{"id":1689,"date":"2023-08-09T17:43:26","date_gmt":"2023-08-09T21:43:26","guid":{"rendered":"https:\/\/help.studentclearinghouse.org\/pdp\/?post_type=ht_kb&#038;p=1689"},"modified":"2025-06-09T12:18:50","modified_gmt":"2025-06-09T16:18:50","slug":"sharing-data-with-third-parties","status":"publish","type":"ht_kb","link":"https:\/\/help.studentclearinghouse.org\/pdp\/knowledge-base\/sharing-data-with-third-parties\/","title":{"rendered":"Sharing Data with Third Parties"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">CONTENTS<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/help.studentclearinghouse.org\/pdp\/knowledge-base\/sharing-data-with-third-parties\/#Individual_Institutions\" >Individual Institutions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/help.studentclearinghouse.org\/pdp\/knowledge-base\/sharing-data-with-third-parties\/#Systems_of_Institutions\" >Systems of Institutions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/help.studentclearinghouse.org\/pdp\/knowledge-base\/sharing-data-with-third-parties\/#Third_Parties\" >Third Parties<\/a><\/li><\/ul><\/nav><\/div>\n<p>You can use the <a href=\"https:\/\/help.studentclearinghouse.org\/pdp\/knowledge-base\/about-the-secure-portal\/\">Secure Portal<\/a> to grant authorizations to third parties so they can view dashboards (excluding the Financial Aid dashboard), view the Financial Aid dashboard, and\/or receive de-identified cohort and course analysis-ready files<\/p>\n<p>You can only add or modify authorizations if your account has the Data Authorizer role. Otherwise, you can only view existing authorizations. (View the <a href=\"https:\/\/www.studentclearinghouse.org\/academy\/courses\/pdp\/lessons\/adding-pdp-user-roles\/\">Managing PDP User Access<\/a> tutorial to learn more about user roles.)<\/p>\n<p>To view or edit third-party authorizations, select the <strong>Control Access to Your Data<\/strong> tab in the Secure Portal.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/controlaccesstab-e1691645458526.png\" alt=\"\" width=\"425\" height=\"249\" \/><\/p>\n<p>Authorizations appear as <em>Enabled<\/em> (permitted) or <em>Disabled<\/em> (not permitted). You can filter the data by specific parameters.<\/p>\n<p>To sort the data by column, click the column header, then click the arrow on the right to sort by ascending or descending.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/sort-1.png\" alt=\"\" width=\"156\" height=\"121\" \/><\/p>\n<p>To view information about recent authorization changes, click the date in the <em>Change History<\/em> column.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/changehistory.png\" alt=\"\" width=\"600\" height=\"294\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/changehistory2.png\" alt=\"\" width=\"350\" height=\"197\" \/><\/p>\n<div class=\"info\">\n<p>Authorizations from print Authorized Entity forms do not show institution names in the <em>Change History<\/em> details.<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Individual_Institutions\"><\/span>Individual Institutions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3>Adding Authorizations<\/h3>\n<p>1. Click <strong>PDP Third Party Authorization<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/pdpthirdpartyauth-ins.png\" alt=\"\" width=\"500\" height=\"292\" \/><\/p>\n<p>2. Enter the third party name in the search box and select it from the drop-down. Only third parties with active Clearinghouse accounts are displayed. If you would like to add a third party, contact us at <a href=\"mailto:pdpservice@studentclearinghouse.org\" target=\"_blank\" rel=\"noopener\">pdpservice@studentclearinghouse.org<\/a>.<\/p>\n<p>3. Click <strong>Add New Third Party<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/search-ins.png\" alt=\"\" width=\"442\" height=\"312\" \/><\/p>\n<p>4. Select the reports to which you would like to grant access.<\/p>\n<p>5. Click <strong>Add Third Party<\/strong>. Your institution&#8217;s profile will reflect the change immediately; however, it will not take effect for 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/step5.png\" alt=\"\" width=\"400\" height=\"328\" \/><\/p>\n<h3>Modifying Authorizations<\/h3>\n<p>1. Click <strong>PDP Third Party Authorization<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/pdpthirdpartyauth-ins.png\" alt=\"\" width=\"500\" height=\"292\" \/><\/p>\n<p>2. Click <strong>Edit<\/strong> next to the third party you would like to modify.