Configurable access to functionality for each object type
This article explains what you can allow as an Adobe Workfront administrator for each object type, in each access level. It also explains what the default configuration is for each type of access level.
In each access level, you can configure the following options for projects:
Access level
Options
Planner (Plan license type)
No access
View
To fine-tune this, you can configure the ability to share projects. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to projects.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Copy
Delete
View
Share
Share system-wide
Worker
No access
View
To fine-tune this, you can configure the ability to share projects. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows limited editing access to projects. To see how Edit access is limited in a Worker access level as compared to a Planner access level (which allows full Edit access to projects), see the section Projects in the article Functionality available for each object type.
To fine-tune this, you can configure the ability to share projects. Click the gear icon on the Edit button, then disable or enable the Share option (enabled by default).
Reviewer
No access
View (default selection)
Requestor
No access
View
(default selection)
View access is limited because you can't fine-tune it to enable or disable project sharing.
External User
Access to projects is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Tasks
In each access level, you can configure the following options for tasks:
Access level
Options
Planner
No access
View
To fine-tune this, you can configure the ability to share tasks. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to tasks.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Worker
No access
View
To fine-tune this, you can configure the ability to share tasks. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to tasks.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Reviewer
No access
View (default selection)
Requestor
No access
View
(default selection)
View access is limited because you can't fine-tune it to enable or disable project sharing.
External User
Access to tasks is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Issues
In each access level, you can configure the following options for issues:
Access level
Options
Planner
No access
View
To fine-tune this, you can configure the ability to share issues. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to issues.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Worker
No access
View
To fine-tune this, you can configure the ability to share issues. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to issues.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Reviewer
No access
View
To fine-tune this, you can configure the ability to share issues. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to issues.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Requestor
No access
View
To fine-tune this, you can configure the ability to share issues. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to issues.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
External User
Access to issues is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Portfolios
In each access level, you can configure the following options for portfolios:
Access level
Options
Planner
No access
View
To fine-tune this, you can configure the ability to share portfolios. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to portfolios.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Worker
No access
View (default selection)
Reviewer
No access
View (default selection)
Requestor
Access to portfolios is not available.
External User
Access to portfolios is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Programs
In each access level, you can configure the following options for programs:
Access level
Options
Planner
No access
View
To fine-tune this, you can configure the ability to share programs. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to programs.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Worker
No access
View (default selection)
Reviewer
No access
View (default selection)
Requestor
Access to programs is not available.
External User
Access to programs is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Reports, dashboards, and calendars
In each access level, you can configure the following options for reports, dashboards, and calendars:
Access level
Options
Planner
No access
View
To fine-tune this, click the gear icon on the Edit button), then disable or enable any of the following actions. Both of them are enabled by default:
View Built-In Reports
Share
Edit (default selection): Allows full editing access to reports, dashboards, and calendars.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default except for View Built-in Reports, Share Reports Publicly, and Share system-wide.
Create
Delete
View Built-In Reports
Share
Share Reports Publicly (externally)
Share system-wide
Worker
No access
View
(default selection)
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following actions. Both of them are enabled by default:
View Built-In Reports
Share
Reviewer
No access
View (default selection)
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following actions. Only the Share option is enabled by default.
View Built-In Reports
Share
Requestor
No access
View (default selection): Allows view-only access to reports, dashboards, and calendars that have been shared with them.
To fine-tune this, you can configure the ability to view built-in reports. Click the gear icon on the View button, then disable or enable View Built-in(disabled by default).
External User
Access to reports, dashboards, and calendars is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Filters, views, and groupings
In each access level, you can configure the following options for filters, views, and groupings:
Access level
Options
Planner
View
To fine-tune this, you can configure the ability to share filters, views, and groupings. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to filters, views, and groupings.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Worker
View
To fine-tune this, you can configure the ability to share filters, views, and groupings. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to filters, views, and groupings.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Reviewer
View
To fine-tune this, you can configure the ability to share filters, views, and groupings. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to filters, views, and groupings.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Requestor
View:
To fine-tune this, you can configure the ability to share filters, views, and groupings. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to filters, views, and groupings.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
External User
Access to filters, views, and groupings is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Documents
In each access level, you can configure the following options for documents:
Access level
Options
Planner
No access
View
To fine-tune this, you can configure the ability to share documents. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to documents.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default except for Share Documents Publicly and Share system-wide.
Create
Delete
Share
Share Documents Publicly (externally)
Share system-wide
Worker
No access
View
To fine-tune this, you can configure the ability to share documents. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to documents.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default except for Share Documents Publicly and Share system-wide.
Create
Delete
Share
Share Documents Publicly (externally)
Share system-wide
Reviewer
No access
View
To fine-tune this, you can configure the ability to share documents. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to documents.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following actions. All of them are enabled by default except for the last two, Share Documents Publicly and Share system-wide.
