Granting a Third Party Direct Access to Your Academic Record

You have the option to grant individuals third party access to your academic record. This means they will have their own Workday account where they can login and access selected information on your student record. 

STEP 1

Click the person icon on your home screen, then click the View Profile button

STEP 2

Select Contact from the blue navigation panel

STEP 3

Click the Friends and Family tab

STEP 4

Click on Add (or if the contact already exists, click the Actions button next to their name and then click Edit Friends and Family)

STEP 5

Click on Relationship Types. Select the box next to the appropriate relationship type.

STEP 6

Click in the Relationship field. Select the radio button next to the appropriate Relationship description.

STEP 7

Select the box for "Is Third Party User"

STEP 8

Enter your third party's first name and last name in the appropriate fields 

STEP 9

Click on Contact Information tab. Enter your third party's information. An email address is required, a phone number and address are optional.

• Click on Add under Email

• Enter your third party's email address. This is the email address they will use to log in to their Workday account.

• Click in the Type field. Select the appropriate email type.

• Click OK

It is normal to get two alerts at this point. You can click on the alerts for additional information. The alerts are letting you know there is one more step before you are done granting your third party user access to your account. Click the X icon to close the errors and alerts window. Then Click Done.

STEP 10

In the Friends and Family grid, scroll to the right until you see the Actions button. Click Actions, then select Manage Permissions for My Third Party. Click OK.

STEP 11

Select the items you would like to allow your third party user to access. Once your choices have been selected, click OK.

STEP 12

Read the Privacy Release Authorization Waiver

STEP 13

Type an explanation of why the release is being granted to your third party user in the Purpose of Waiver box. Click Confirm, the Submit.

RESULTS:

Your third party should now receive two emails, one with a temporary password and one with a username. Upon their first login they will be prompted to change their password. They will need to log in to their account to view the released information.

NOTES: 

You can rescind third party authorization at anytime. To do so, follow the steps below:

• Click on the person icon, and then the View Profile button

• From your profile page, click Contact from the blue navigation panel

• Click the Friends and Family tab

• Scroll right until you see the Actions button. Click the Actions button and then select Edit Friends and Family

• Unclick the "Is Third Party User" box so that the blue checkmark disappears

• Click OK, then Done

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Functional Office Contact for this Page

Office of the Registrar

719-587-7322

registrarsoffice@adams.edu