Assign a layout template to users

  1. Begin working on a layout template, as described in Create and manage layout templates.

    TIP
    When you are satisfied with your layout template, we recommend that you test it, as described in Test a new layout template.
  2. Click Assign this to in the top section of the page.

  3. In the box that appears, click Add a User, Job Role, Team, or Group, start typing the name of a user, job role, team, or group, then click the name when it appears in the drop-down.

    Recently added names display with a blue background. This is helpful when you are editing an existing layout template because you can distinguish the names you have just added from those that were already in the list.

    An Info icon Info icon displays to the right of the name of any user, job role, team, or group that is already assigned to another layout template. You can hover over the icon to see the name of that layout template and decide whether you want to override the existing assignment.

  4. Repeat the two previous steps to assign the layout template to other users, job roles, teams, or groups as needed.

    You can assign up to 100 users at a time.

  5. Click Done, then click Save in the lower-left corner.

    This step completes the process of creating and assigning a layout template.

Layout template assignment priority

You and other Workfront administrators can assign multiple different layout templates to the same user in these four different ways:

  • To the individual user
  • To a particular job role the user has
  • To a certain team the user is on
  • To a certain group the user is in

However, only one layout template is visible to the user at any given time. The template that is visible is determined by the following priority hierarchy:

  • Individual user: The layout template assigned to the person as an individual user overrides all others. You can override a previous assignment made so an individual user by making a new assignment; the most recent one takes precedence.

  • Primary job role: If the person is not assigned a layout template as a single user, they see the template assigned for their primary job role.

    Only the layout template assigned to the primary job role of a user is visible to the user. Templates assigned to any secondary job roles held by the user are not visible.

  • Home team: If the person is not assigned a layout template as an individual user, nor as a user with a primary job role, they see the template assigned to their Home team.

    Only the template assigned to the Home team of a user is visible to the user. Templates assigned to other teams where the a user is a member are not visible.

  • Home group: If the person is not assigned a layout template as an individual user, nor as a user with a primary job role, nor as a member of a Home team, they see the template assigned to their Home group.

    Only the template assigned to the Home group of a user is visible to the user. Templates assigned to any of their other groups are not visible.