Third Party Proxy Accounts: Quick Start Guide

Summary

Instructions on how to set up Proxy accounts for parents and guardians of students

Body

Students can designate selected Friends and Family as Third Party Proxies. Depending on the permissions granted by the student, Third Parties are able to see selected information from the student’s account, make payments on behalf of the student, etc. 

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Workday for Affiliates

Using Workday for Affiliates: Third Party Proxy Instructions

Step 1: Students Initiate the Process

Instructions for Students (click to show/hide):

Only a student can initiate this process. Workday does not allow any other individual to initiate the process on the student's behalf as a security measure to protect the student's FERPA rights.

Here is how a student would initiate the process:

Students can also access written instructions within Workday. Third Parties can access copies of these written instructions outside of Workday.

Step 2: Third Party Proxies Set Up Accounts

Third Party Access to Workday does not work from the Workday Mobile App. Please use a browser (such as Google Chrome) on your phone or computer to access Workday as a Third Party

  1. See our guide on setting up your Third Party Workday Account (link opens in a new window)

  2. Once your account is set up, you can log into Workday for Affiliates (link opens in a new window)
    We encourage you to bookmark this link

  3. See our guide on navigating your Third Party Workday Account (link opens in a new window)

Additional Information

Please Note: Third Party Proxies are not able to see or interact with tax documents or financial aid details. This information is available only to students.

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Details

Details

Article ID: 137579
Created
Tue 9/7/21 3:07 PM
Modified
Mon 7/1/24 11:50 AM

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