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/editthirdparty-ins-1.png\" alt=\"\" width=\"600\" height=\"350\" \/><\/p>\n<p>3. Select the reports for which you would like to add access and\/or uncheck reports for which you would like to remove access.<\/p>\n<p>4. Click <strong>Yes, Save Changes<\/strong>. Your institution&#8217;s profile will reflect the change within 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/editthirdparty-ins2.png\" alt=\"\" width=\"400\" height=\"329\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Systems_of_Institutions\"><\/span>Systems of Institutions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3>Adding System-Wide Authorizations<\/h3>\n<p>1. Click <strong>View and Edit System-Wide Permissions<\/strong> on the <em>PDP Third Party Authorization<\/em> tile.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/vieweditsystemwide-e1691645739635.png\" alt=\"\" width=\"600\" height=\"362\" \/><\/p>\n<p>2. Enter the third party name in the search box and select it from the drop-down.\u00a0Only third parties with active Clearinghouse accounts are displayed. If you would like to add a third party, contact us at <a href=\"mailto:pdpservice@studentclearinghouse.org\" target=\"_blank\" rel=\"noopener\">pdpservice@studentclearinghouse.org<\/a>.<\/p>\n<p>3. Click <strong>Add New Third Party<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/search-system.png\" alt=\"\" width=\"442\" height=\"312\" \/><\/p>\n<p>4. Select the reports to which you would like to grant access.<\/p>\n<p>5. Click <strong>Set Permissions System-Wide<\/strong>. All institutions in the system will reflect the change immediately; however, it will not take effect for 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/reports-systems.png\" alt=\"\" width=\"400\" height=\"394\" \/><\/p>\n<h3>Adding Institution-Specific Authorizations<\/h3>\n<p>1. Click <strong>View\/Edit Third Parties<\/strong> next to the institution name in the institutions list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/vieweditthirdparties.png\" alt=\"\" width=\"700\" height=\"215\" \/><\/p>\n<p>2. Enter the third party name in the search box and select it from the drop-down.\u00a0Only third parties with active Clearinghouse accounts are displayed. If you would like to add a third party, contact us at <a href=\"mailto:pdpservice@studentclearinghouse.org\" target=\"_blank\" rel=\"noopener\">pdpservice@studentclearinghouse.org<\/a>.<\/p>\n<p>3. Click <strong>Add New Third Party<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/search-system.png\" alt=\"\" width=\"442\" height=\"312\" \/><\/p>\n<p>4. Select the reports to which you would like to grant access.<\/p>\n<p>5. Click <strong>Add Third Party<\/strong>. The institution will reflect the change immediately; however, it will not take effect for 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/addthirdparty-system1.png\" alt=\"\" width=\"400\" height=\"316\" \/><\/p>\n<h3>Modifying System-Wide Authorizations<\/h3>\n<p>1. Click <strong>View and Edit System-Wide Permissions<\/strong> on the <em>PDP Third Party Authorization<\/em> tile.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/vieweditsystemwide-e1691645739635.png\" alt=\"\" width=\"600\" height=\"362\" \/><\/p>\n<p>2. Click the third party&#8217;s name in the organizations list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/step2.png\" alt=\"\" width=\"500\" height=\"358\" \/><\/p>\n<p>3. Click <strong><strong>Edit\/Override Access System-Wide.<\/strong><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/editsystemwide.png\" alt=\"\" width=\"500\" height=\"280\" \/><\/p>\n<p>4. Select the reports to which you would like to grant access.<\/p>\n<p>5. Click <strong>Set Permissions System-Wide<\/strong>. All institutions in the system will reflect the change\u00a0immediately; however, it will not take effect for 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/reports-systems.png\" alt=\"\" width=\"400\" height=\"394\" \/><\/p>\n<h3>Modifying Institution-Specific Authorizations<\/h3>\n<p>There are two ways to modify institution-specific authorizations for a system of institutions: you can select the third party first, then the institution or select the institution first, then the third party.<\/p>\n<h4>Third Party &gt; Institution<\/h4>\n<p>1. Click <strong>View and Edit System-Wide Permissions<\/strong> on the <em>PDP Third Party Authorization<\/em> tile.