Edit a user’s profile

IMPORTANT

The procedure described on this page applies only to organizations that have not yet been onboarded to the Admin Console. If your organization has been onboarded to the Adobe Admin Console, you must perform this action through the Adobe Admin Console.

For instructions on editing a user’s profile in the Adobe Admin Console, see the section “Edit user details” in the article Manage users individually or contact your Adobe Admin Console Administrator.

For a list of procedures that differ based on whether your organization has been onboarded to the Adobe Admin Console, see Platform-based administration differences (Adobe Workfront/Adobe Business Platform).

As an Adobe Workfront administrator, you can create new users and manage the profiles of existing ones. For information about creating users, see Add users.

Users with a Plan license can also create and manage users. For information about the access needed to edit users, see Grant access to users.

Access requirements

You must have the following to perform the steps in this article:

Adobe Workfront plan Any
Adobe Workfront license Plan
Access level configurations

You must have one of the following:

  • The System Administrator access level. For information, see Grant a user full administrative access.

  • Users setting in your access level configured to Edit access, with Create and at least one of the two User Admin options enabled under Fine-tune your settings .

    Of these two options, if User Admin (Group Users) is enabled, you must be a group administrator of a group where the user is a member.

    For more information about the Users setting in an access level, see Grant access to users.

Edit a user profile

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Users .

  2. Select the user, then click the Edit icon .

  3. In the Edit User box that displays, change any of the following information, then click Save Changes:

    Personal Info
    • First Name, Last Name
    • Email Address: The email address for a user is also their username in Workfront. This field is case-sensitive and must be unique. If any user attempts to add a non-unique email address 3 times within a 10-minute window, a reCAPTCHA response appears.

      If you use the email allowlist and enter an email domain not on the list, the user will not receive email notifications. For more information about the allowlist, see Configure your email allowlist.

    • Reset Password: Click this link to reset the user's password. You are asked for your own password before you can reset a user's password.

      To reset another user's password, you must be a Workfront administrator, or a group administrator.

      NOTE:

      • If you are a group administrator, you can reset passwords only for users in the groups where you are designated as such. Also, the User Admin (Group Users) permission must be enabled in your access level:

        This setting is disabled by default. For more information, see Create or modify custom access levels.

      • You cannot reset the password of a Workfront administrator.

    • <SSO Configuration> Username: If your Workfront administrator enabled an SSO integration with Workfront, the SSO Username displays in this field. The type of SSO configuration enabled for your Workfront instance is visible in this field.
    • OnlyAllow <SSO Configuration> Authentication: If your Workfront administrator enabled an SSO integration with Workfront and has updated all users for SSO, this field is selected by default. The type of SSO configuration enabled for your Workfront instance is visible in this field.

      When this field is selected, the user is required to log into Workfront with their SSO credentials. Unchecking it will allow them to log in to Workfront with their Workfront credentials.

      For more information about configuring Workfront with an SSO solution, see Overview of single sign-on in Adobe Workfront

      For more information about updating users for SSO, see Update users for single sign-on.

      NOTE: If you are a group administrator, you can edit the <SSO Configuration> fields only for users in the groups where you are designated as such. Also, the User Admin (Group Users) permission must be enabled in your access level.

      If you are a group administrator and you have the User Admin (All Users) permission enabled in your access level, you can edit the <SSO Configuration> fields for all users.

    • Job Info: Information about the job, like the job title, and what area of expertise the user is responsible for.
    • Contact Info: The user's phone number and address.

      If the user is enabled for Unified User Management (UUM) or Adobe Identity Management System (IMS), the Country field in the Contact Info section only accepts country code values (for example, US, GB, IN).

    Preferences
    • Time Zone: The user's time zone.

      For information about helping users collaborate in Workfront across time zones, see Working across time zones.

