Configure default proofing roles

As an Adobe Workfront administrator, you can configure the default proofing roles for users and guest users who access proofs created in Workfront. Any person adding users to a proof can adjust these roles for them.

Access requirements

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

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Configure default proofing roles

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

2. Click Review and Approval near the bottom of the list that appears on the left.

3. In the Roles for designated recipients of a document proof section, select the default role for users and guest users who are added to a proof’s workflow.

   See Rights associated with proofing roles below for a list of each proofing role and the rights associated with it.

   NOTE

   • This setting applies only to users who are created in the Workfront system after the role is set; not to existing users.
   • The person adding users to the proof can adjust this role, as described in Add users to a proof in Share a proof within Adobe Workfront.

4. In the Roles for non-recipients that open a document proof section, select the default role for users and guest users who can access a proof, but are not added to the proof’s workflow.

   This situation occurs when users and guests have access to a document for which a proof has been created: even if they have not been added to the proof’s workflow, they can open the proof.

   Examples: Here are examples of how you could use this setting:

   • You select Read only to limit all proof activity such as adding comments and making decisions to those who have been asked to do it.
   • You select Reviewer because you want any member of the team to be able to add markups and comments on a proof.

5. Click Save.

Rights associated with proofing roles

The following table shows each role and the rights associated with it:

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