The Accounts Receivable Office can only provide and discuss the details of a student's financial account (U-Bill) with the student. Friends and Family Release allows a 3rd party to have access to this information. This release can allow both login access to view and informational release when calling our office.
Friends and Family Release
Within the Workday Student Profile, under the Personal section there is a Friends and Family tab that shows a list of all current individuals. There is a button on this page to add a new individual. There is also an option to edit an existing individual's information and access. The "Third Party User" box must be checked before proxy login access or informational release can be granted.
Manage Permissions
Once someone is added to Friends and Family as a third party user there is an action menu on the far right by their listing. By selecting "Manage Permission for My Third Party" the student can release select information to be available to the third party when they log in with their proxy account. Please note that this feature is not available on the mobile app. There are many options here but the ones that impact our office are as follows:
- Make a Payment (allows paying the U-Bill online)
- View Account Activity (allows access to view all charges and payments)
- View Student Statement (allows access to the monthly statement)
Privacy Release
After selecting permissions there is a "Purpose of Waiver" that must be completed. This step also generates the emails to your third party with their login information and instructions for setting up their proxy login account. For our office to be allowed to speak with any 3rd party they must be on this list and have the "Third Party User" box checked and "Privacy Release Authorization Waiver" marked as Yes.
Students can follow this link to view a detailed guide of how to set up Friends and Family.
Friends and Family who have already been set up as a Third Party User can log into Workday here.