Proof Permissions Profiles in Workfront Proof

IMPORTANT

This article refers to functionality in the standalone product Workfront Proof. For information on proofing inside Adobe Workfront, see Proofing.

As a Workfront administrator or Workfront Proof administrator, you can assign a Proof Permissions Profile to a user to specify the proofing capabilities that user will have for all proofs in the system. For information about configuring a user’s Proof Permission Profile, see Configure a user’s Proof Permission Profile in Workfront Proof.

NOTE

You can also do the following:

The following table displays the permissions available with each Proof Permissions Profile.

Own Items Other Users’ Items Admin Billing
  Add View Edit Delete View Edit Delete Edit and Delete Edit
Billing Admin
Admin  
Supervisor    
Manager          
Observer                
Visitor                

Consider the following about roles and permissions:

  • Assigned profile permissions relate only to the users and items in your own account. The exception is in the case of Satellite accounts, where the Administrator and Billing Administrator for the main (hub) accounts can access and manage the account settings and billing of those accounts from the hub account level.
  • Billing Administrators and Administrators can delete users. This can only be done in Account settings.
  • When Billing Administrators and Administrators view proofs that are owned by other users in their account, they view them with the role of a Reviewer.
  • Using the Read Only role, Billing Administrators and Administrators can access proofs in folders shared with them or in folders created by them. 

The following sections describe each profile and the permissions associated with the profile in a standard Workfront Proof setup:

Billing Administrator

Billing Administrators have access to  Account settings in Workfront Proof and The Workfront Proof Billing Page, and have the following permissions:

Can generate proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Can view, edit, and delete own proofs and files they create.

Can view, edit, and delete proofs and files created by all users in the organization.

Can delete the public folders of other users. For more information, see Manage Folders in Workfront Proof.

Has edit rights on all proofs created in the account.

Can be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Can access the billing page and edit the billing details. For more information, see The Workfront Proof Billing Page.

Can access the Account Settings page and edit the account details. For more information, see Account settings in Workfront Proof

Can empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Can add, edit, and delete users.

Can create groups and add new contacts.

Can delete contacts. 

Can edit proofs if there are no replies on them.

Cannot edit proof replies. 

Cannot delete the private folders of other Users. For more information, see Manage Folders in Workfront Proof.

For information on Account settings, see Account settings in Workfront Proof.

For information on Billing, see The Workfront Proof Billing Page.

Administrator

Administrators have access to  Account settingsand have the following permissions:

Can create proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Can view, edit, and delete proofs and files they created.

Can view, edit, and delete proofs and files created by all users in the organization.

Can delete the public folders of other Users. For more information, see Manage Folders in Workfront Proof.

Has edit rights on all proofs created in the account.

Can be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Can access the Account Settings page and edit the account details. For more information, see Account settings in Workfront Proof.

Can empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof

Can add, edit, and delete users.

Can create groups and add new contacts.

Can delete contacts.

Can edit proofs if there are no replies on them.  

Cannot edit proof replies.

Cannot delete the private folders of other Users. For more information, see Manage Folders in Workfront Proof

Cannot access the Billing pageor edit the billing details. For more information, see The Workfront Proof Billing Page.

Supervisor

Supervisors have the following permissions:

Can create proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Can view, edit, and delete own proofs and files they created.

Can view, edit, and delete proofs and files created by all users in the organization.

Can delete the public folders of other Users. For more information, see Manage Folders in Workfront Proof.

Has edit rights on all proofs created in the account.

Can be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Can create groups and add new contacts.

Can delete contacts. 

Can edit proofs  if there are no replies on them. 

Cannot edit proof replies.

Cannot delete the private folders of other Users. For more information, see Folders in Workfront Proof.

Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and Account settings in Workfront Proof.

Cannot add, edit, or delete users.

Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Manager

Managers have the following permissions:

Can create proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Can view, edit, and delete own proofs and files they create or own. 

Can see, review, and approve proofs of other users that are explicitly shared with them (Read-only rights to everything in a shared folder). For more information, see Manage Proof Roles in Workfront Proof.

Can create groups and add a new contact.

Cannot view, edit, or delete proofs and files created by other users in the organization. 

Cannot edit proofs or replies. 

Cannot delete the private folders of other Users. For more information, see Manage Folders in Workfront Proof

Cannot delete the public folders of other Users. For more information, see Manage Folders in Workfront Proof

Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and Account settings in Workfront Proof.

Cannot be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Cannot add, edit, or delete users.

Cannot delete contacts.  

Observer

Observers have the following permissions:

Can see, review, and approve proofs of other users that are explicitly shared with them (Read-only rights to everything in a shared folder). For more information, see Manage Proof Roles in Workfront Proof.

Can view files that are explicitly shared with them. 

Can view contacts and groups

Cannot create proofs, upload files, and create folders. For more information, see Upload Files and Web Content to Workfront Proof.

Cannot view, edit, or delete proofs and files created by other users in the organization.

Cannot edit proofs or replies.

Cannot delete any items created in the organization.

Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and  Account settings in Workfront Proof.

Cannot be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Cannot add, edit, or delete users. 

Cannot create groups or add new contacts. 

Cannot delete contacts. 

NOTE

Menus and functions available to Observers are limited. 

  • Observers do not see the Header menu or the green New menu in their Dashboard
  • Observers do not see the following links in their Settings: Account settings, Billing

Visitor

Visitors have the following permissions:

Can see, review, and approve proofs of other users that are explicitly shared with them (Read-only rights to everything in a shared folder). For more information, see Manage Proof Roles in Workfront Proof.

Can view files that are explicitly shared with them. 

Cannot view contacts and groups

Cannot create proofs, upload files, and create folders. For more information, see Upload Files and Web Content to Workfront Proof.

Cannot view, edit, or delete proofs and files created by other users in the organization.

Cannot edit proofs or replies.

Cannot delete any items created in the organization.

Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and  Account settings in Workfront Proof.

Cannot be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Cannot add, edit, or delete users. 

Cannot create groups or add new contacts. 

Cannot delete contacts. 

NOTE

Menus and functions available to Visitors are limited. 

  • Visitors do not see the Header menu or the green New menu in their Dashboard
  • Visitors do not see the following links in their Settings: Account settings, Billing

Guest

The Guest profile is used to give access to proofs for reviewers who do not have their own Workfront Proof account. Guests can access proofs shared with them directly via their personal email notifications.

Can view, review, and approve proofs that are explicitly shared with them.

Can view files that are explicitly shared with them.

Cannot access the Dashboard.

Cannot have folders shared with them. For more information, see Manage Folders in Workfront Proof.

Cannot be added as Authors or Moderators to the proofs. For more information, see Manage Proof Roles in Workfront Proof.

NOTE

 Guests are not Workfront Proof users, so they cannot see all the proofs shared with them in their own Dashboard.

Edit a user’s Proof Permission Profile

Administrators and Billing Administrators can edit the permission profiles of all users in the account. 

  1. To find the user to edit, do one of the following: 

    • Navigate to **Account Settings,**then click the Userstab.

    • Go to the Contactspage.

  2. Click the user’s name whose permissions you want to edit.****

  3. Click the Permissions profiledrop-down menu and select a new permission profile. :

    Screenshot_2018-03-30_14-18-03.png

    Permission profiles are Administrator, Supervisor, Manager, and Observer. ****

  4. Click anywhere outside of the menu to save. 

NOTE

Administrators cannot assign the Billing Administrator profile. You can find a list of Profile changes in the following logs:

  • The Account activity logs
  • The User’s profile log (accessible only to that User)

For more information on activity logs, see Understanding the Workfront Proof Activity Audit Trail.

On this page