Friends and Family in Workday
The Friends and Family section in Workday allows students to request that a third party be granted proxy access to specified account information. Staff can view the listed contacts, but only students can add a third party to their account.
This article is for students who are granting Third Party permissions (proxy access).
Manage Friends and Family
How to add Friends and Family, set an emergency contact, and grant proxy access.
Video instructions
Written instructions
Step 1) Add contacts to Friends and Family
- Log in to Workday
- From your Workday homepage, select the Person icon in the top right corner. Select the View Profile button.
- In the Contact (a) section of your profile, under Friends and Family (b), select Add (c).
- Enter the relevant information (fields notated by a red asterisk are required).
- In Relationship Types, select Proxy. (You can select more than one relationship type for a contact, if applicable.)
- Is Third Party User must be checked.
- Fill out First and Last name.
- Once that's all filled out, select the Contact information tab.
- Fill out the Contact information to continue.
Contact information
Phone number is required for an emergency contact.
Email address is required for a proxy to receive necessary emails.
However, including all three types of contact information is recommended.
- Select the blue OK button at the bottom to continue.
- Finalize your choices before selecting Done. Then you should see the contact listed in the Friends and Family tab:
Next you need to manage specific permissions for any third party users you have added (follow instructions in Step 2 below).
Step 2) Manage Permissions for Third Party
- Select Manage Permissions for My Third Party under the Actions menu.
- Select the Allowed box corresponding to any or all of the following options: make a payment, view their financial aid package, view account activity, view student statement, view current classes, and view student grades.
- Once the permissions are selected, select OK.
Step 3) Privacy Release Authorization Waver
- Before the third-party access can be finalized, the Privacy Release Authorization Waiver must be completed, providing a reason for the waiver and checking Confirm after reading the disclosure. Then click Submit at the bottom.
- Now that the third party is added, the third party user indicated will receive three emails to the email address provided:
1)"Access Granted" email 2) username 3) password
- Third Party (Proxy) users, can learn more about using their access here: Workday: Using Third Party (Proxy) access