Create
Delete
Share
Share Documents Publicly (externally)
Share system-wide
Requestor
No access
View
To fine-tune this, you can configure the ability to share documents. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to documents.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
External User
Access to documents is not configurable in this access level. But external users can use Workfront to view, review, and download documents.
Users
In each access level, you can configure the following options for users:
Access level
Options
Planner
View
To fine-tune this, you can configure the ability to view users' contact information. Click the gear icon on the View button, then disable or enable the View Contact Info option (enabled by default).
Edit (default selection): Allows full editing access to users.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following actions. Only the first two options, Create and Delete, are enabled by default.
To fine-tune this, you can configure the ability to view users' contact information. Click the gear icon on the View button, then disable or enable the View Contact Info option (enabled by default).
Reviewer
View (only option available)
To fine-tune this, you can configure the ability to view users' contact information. Click the gear icon on the View button, then enable or disable the View Contact Info option (disabled by default).
Requestor
View (only option available)
To fine-tune this, you can configure the ability to view users' contact information. Click the gear icon on the View button, then enable or disable the View Contact Info option (disabled by default).
External User
Access to users is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Teams
In each access level, you can configure the following options for teams:
Access level
Options
Planner
View
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Both are disabled by default.
View all teams
View teams associated with my groups
Edit (default selection): Allows full editing access to teams.
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. All of them are enabled by default, except for Edit teams I am on.
Create
Delete
Edit teams I am on
Edit teams in groups I manage (Group Admins only)
View all teams
View teams associated with my groups
Worker
View
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Both are enabled by default.
View all teams
View teams associated with my groups
Edit (default selection): Allows full editing access to teams.
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Only the first option, Edit teams I am on, is disabled by default.
Edit teams I am on
View all teams
View teams associated with my groups
Reviewer
View (only option available)
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Both are enabled by default.
View all teams
View teams associated with my groups
Requestor
View (only option available)
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Both are enabled by default.
View all teams
View teams associated with my groups
External User
Access to teams is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Templates
In each access level, you can configure the following options for templates:
Access level
Options
Planner
No access
View
To fine-tune this, you can configure the ability to share templates. Click the gear icon on the View button, then disable or enable the Share option (enabled by default).
Edit (default selection): Allows full editing access to templates.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. All of them are enabled by default.
Create
Delete
Share
Share system-wide
Worker
No access (only option available)
Reviewer
No access (only option available)
Requestor
No access (only option available)
External User
Access to templates is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Financial data
In each access level, you can configure the following options for financial data:
Access level
Options
Planner
No access
View:
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Both are enabled by default.
View Role Billing & Cost Rates
View User Billing & Cost Rates
Edit (default selection): Allows full editing access to financial data.
To fine-tune this, click the gear icon on the View button, then disable or enable any of the following options*. Only the last two options, View Role Billing & Cost Rates and View User Billing & Cost Rates, are enabled by default.
Edit Role Billing & Cost Rates
Edit User Billing & Cost Rates
View Role Billing & Cost Rates
View User Billing & Cost Rates
Worker
No access (default selection)
View
Reviewer
No access (default selection)
View
Requestor
No access (only option available)
External User
Access to financial data is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
In each access level, you can configure the following options for Resource Management:
Access level
Options
Planner
No access
View
Edit (default selection): Allows full editing access to Resource Management.
To fine-tune this, click the gear icon on the Edit button, then disable or enable any of the following options. Only the first option, Edit priorities and budget hours in the Planner, is enabled by default.
Edit priorities and budget hours in the Planner
Manage Resource Pools
NOTE: In order to manage resource pools, a user needs additional access to financial data and permissions to project finances. If you grant Resource Management access to a Planner user who doesn't have access to financial data, the user can still see the hourly allocations in the Resource Planner, but can't switch to Cost view or view the Business Case. For more information, see Grant access to financial data and Share financial permissions on an object.
Update Planned Hours in the Workload Balancer
NOTE: In order to update planned hours in the Workload Balancer, a user needs permission to contribute to the object, with Make Assignments enabled under Advanced Settings. For information, see Overview of sharing permissions on objects.
Worker
No access
View (default selection)
Reviewer
No access
View (default selection)
Requestor
No access (only option available)
External User
Access is not available. External users can use Workfront only to review and download documents and to see calendars that are shared with them.
Scenario Planner area
The default setting for all access levels is No Access. A Workfront administrator can change this to View or Edit access for any Planner, Worker, and Reviewer access level.
NOTE
Users can view a plan that another user created only if a link to the plan is shared with them.
Workfront Goals area
All six of the default access levels (and all 4 of the license types) can edit and view Workfront Goals.