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Administrator Guide
Last Updated: 2026-09-18
Steps: Set Up Third-Party Access

Steps: Set Up Third-Party Access

You can add a third party to manage a student account. Example: You can enable a parent to make a payment or view a financial aid package on behalf of a student. You can also link an existing worker account to a third-party account.
Students can also create and manage this third party from self-service.
We provide
Print Student Statement as Third Party
 (secured to the
Self-Service: Student Proxy Finances
 domain in the Student Financials functional area) on mobile. Third parties can access this mobile report to print student statements.
  1. Configure the
    Third Party Permissions Event
     business process and security policy in the Student Core functional area.
    To prevent third-party proxies from viewing a student's preferred name through process history or comments, enable these policy restrictions on the security policy.
    • Hide Process History from Person
    • Hide Comments from Person
  2. Editing the
    Third Party Permissions Event
     business process enables you to change the workflow for setting up third-party access.
  3. You can enable a third party to manage multiple students in an institution. You can also link a new third-party account with an existing account if their email addresses match.
  4. Access the
    Configure Privacy Release Authorization Waiver
     task.
    Edit the description and confirmation text for your institution.
    Security:
    Set Up: Student Privacy Waiver Text
     domain in the Student Core functional area.
  5. Enable or disable the security policies for these domains according to the list of tasks you want available for selection on the
    Manage Permissions for Third Party
     task:
    • Self Service: Student Proxy Finances
    • Self Service: Student Proxy Financial Aid
    • Self Service: Student Proxy Registration
    • Self Service: Student Proxy Unofficial Transcripts
    • Self Service: Student Proxy View Grades
  6. (Optional) Access the
    Maintain Third-Party Contact Help Text
     task.
    Configure custom titles and descriptions on the
    Add Friends and Family
     and
    Manage Third Party Permissions
     tasks for when you select to set up a third-party contact. If the fields are left blank, default help text displays.
    Security
    Set Up: Friends and Family Requirements
     domain in the Student Core functional area.
  7. Access the
    Add Friends and Family
     task.
    From the Personal profile group on student profiles, click the
    Add
     button on the
    Friends and Family
     report.
    • Relationship Types
      : If this field is blank, Workday uses
      Proxy
       as the default value when you use web services to import Friends and Family.
    • Is Third Party User
      ?: Indicate if you want this contact to perform functions in Workday on behalf of a student.
    • Contact Information
      : Add the contact's email address to send information to access Workday after the business process runs. An email address is required for a third-party user.
    Security:
    Student Data: Friends and Family
     domain in the Student Core functional area.
  8. Access the
    Manage Permissions for Third Party
     task. If you added a third-party contact and there are no pending permission events or inactive permissions, this task automatically appears.
    From the
    Tasks Available for Third Party User
     section, select the tasks that the third party can access on behalf of the student.
    Security:
    Third Party Permissions Event
     business process in the Student Core functional area.
  9. (Optional) Configure the
    Review Permissions for My Third Party
     task as an initiating task on these business processes:
    • Continuing Student Registration Onboarding Event
    • Student Onboarding Event
    You can configure approvals on the business processes enabling students and other approvers review third-party permissions.
    This step in the
    Student Onboarding Event
     process automatically skips if all of the student's Friends and Family contacts already have active permissions assigned.
  10. (Optional) Configure the
    Academics for Third Party
     dashboard for the Home page of third-party users.
You can:
  • View third-party access information from
    Friends and Family
     profile group. Click
    Permissions
     to view the third-party users and the tasks enabled for them.
  • You can now identify third-party users who have more than 1 role in Workday. Use the
    Has Multiple Roles
     report field on the
    Student Proxy
     business object (secured to the
    Student Data: Friends and Family
     domain in the Student Core functional area).
Third-parties can:
  • Sign in to their accounts and manage the enabled tasks on behalf of the student.
  • Use the
    Link Existing Workday Account
     task (secured to the
    Self Service: Student Proxy
     domain in the Student Core functional area) to link to their existing worker account in the institution, if applicable.
  • View only the student's legal name across all identified tasks within Friends and Family, regardless of internal preferred name settings. However, if a person holds dual roles as both a Worker and a Proxy, the preferred name may appear when the person is operating within Workday as a Worker.