A company is an organizational unit in Adobe Workfront that can represent your organization, a department within the organization, or a client you work with. You can add companies to Workfront and use them for financial planning, reporting purposes, to define permissions around objects, and to keep information confidential.
You must have the following in order to manage companies in Workfront:
|Team or higher|
Adobe Workfront license*
|Access level configurations*||
One of the following:
*To find out what plan, license type, or access level configurations you have, contact your Workfront administrator.
You can build a company’s organization chart by associating users with direct reports. Only users from the same company can be added as direct reports of another user from that company.
As a project manager, you can identify available resources within the same company.
You can keep information private between companies by choosing one or all of the following settings:
Users from the same company can see each others’ requests.
For more information about how a Workfront administrator can give similar access to requests based on users’ company, see the section Configure task and issues preferences for everyone in Workfront in the article Configure system-wide task and issue preferences.
For more information about how a group administrator can give similar access to requests based on users’ company, see Configure task and issue preferences for a group.
Users can see only request queues that are associated with their companies. For more information about restricting visibility of a request queue, see Provide access to request queues.
You can restrict users to only see users in their company or their company and the primary company. For information about the primary company functionality regarding user privacy, see Create or modify custom access levels.
Users can restrict updates they make on items to be visible by their company users only. For more information about making an update private to a company, see Update work.
There is no limit to the number of companies you can add. However, we recommend that limit the number of companies you use because of problems that can occur with object permissions—too much fragmentation might interfere with users’ visibility to work items.
By default, the company associated with your instance of Workfront is already created in your Workfront system and is the Primary Company for your organization. It has the same name as your customer name. For more information about your customer information in Workfront, see Configure basic information for your system.
To add or edit a company:
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .
If you are adding a company, click New Company.
If you are editing an existing company, select the company, then click Edit.
Use the options that display to configure the following information:
|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 are creating a new company, click Create Company.
If you are editing an existing company, click Save Changes.
For information about managing memberships for an existing company, see Manage company memberships.
Certain permissions are available to users who are associated with a company, as explained in the section Benefits of adding users to a company. In addition to these permissions, you can allow users permissions to view, contribute, or edit objects in Workfront by sharing the object with their company.
Rather than sharing an object with one individual user at a time, you can share it with their entire company. Each user in the company has the same permissions on that object.
For more information about sharing objects, see Overview of sharing permissions on objects.
When a Workfront administrator assigns a group to a company, the group administrators for the group gain Manage access to the company in Setup. This includes access to the Companies page in Setup, where they can see and manage the company associated with their group.
With this access to the Companies page, a group administrator can assign a group to a company, but it must be a company that the group administrator created. If the group administrator’s access level is not configured with administrative access to companies, the Group field is required when the group administrator creates the company—it’s bolded title indicates this:
For information about how users gain administrative access to companies in their access level, see Grant users administrative access to certain areas.
For information about managing a company in the Setup area, see Create or edit a company in Workfront in this article.