As an Adobe Workfront administrator, you can use an access level to define a user’s access to the filter, view, and grouping controls for lists and reports, as explained in Access levels overview.
For information about the filter, view, and grouping controls, see Reporting elements: filters, views, and groupings.
You must have the following access to perform the steps in this article:
|Adobe Workfront plan||Any|
|Adobe Workfront license||Plan|
|Access level configurations||
You must be a Workfront administrator.
NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Begin creating or editing the access level, as explained in Create or modify custom access levels.
Click the gear icon on the View or Edit button to the right of Filters, then select the abilities you want to grant under Fine-tune your settings.
By default, users with a Plan, Work, Reviewer, or Request license have full View and Edit abilities. Users with an External User license do not access to filters, views, and groupings.
(Optional) To configure access settings for other objects and areas in the access level you are working on, continue with one of the articles listed in Configure access to Adobe Workfront, such as Grant access to tasks and Grant access to financial data.
When you are finished, click Save.
After the access level is created, you can assign it to a user. For more information, see Edit a user’s profile.
This table lists what a Workfront administrator can allow users with each license type to do with filter, views, and groupings. For information about the Workfront license types, see Adobe Workfront licenses overview.
|Edit filters, views, and groupings||✓||✓||✓||✓|
|Create filters, views, and groupings||✓||✓||✓||✓|
|View filters, views, and groupings||✓||✓||✓||✓|
|Delete filters, views, and groupings||✓||✓||✓||✓|
|Share filters, views, and groupings||✓||✓||✓||✓|
|Share filters, views, and groupings system-wide||✓||✓||✓||✓|