Friends and Family in Workday
The Friends and Family section in Workday allows students to create an emergency contact and/or request a third party be granted proxy access to specified account information. Staff can view who a student has indicated as proxy, but only students can add a third party to their account.
This article is for students who are granting Third Party permissions (proxy access).
Student Process
Step 1) Add contacts to Friends and Family
- In the Contact section of your profile, select Add under Friends and Family.
- Enter the required information, especially those fields notated by a red asterisk.
- You can select more than one relationship type for a contact if applicable and must designate at least one person as an emergency contact.
- Is Third Party User must be checked in order for the person to be considered a proxy user.
- After entering the name and relationship details, select the Contact information tab to continue.
An email address is required for a third party to receive the necessary emails. However, including all three types of contact information is recommended.
- Select the blue OK button to continue. You will need to add specific permissions for any third party (proxy) users you have added.
- Finalize your choices before selecting Done.
Step 2) Manage Permissions for Third Party
Once the required information is confirmed, you will see the yellow alert where the Third Party box says Yes.
- Select Manage Permissions for My Third Party under the Actions menu.
- Grant third party access by selecting 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.
- 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 your Third Party access
