Disconnect Bank Connect

gear-solid.svg Permissions Required: Bank Connect Administrator & Workday Security Administrator

To properly disconnect Bank Connect, you will need to unlink all accounts, sign out from Bank Connect and lock the Integration System User (API_BankConnect) from your Workday environment.

  1. Navigate to the Bank Connect Dashboard, select the Admin tab, click on the dropdown next to Account Services & Entitlements and select Link Users & Accounts.

  2. Unlink account by clearing the Linked Account column and click Save User & Account Links.

  3. Click on the dropdown next to Account Services & Entitlements and select Settings.

  4. Under Manage Connectivity click Sign Out to Disconnect.

  5. Lock the Integration System User: In your Workday search bar search for Edit Workday Account.

  6. Search and select API_BankConnect, click OK.

  7. Locate and select Do Not Allow UI Sessions. Click Submit.

  8. To block API access entirely, create a new password and Submit.