ConfigBot WD - How to add and update Role Assignments in Security.

Security – Role Assignments

The following article will help to explain how you can Assign Roles in any Organization in Workday through Configbot.

1.       Enter your Username and Password and click at the submit button to login.

2.       Navigate towards the "Home screen" and click on the "Security" module tile.

3.       Select the workspace that best suits your preferences or requirements.

4.       Navigate to the generated workbook (in my case, Iteration #1) and open the workbook.

5.       Navigate to the worksheet tab labeled as ‘'Role Assignments''.

6.      Provide the Role Name and the Person Name you want to assign to a specific Organization. Once the details are entered, set the Processing Status to Pending

7.       Close the workbook and navigate back to ConfigBot. Under the Actions tab for the same iteration number, click the hamburger menu and select the "Start Configuration" option from the drop down menu.

8.       The Start Configuration pop-up window will appear. Enter your Workday password and provide any relevant execution notes. Then, select the checkbox for Role Assignments. Finally, click the "Confirm and Start" button.

9.       You can later click the information icon to monitor the progress of your iteration.

10. Once the status shows "Complete," return to the workbook to verify that the Role is successfully assigned to a Person. The corresponding rows and their fields will be highlighted in green, indicating successful execution. Additionally, the Processing Status will be updated to Processed.

11.   To confirm the changes made, navigate to “KAPCO” organization window by searching it through the search bar in Workday Home page. Then navigate towards the Roles tab.

12.  In the Roles tab, you can view the role assigned to the user along with other details, such as the effective date of the assignment.

This confirms a successful execution where a new role was assigned to a user in the Security module using ConfigBot, ensuring accurate data transfer and configuration within Workday.

Thank you!

Updated on: 09/26/2025