Add users

Transcript

Users can be added to Workfront by importing in bulk using a template, copying another user, or creating one from scratch. Here we’ll show you each so you can decide which option is best for you. Adding users to Workfront is not solely reserved for admins, which is why they are added through the Users area found in the main menu. If you don’t see this area in your instance, please contact your Workfront administrators. If you’re starting with a brand new instance of Workfront or launching a new area of business into your instance, we recommend using a bulk import, especially if you’re adding more than 5 to 10 users. That can be done by clicking New User, selecting Import Users, and from the Import Users window, downloading the sample file. The file shows the basic information needed to import a list of users into Workfront. Once entered and saved, go back to the Import Users window and click Choose File. Find and select the file you filled in, and the Import Users window refreshes to show the list of users to import. By default, the system sends an email invitation. From there, click Import, and all the listed users are added to your instance of Workfront. Until the user logs in and creates a password, they will have Unregistered next to their name. And although it’s not required, it’s recommended that you go and fill in additional information for users, such as teams, home group, schedule, etc. This is especially helpful if you plan on using additional tools like resource management. You can bulk edit user information if a majority of the users need similar permissions and access. Now, if you already have users in Workfront, like we do now, you can start to add individual users as needed. Your first option is to copy another user to create a new one. That means basic information in settings, like groups, access level, teams, etc., will be the foundation for the new user created. For example, you hired a new videographer who needs to make updates and get approvals through Workfront. You can simply check the box next to the user with the desired user settings, click the Copy icon, and from the Copy User window, enter information for the new user, which is typically first and last name and email address. As a side note, if you haven’t already, look over the user settings to make sure this new user will have the capabilities and access needed to use Workfront for their role. When done, you can either click Add this person to add the individual user or Add person and start another if there are more than one. Either way, once saved, the user can log in and use Workfront with the same abilities and access as the copied user. You can, of course, create a new user from scratch through the New User option. You only need to fill in the basics shown in the New User box. However, it can also be helpful to fill in additional information using the Show Advanced options.