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Setup Integration System User

Setup Integration System User

Create an API Client that gives access to the REST API’s in the app. Copy the Client ID and Client Secret as they are needed when configuring the connection to Workday from the web app. Here are the steps:

  1. Click on “Add Integration System User” button in Configure App to create the int sys user (see below if you don't see this button). Create a new integration system user if you have to.

  2. Click on “Create API Client”. Copy the Client ID.

  3. Go to https://developer.workday.com/ and click on “API Clients” on the left menu. Select the API Client you created above. Note that access to this dev site is provisioned by Workday team once a customer purchases OnSurvey.

    1. Click on “Modify Authorized Tenant” and select your tenant.

    2. Click on “Generate New Client Secret” and copy the secret. You will use this when setting up the web app connection.

  4. Make sure the ISU has Modify access to these security domains:

    1. Manage: Survey

    2. Manage: Survey Responses

  5. Optional - assign an integration system security group that has Modify access to these security domains:

    1. Manage: Responses (if using Constrained Security group in 4.b)

    2. Manage: Survey Recipients Inbox Task (if using Workday Inbox)

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Add Int System User

If you don’t see the “Add Integration System User” button above, then first create security policy for WCP Integration System User Security domain. (ref)

  1. Access “Create Security Policy for Domain” task

  2. Search for “WCP Integration System User Security” and add policy, then activate pending security changes.

  3. Give Modify permission to a user group that you belong to

  4. Activate pending security changes again. Now you should see the “Add Integration System User” button in the Configure App page.

image-20250724-225728.png
Add Int System User

If you don’t see the “Add Integration System User” button above, then first create security policy for WCP Integration System User Security domain. (ref)

  1. Access “Create Security Policy for Domain” task

  2. Search for “WCP Integration System User Security” and add policy, then activate pending security changes.

  3. Give Modify permission to a user group that you belong to

  4. Activate pending security changes again. Now you should see the “Add Integration System User” button in the Configure App page.

Survey Recipient Options

  1. If you use Custom Report option when creating a Survey, then you need to give the integration system user access to the report. Make sure the ISU also has access to all the fields in the report. Typical groups that may be needed are Worker Data: Current Staffing Information, Person Data: Name and Person Data: Work Contact Information

  2. If you use Common Event option, then give Worker Data: Current Staffing Information, Person Data: Name and Person Data: Work Contact Information to the int sys user to get access to hire date, term date, worker wid, work email and name.

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