Link Users and Accounts

Permissions Required: Workday Security Administrator

To manage Integration Systems and Security Groups configurations, you'll need to be a member of the Security Administrator, Integration Administrator, and/or Implementers security group.

The naming conventions outlined below are for consistency and clarity, you may follow your own naming conventions as needed.

Open the Bank Connect Dashboard

1. Navigate to the Bank Connect Dashboard using the SSO Link set up by your Admin.

   • This can be added to your Workday Shortcuts (accessible from the main menu) for easy access. If not in your Shortcuts, you can also find this link by using the Workday search bar, navigate to the saml: bank connect link task. The dashboard will open in a new tab.
   • If you need access to the dashboard outside of Workday, you can navigate directly there in your browser. Your dashboard URL is: https://[company].wd.koxa.io

2. Click on the Admin tab in the top right corner:

Link Bank Users

1. In the User Linking section, you will see the list of enrolled bank users for your company on the left.

2. On the right, from the Employee dropdown select corresponding Workday user to link them with the bank user.

   • A single Workday user can only be linked to one bank user.
   • You may choose to leave users unlinked — these users will not be able to use the approvals dashboard.

Link Bank Accounts

1. In the Account Linking section, you will see the list of enrolled bank accounts for your company.

2. From the Ledger Account dropdown, select corresponding Workday Bank account to link them with the bank account.

   • A single Workday ledger can only be linked to one bank account.
   • You may choose to leave accounts unlinked — these accounts will not be available for payments or bank statement data import.

3. Click Save User & Account Links button to save the changes.

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