    • Email Locale: The user's preferred email locale. This affects the format of numbers and dates in the emails that come from Workfront.
    • Show percent complete on update status: Check this option if you want to display a percent complete bar inside the Update area of this user's tasks.
    • Send work I assign to myself to my Working On tab: Check this option if you want everything that the user assigns to themselves to appear directly on the Working On tab. The default is to list everything assigned to a user on their Work Request tab.
    Notifications

    Select the email notifications which should be enabled for the new user.

    You can select instant as well as daily digest notifications.

    For more information, see Configure event notifications for everyone in the system.

    Access
    • Is Active: Select this box to indicate that the user is active. Active users use a Workfront license. Clearing the box deactivates the user.
    • Access Level: Select the access level to assign to this user.

      When you assign an access level to a user, you can assign a level equal to or less than your own access level. (For example, if your access level is Planner, you cannot assign the Administrator access level.) However, you cannot assign an access level that by default is less than your own access level if the Workfront administrator has enabled non-default permissions on the access level that are not also enabled in your own access level (via the Fine-Tune settings, as described in Create or modify custom access levels).

      For more information about access levels, see Configure access to Adobe Workfront.

    • Layout Template: Choose a Layout Template for the user. This Layout Template takes precedence over any Layout Template assigned to the user's Home Group, Home Team or primary job role. For more information about the assignment priority of Layout Templates, see Create and manage layout templates.

      NOTE:

      The list of templates you have available in this field depends on your access:

      • As a Workfront administrator, you can see all system-level and group-level Layout Templates.
      • As a group administrator, you can see system-level layout template, as well as those associated with the groups that you manage.
      • As a user with a Plan license and access to edit users, you can see only system-level Layout Templates.

      For more information about group-level Layout Templates, see Create and manage layout templates.

    Organization
    • Company: The company of the user. Users can be associated only with one company. You must create a company before you can associate it with a user. Only active companies display in the list. For information about creating companies, see Create and edit companies.
    • Reports to: If you specified a company for the user, you can also specify the direct manager of the user in this field. A user can have only one manager.
    • Direct Reports: If you specified a company for the user, you can also specify the direct reports of the user. A user can have multiple direct reports.
    • Home Team: Specify the home team for the user. Users can only have one home team.
    • Other Teams: Users can belong to multiple teams.
    • Home Group: Select an appropriate group to assign the user. This gives the user the ability to access objects that are shared with the group.

      This is a required field. Every user must be associated with a home group. If you don't select one, your group is assigned as the new user's home group.

      NOTE: You can assign a group to a user only if you are a Workfront administrator, you are the administrator of the group, or the group is public.

    • Other Groups: Users can belong to multiple groups. You can assign a group to a user only if you are a Workfront administrator, you are the administrator of the group, or the group is public.

      IMPORTANT: Adding a user to more than 100 groups may cause performance issues in any area of Workfront that loads the list of groups.

      For more information about public groups, see Create a group.

      For more information about groups, see Groups overview.

    Resource Planning
    • Schedule Deactivation: Check this box if you want to schedule this user to be deactivated after a period of time.
    • Scheduled Deactivation Date: The date after which the user becomes deactivated. For information about scheduling users for deactivation, see the Schedule users for deactivation in Deactivate or reactivate a user.
    • Primary Role: This is the primary job role that the user can fulfill in Workfront. Every task and issue that the user is assigned to is also assigned to this job role. Job roles are essential in resource management. You can update this field only if you have a Plan license with administrative user access, or if you are a Workfront administrator. For more information about setting up users with administrative user access, see Grant access to users.

      Only active job roles display in the list.

    • If you selected a Primary Role, the Percentage of FTE Availability field displays. Specify what percentage of time of the user's schedule is allocated to this job role. The default value for the Percentage of FTE Availability for the Primary Role is 100%.
    • Other Roles: A user can have multiple job roles in Workfront. Job roles are essential in resource management. There is no limit for how many job roles a user can fulfill. However, we recommend to not assign one user to an excessively large number of job roles, because resource management might become too complex for these users.

