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Workday Adaptive Planning Knowledge Center

Best Practices for Data Privacy in Integration

Describes best practices for assigning roles and permissions based on user responsibilities.

This table provides recommendations for assigning permission based on user responsibilities. Assign roles and permissions for Integration users in Administration > Roles and Permissions.  See Roles Interface Quick Tour

As a best practice for data privacy, administrators should only assign users the minimum permissions required for their role.

 

  Integration Operator
Permission
Data Designer
Permission
Integration Developer
Permission

 

What you can do

 

Run manual or scheduled tasks

Manage notifications

View the results in Adaptive Planning

Can perform all the tasks of an Integration Operator

Define data sources, including their transforms and mappings

Create loaders

Create tasks

Can perform all the tasks of an Integration Operator and the Data Designer

Create Scripts using Adaptive Planning APIs to import data from a web-accessible system

Recommended Additional Permissions

Import to all locations

Erase actuals

Admin access rights (Add and manage users, groups) 

Access to Salary Details

Admin access rights (Add and manage users, groups) 

Access to Salary Details

 Your Position Accountant, Finance Team member Analyst System Admin, IT or Developers

 

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