In the Companies area in Setup, you can add and remove a company’s members. You can also edit their user profiles, remind them to register in Workfront, deactivate them in Workfront, and remove them from the Workfront system.
For information about creating a new company, see Create and edit companies.
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.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .
Click the name of the company.
With the Company Members section selected in the left panel, do any of the following:
|Add a member||
Click Add member, then select one of these options in the drop-down menu that displays:
You can create a company member by copying an existing one.
When you create a user this way, all information is copied from the original user to the newly created user except for the following:
This creates a new account in Workfront for the user.
If you selected the option to send an invite to the user, they should receive an email where they can follow a link to create their Workfront password.
Select at least one user, click Remove users, then select one of the following options in the drop-down menu that displays:
|Send a comment to users and to their Updates areas||
|Export the list of company members||
Click the Export icon in the toolbar, then select the format you want for the exported file.
|Deactivate members in the system||
Select at least one user, click the More icon in the toolbar, then select Deactivate.
For more information, see Deactivate or reactivate a user.
|Remind a user to register in the system||
In the Name column, Unregistered displays next to the name of each unregistered user. To remind these users to register in the system, select the users, click the More icon in the toolbar, then select Remind user to register.