Workday: Using your Third Party access

Summary

How to use Third Party / Proxy Access in Workday

This article is currently only for review purposes.

For details on the Workday timeline, see Workday Student Information.

This article is for those who are granted third party permissions by a student to manage certain aspects of the student's account at Columbus State.

Students looking to grant third party permissions, see: Workday: Friends and Family
Employees looking to assist, see: Job Aid - Third Party

See detailed instructions at the bottom for more details and images.

When you are given third party access, you will receive three emails to the email address provided:
1) "Access Granted" email 2) Provides username 3) Provides password
Click on the link provided in the email, then select Proxy Users on the Workday page.
Enter the credentials provided in the emails.
When prompted:
1. change the password
2. verify your email address

For more details on changing the password or verifying your email address, see the Detailed Instructions at the bottom of this article.

In Workday, in the My Tasks section, there will be a task to approve the permissions granted by the student.
Once approved, the proxy user can now perform the functions designated by the student by either using the Menu in the top-left corner or under the Your Top Apps section of the home page.

Click to expand detailed instructions

When you are given third party access, you will receive three emails to the email address provided:
1. "Access Granted" email
2. Workday proxy: username
3. Workday proxy: password
  Note: The student who set up the proxy account will then receive an email telling them the account has been created.
Click on the link provided in the email, then select Proxy Users.
Enter the credentials provided in the emails.
Upon selecting Sign In, the user will be prompted to change their password.
1. If the new password does not meet the requirements, an error message will appear.
Select Submit.
Select Set Up Now to set up email authentication.
Select Send to Email to receive the verification code.
Enter the Verification Code and select Continue.
Select Done.
In My Tasks, there will be a task to approve the permissions granted by the student.
Within the account, the proxy user can now perform the functions designated by the student by either using the Menu in the top-left hand corner or under the Your Top Apps on the home page.
1. Please note that the third party will be able to see all available functions that could be performed on the account, but they will not be able to access the data there if permissions were not granted by the student.
2. If the individual was granted proxy access by more than one student, they will be able to toggle between the students when performing a task.

Article ID: 935

Created

Tue 3/10/26 8:59 AM

Modified

Mon 3/23/26 1:53 PM