      Only active job roles display in the list. For more information about job roles, see Create and manage job roles.

      You can update this field only if you have a Plan license with administrative user access, or if you are a Workfront administrator.
      For more information about setting up users with administrative user access, see Grant access to users.

    • (Conditional) If you selected one or multiple Other Roles, the Percentage of FTE Availability field displays for each role. Specify what percentage of time of the user's schedule is allocated to each job role. The default value for the Percentage of FTE Availability for the Other Roles is 0%.

      NOTE: If Other Roles have a 0% FTE Availability, they do not display in the Resource Planner, unless the users are assigned to tasks in these roles.

      user_settings_roles_and_dte_boxes_rp_story.png

      NOTE:

      The sum of all Percentages of FTE Availability for all roles must equal 100%. Each Percentage of FTE Availability calculates the Available Hours for each role per user in the Resource Planner. The Available Hours for each role per user depends on the available time for the user.

      The available time for the user is calculated by Workfront depending on the method that has been selected by the Workfront administrator to calculate the FTE in the Resource Management Preferences.

      For information about calculating availability for the user, see Overview of calculating hours and FTE for users and roles in the Resource Planner.

      For information about configuring Resource Management preferences, see Configure Resource Management preferences.

    • Schedule: Associate a schedule with the user. The schedule of the user calculates the timeline of the tasks the user is assigned to.

      You must create a schedule before you can associate it with a user. For more information about creating schedules, see Create a schedule.

      NOTE: We recommend that the schedule you associate with the user matches the user's Time Zone.

    • Timesheet Profile: Associate a Timesheet Profile with the user to ensure that timesheets generate automatically for the user.

      NOTE: The list of profiles you have available in this field depends on your access:

      • As a Workfront administrator, you can see all system-level and all group-level Timesheet Profiles.
      • As a group administrator, you can see system-level Timesheet Profiles, as well as those associated with the groups that you manage.
      • As a user with a Plan license and access to edit users, you can see only system-level Timesheet Profiles. For more information about group-level Timesheet Profiles, see Create, edit, and assign timesheet profiles.

    • Default Hour Type: Select the default hour type for the user. This is the hour type that is used by default when the user logs time.
    • Available Hour Types: Select the hour types that should be available to the user. These hour types are visible everywhere in Workfront where the user can log time. A user can only see the hour types that are enabled at the project level as well as the user level. For more information about what hour types are available to users, see Define hour types and availability for timesheets.
    • Log Time in: Select whether the user should log time on work items in hours or days. For more information, see Configure whether time is logged in hours or days.
    • FTE: The system uses this number to calculate the availability of the user based on the Default Schedule only when the Resource Management Preferences at the system level are set to The Default Schedule. The value must be 0 or between .1 and 1.

      For example, if the FTE value is 0.5 and the Default Schedule is 40 hours, the user is available to work for 20 hours a week.

      If the Resource Management Preferences at the system level are set to The User's Schedule, the value you specify here is ignored and the user is considered to be available according to what is specified in their schedule. In this case, the FTE of the user for the Resource Planner is calculated by the following formula:

      User Available FTE = Hours from the Schedule of the User/ Default Schedule Hours

      For more information about calculating user FTE, see Overview of calculating hours and FTE for users and roles in the Resource Planner.
      For more information about creating schedules in Workfront, see Create a schedule.

      Schedule exceptions and time off might affect the amount of Planned Hours or FTE. For more information, see Configure Resource Management preferences.

    • Resource Pools: Associate the user with Resource Pools. For more information, see Associate resource pools with users .
    • Cost Per Hour: The amount of cost per hour for the user.
    • Billing Per Hour: The amount of billing per hour for the user.
    Custom Forms Associate an existing user custom form with this user. You must create a custom form before you can associate it with a user. Only active custom forms display in the list. For information about creating custom forms, see Create or edit a custom form.
    Comment

    Type the comment you want to send to the users and to the Updates area of their user profiles.

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