Grant access to filters, views, and groupings

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.

Access requirements

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.

Configure user access to filters, views, and groupings using a custom access level

  1. Begin creating or editing the access level, as explained in Create or modify custom access levels.

  2. 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.

  3. (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.

  4. 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.

Action
Planner
Worker
Reviewer
Requester
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
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