Boards: Create	Discovery Board Administrator, Report Writer System Auditor	View and Modify View only
Discovery Boards: Manage Curated Data Source Field List	Discovery Board Administrator System Auditor	View and Modify View only
Discovery Boards: Manage Curated Data Source List	Discovery Board Administrator System Auditor	View and Modify View only
Discovery Boards: Manage Drilling Field Lists	Discovery Board Administrator System Auditor	View and Modify View only
Discovery Boards: Manage Delivered Discovery Boards	Discovery Board Administrator System Auditor	View and Modify View only
Discovery Boards: Set Up Discovery Board as a Worklet	Discovery Board Administrator System Auditor	View and Modify View only

Activate Pending Security Policy Changes.

The Next Level: Enable Discovery Boards in Your Tenant