When you are viewing a group that you manage in the Groups area, you can view and work with companies associated with the group and any of its subgroups.
If there are any groups above your group, their administrators can also do these things for your group. The same is true for Workfront administrators (for any group).
You must have the following to perform the steps in this article:
|Adobe Workfront license*||
*If you need to find out what plan or license type you have, contact your Workfront administrator.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .
In the left panel, click Groups .
Click the name of the group for which you want to create or modify companies.
In the left panel, click Companies to list the companies associated with the group and any subgroups it may have.
(Optional) To add a company, click Add Company, then configure the company using the options listed below. When you are finished, click Create Company.
|Basic Info section||
|Billing Rates section||
You can override billing rates associated with your job roles at the company level. For information about creating job roles and associating them with billing rates, see Create and manage job roles.
For more information about overriding billing rates at the company level, see Override job role billing rates at the company level.
|Custom Forms section||
If there are fields that you want to add to your company that are not available in Workfront, you can build a Custom Form and associate it with your company. You can attach this form to your company by selecting it from the drop-down menu. Only active companies are listed in the drop-down menu. For information about creating Custom Forms, see Create or edit a custom form.
If you have administrative access to companies in your access level, you can also click Add More Companies at the bottom of the list. This adds a row where you can quickly configure the new company.
(Optional) To edit or delete companies, select at least one company, then use the toolbar buttons to edit or delete it.
(Optional) To export the list of companies, click the Export icon , then select the file format you want for the exported list.