ConfigBot WD - How to add and update security group in Security.

Security – Security Group

The following article will help explain on how you can add or update a security group 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 #3) and open the workbook.

5.       The workbook will appear in a new tab on your browser. . Navigate to the worksheet tab labeled ‘'Security Groups''.

6.    Enter the Security Group Name, select the type, and add any comments. The remaining columns will depend on the security group type you selected. You can only enter data in the white-highlighted columns; the grey-highlighted columns cannot be edited. Once you have filled in all the required fields, 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 dropdown 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 Security groups. 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 security groups have been successfully added or updated. The corresponding rows and their fields will be highlighted in green, indicating successful execution. Additionally, the Processing Status for each row will have changed to "Processed.

11. To confirm the changes, go to the 'View Security Groups' window by searching for it in the Workday Home page search bar. Enter the name of the security group you created, select it, and click at th OK button.

12. Once you select the security group, you can view various details such as name, type and administrating groups. You can also access more detailed information by clicking the three dots (ellipsis) above, depending on your account access. Additionally, you can change the Security by clicking the Related Actions button.

This confirms a successful execution where a new security group was added in the Security module using ConfigBot, ensuring accurate data transfer and configuration within Workday.

Thank you!

Updated on: 09/26/2025