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Adding your third-party authorization

This tutorial applies to both undergraduate and graduate students on the Okanagan campus.

If you want to give someone permission to access your academic or financial record, or to pick-up documents on your behalf, you can grant them third-party authorization.

Learn more about third-party authorization.

Before proceeding:

  • You may enter up to 3 authorized third parties.
  • Authorized third parties can contact UBC for your information but cannot act on your behalf (e.g. order transcripts, request refunds).
  • You must complete every field in the third-party authorization form. You can choose which permissions to grant to your third party.

How to add or change third-party authorizations

Go to your personal information in Workday

1. Log into your Workday account at myworkday.ubc.ca.

2. Click your user icon in the top right corner, then click the “View Profile” button.

3. In your profile, select the “Personal” menu item under “Summary”. Do not select “Personal” in the left sidebar.

4. Click the “Additional Data” tab in the top menu.

Add or update your third-party authorizations

1. Scroll down to find the “Third Party Authorization” section.

2. Click the “Edit” button.

3. Read the instructions and terms of use for third-party authorizations.

4. Fill out all fields in this section. You do not have to grant your third-party all permissions, but you do need to input a response in each field.

  • The “Authorization code” is a code you create and share with your third-party contact so UBC can verify their identity. This can be a word, a number, or any combination of letters, numbers or symbols.

5. Click the “OK” button to save your third-party authorization information.

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