As an Adobe Workfront administrator, you can use an access level to define a user’s access to reports, dashboards, and calendars, as explained in Access levels overview.
This access also includes access to External Pages. For information about External Pages, see Grant access to financial data.
For information about permissions users can grant on a report, dashboard, or calendar when sharing it, see Share reports, dashboards, and calendars.
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 Reports, then select the abilities you want to grant under Fine-tune your settings.
The following options are enabled by default:
View Built-In Reports: This needs to be selected to see reports built by Workfront.
Share Reports Publicly: Reports can be shared publicly, by sharing a public link to the report with anyone that does not have a Workfront account. This option must be selected to allow for this level of sharing.
Share System-wide: Reports can be shared with everyone in the system who has a Workfront license. This option must be selected to allow for this level of sharing.
For information about sharing reports, dashboards, and calendars, see Share reports, dashboards, and calendars.
(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.
As the owner or creator of a report, dashboard, or calendar, you can share it with other users by granting them permissions to it, as explained in Share reports, dashboards, and calendars.
When you share any object with another user, the recipient’s rights on it are determined by a combination of two things: