Manage Your Third-Party Authorizations (3.5 minutes)

The Postsecondary Data Partnership (PDP) enables you to share your dashboards and de-identified analysis-ready (AR) files with third parties. You have the ability to easily view and manage access to your dashboards and/or reports with third-parties connected to the Clearinghouse.

Video Transcript

Let's dive into how to grant and edit third-party access in the post-secondary data partnership secure portal.

[Onscreen: Manage Third Party Access. Only add third parties that you have a relationship with. Underneath it is a gentlemen with his hands on the keyboard looking at the computer. Three callouts appear off the desktop computer monitor: Dashboard Reports, De-Identified Analysis Ready Files and Financial Aid Dashboard.]

Your institution controls what your contracted third-party partners access within PDP through the clearing house. Only add third parties that you have a relationship with. Only third parties with an active relationship with the Clearinghouse are available. If you would like to add a new third party to the list, please email PDPservice@studentclearinghouse.org.

[Screenshot of Accounts and Settings General Information tab of PDP. Gray pop out with white text: The Data Authorizer role is required to add or modify third party authorizations. If you need a role added, contact your user administrators.]

Before we get started, you need to have the data authorizer role to modify or add authorizations. All other users can view. If you need a role added, please contact your user administrators at your institution or system.

To review and set up access, log in to the secure portal, navigate to accounts and settings, and then control access to your data tab.

[Control Access to Your Data tab screen. Two columns: Control Access to Your Data and PDP Third Party Authorizations. Control Access to Your Data section is faded out. The PDP Third Party Authorizations title is clickable.]

First, let's cover granting access to individual institutions. Click on PDP third party authorization.

[Third Party Authorizations for Institution page. There is a link to go back to the Control Access to Your Data page, a search bar with search third party placeholder text and a grayed out add new third party. Beneath that is a table with seven columns: Organization, City, State, Change History, Dashboard Reports, De-ID AR Files and Financial Aid Dashboard. A sample Sandy Alliance Corp that resides in Herndon, VA with a clickable change history date of May 1, 2023. The dashboard reports are enabled and the AR files and Financial Aid dashboards are disabled. There is an orange Edit button.]

In the search box, search for the third party by full company name.

[Test 3PO PDP is entered into search box. A dropdown appears with that name. Once selected the dropdown disappears and the Add New Third Party button becomes clickable and changes to an orange background.]

Select it and then click add new third party.

[The screen grays out and Add Third Party Authorizations popup appears. All three options of dashboard reports, de-identified Analysis Ready AR files and financial aid dashboard are selected and the Add Third Party button is selected.]

There are three types of third-party authorizations you can select dashboard reports, de-identified analysis ready AR files and financial aid dashboard. Authorizing deidentified AR files gives access to both the cohort and course deidentified AR files. Select permissions for this third party and then select add third party. It takes between 48 to 72 hours for the authorization to become effective.

[The screen returns to the Third Party Authorizations for Institutions. Test 3PO PDP has been added to the table.]

A table of any third parties added displays beneath the search institutions. Here I've enabled the dashboards for Sandy's Corp. And there's the date that it was changed or given. Need to adjust access? To remove or add access, click edit in the row with the third party's name.

[After edit is clicked for Sandy's Alliance Corp the screen grays out and displays the Edit Third Party Authorizations popup, a similar popup with the same three options as the earlier Add Third Party Authorizations popup. The Dashboard Reports and De-Identified AR files are checked. For Sandy's Alliance Corp, the De-Identified AR Files checkbox is unchecked to remove access. The "Yes, Save Changes" button remains grayed out until one of the three options are changed.]

Check or uncheck the options to grant or revoke, then save your changes.

[The screen returns to the Third Party Authorizations for Institutions. For Sandy's Alliance Corp, the De-ID AR File column is listed as disabled.]

Want to view access history? Click on the date. The table is defaulted to 10 per page, but that can be changed.

[Shows the Control Access to Your Data tab for systems. In the PDP Third Party Authorizations column section there is a sentence at the bottom stating the user can control access for individual institutions or view and edit systemwide permissions. View and edit systemwide permissions is clickable. Underneath the Control Access to Your Data and PDP Third Party Authorization columns is a Configure Actions for Individual Institutions table. The table has 8 columns displayed.]

Now, for systems, on the control access to your data tab, click view or edit systemwide permissions.

[Third Party Authorizations for App Test School - Do not Touch page. There is a link to return to Control Access to Your Data, a third party search bar with a grayed out Add New Third Party and a table with Sandy's Alliance Corp that has dashboard reports enabled. The organization's names in the table are clickable. Test 3PO PDP is searched for, in the Add Third Party Authorizations, all options are checked and Add New Third Party button is selected. Returning to the page from the popup, Test 3PO PDP organization appears in the table with dashboard reports, De-ID AR Files and Financial Aid Dashboard enabled.]

Search for, grant permissions and add third parties. Once you add a third party, it will display in the table. Click on the name of the third party to see a list of individual institutions permissions.

[Third Party Authorizations for Sandy's Alliance Corp page. There is an Edit/Override Access System Wide button for Sandy's Alliance Corp. Six institutions are listed in the table with columns: Name, city, state, org id, change history, dashboard reports, De-ID AR Files and Fin. Aid Dashboard. there is an edit button in each row.]

You can either edit access by institution or edit all institutions for this third party's access.

[Accounts and Settings breadcrumb link is highlighted. Control Access to Your Data tab screen. The Configure Access for Individual Institutions has the name, city, state, Org ID, Change History, Third Party Authorizations, EMI and CI. EMI and CI have checkboxes in the columns. Third Party Authorizations have a clickable View/Edit Third Parties link in each row.]

If you want to edit authorizations by individual schools, go back to the control access to your data page and scroll down to the table of your institutions. Find the row with the desired institution and then select view/edit third parties.

[Third Party Authorizations for Appdev test school - do not touch page. Test 3PO PDP is searched for, Add new Third Party button is selected, and the Edit Third Party Authorizations popup appears.]

It's the same process as for individual institutions participating.

[For more information contact PDPservice@studentclearinghouse.org or your Account Manaager.]

That's all there is to it. If you have questions, please contact PDP support or your account manager.