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/vieweditsystemwide-e1691645739635.png\" alt=\"\" width=\"600\" height=\"362\" \/><\/p>\n<p>2. Click the third party&#8217;s name in the organizations list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/step2.png\" alt=\"\" width=\"500\" height=\"358\" \/><\/p>\n<p>3. Click <strong>Edit<\/strong> next to the institution&#8217;s name in the institutions list. If permissions had been granted to some but not all institutions, you will see both <strong>Add<\/strong> and <strong>Edit<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/step2-2.png\" alt=\"\" width=\"600\" height=\"325\" \/><\/p>\n<p>4. Select the reports for which you would like to add access and\/or uncheck reports for which you would like to remove access.<\/p>\n<p>5. Click <strong>Yes, Save Changes<\/strong>. The institution will reflect the change\u00a0immediately; however, it will not take effect for 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/savechanges1.png\" alt=\"\" width=\"400\" height=\"328\" \/><\/p>\n<h4>Institution &gt; Third Party<\/h4>\n<p>1. Click <strong>View\/Edit Third Parties<\/strong> next to the institution name in the institutions list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/vieweditthirdparties.png\" alt=\"\" width=\"700\" height=\"215\" \/><\/p>\n<p>2. Click <strong>Edit<\/strong> next to the third party you would like to modify.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/step3.png\" alt=\"\" width=\"700\" height=\"244\" \/><\/p>\n<p>3. Select the reports to which you would like to grant access.<\/p>\n<p>4. Click <strong>Yes, Save Changes<\/strong>. The institution will reflect the change immediately; however, it will not take effect for 48-72 hours.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/savechanges1.png\" alt=\"\" width=\"400\" height=\"328\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Third_Parties\"><\/span>Third Parties<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Third parties have access to the portal to view their data authorizations from institutions and systems of institutions. Third party users can select the <strong>Data Sharing Authorizations<\/strong> tab to view which institutions and\/or systems of institutions have granted them access, but they cannot make changes.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/thirdpartyview.png\" alt=\"\" width=\"500\" height=\"393\" \/><\/p>\n<p>If the third party has authorizations granted to them, they will see them displayed in a list, which they can sort by institution or system name.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/thirdparty2-1.png\" alt=\"\" width=\"700\" height=\"450\" \/><\/p>\n<p>If the third party does not have any authorizations, the list will not display.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"capturedimg\" src=\"https:\/\/help.studentclearinghouse.org\/pdp\/wp-content\/uploads\/secureportal-thirdpartyview.png\" alt=\"\" width=\"700\" height=\"517\" \/><\/p>\n<p>If a third party requires specialized groupings, advise them to contact us at <a href=\"mailto:implementations@studentclearinghouse.org\" target=\"_blank\" rel=\"noopener\">implementations@studentclearinghouse.org<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn to use the Secure Portal to grant authorizations to third parties so they can view dashboards (excluding the Financial Aid dashboard), view the Financial Aid dashboard, and\/or receive de-identified cohort and course analysis-ready files.<\/p>\n","protected":false},"author":6,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"ht-kb-category":[47,80],"ht-kb-tag":[],"class_list":["post-1689","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sharing-data","ht_kb_category-institutional-leaders"],"_links":{"self":[{"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/ht-kb\/1689","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/comments?post=1689"}],"version-history":[{"count":23,"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/ht-kb\/1689\/revisions"}],"predecessor-version":[{"id":16600,"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/ht-kb\/1689\/revisions\/16600"}],"wp:attachment":[{"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/media?parent=1689"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/ht-kb-category?post=1689"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/pdp\/wp-json\/wp\/v2\/ht-kb-tag?post=1689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}