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PROVIDING ACCESS TO A THIRD PARTY USER
Here's how to provide account access to a third-party, which may be useful if someone else views and/or pays your bills.
STEP 1
After logging in to Workday, click on the Cloud icon, and then select View Profile.
STEP 2
Select Contact in the left navigation bar, and then click the Friends and Family tab. Click
Add to create a new contact.
6/3/19
STEP 3
Enter your contact's information. To grant third-party access, you must check the box labeled Is Third Party User. Once you have entered all information, click the Contact Information tab.
STEP 4
On the Contact Information page, go to the Address section, and click Add. Enter your contact's address information. While the Usage drop-down menu automatically defaults to Mailing and Street Address, you may click to select different options.
STEP 5
In the Email section, you'll be prompted to click Add and enter your contact's email information. When you're done, click OK.
STEP 6
At this point, you'll be asked to review your contact's information. If everything looks accurate, click Done.
STEP 7
To confirm your contacts' information, simply return to the Contacts section, and click the Friends and Family tab, where you will see a list of your contacts. Be sure the Third Party section says Yes.
STEP 8
Select Contact from the left navigation, and then click the Friends and Family tab. Use the horizontal scrolling bar and move all the way to the right until you see the Actions button.
Click the Actions button and in the drop-down menu, select Manage Permissions for My
Third Party.
STEP 9
Confirm that the correct name appears in the Third Party field. Select Bentley University for Institutional Academic Unit and click OK.
STEP 10
!worddav2c5f0c111a287720e080b3fc582736f7.png|height=281,width=656!Under Tasks Available for Third Party Users, select the tasks you'd like to permit your contact to access and click Submit.
STEP 11
Last step! Review the FERPA Release Authorization Waiver. In the Purpose of Waiver field, type in "Parent Permission." Then check the Confirm box, click Submit, and then click Done. Please notify your parent or guardian that two emails will be sent to the email address you provided. The first email contains their username; the second email includes their temporary password, along with a link to the parent portal.
