This article refers to functionality in the standalone product Workfront Proof. For information on proofing inside Adobe Workfront, see Proofing.
Proof roles enable you to grant permissions to users who are limited by the permission profile that is configured on their user profile. (For more information about permission profiles, see Proof Permissions Profiles in Workfront Proof.)
Proof roles are different from account profiles. Your account profile relates to the overall permission level you have in your account and will affect the rights you have over all proofs in your account, even those which have not explicitly been shared with you.
For more information, see Proof Permissions Profiles in Workfront Proof.
The following proof roles are granted to users for an individual proof at the time the user is invited to review the proof:
The proof role defines what actions a reviewer can take in relation to that specific proof.
For example, if you are a Reviewer, you are being asked to review the proof by adding markups and comments. If you are a Reviewer & Approver, you are being asked to review and also make a decision on the proof.
Certain proof roles give a reviewer edit rights on the proof (even if their account profile doesn’t) and lets them use some additional features like adding actions on comments, creating new versions, and adding more reviewers to the proof.
For more information, see the following articles:
Can view a proof
Cannot add markups
Cannot add comments
Cannot make a decision
Cannot delete comments made by others
Does not have edit rights on the proof
If a folder is shared with a user of Workfront Proof, they will automatically be given Read Only rights to all existing and subsequently added items in the folder.
For more information, see Share Folders in Workfront Proof.
Can view a proof
Can add markups
Can add comments
Can edit own comments if there are no replies
Cannot make a decision
Cannot edit or delete comments made by others
Does not have edit rights on the proof
Can view a proof
Can make a decision
Cannot add markups
Cannot add comments
Cannot edit or delete comments made by others
Does not have edit rights on the proof
Can view a proof
Can add markups
Can add comments
Can edit own comments if there are no replies
Can make a decision
Cannot edit or delete comments made by others
Does not have edit rights on the proof
Can add markups
Can add comments
Can edit own comments if there are no replies
Can make a decision
Can submit new versions
Can create a copy of the proof
Can share the proof with other people
Can apply actions on comments
Can resolve comments
Cannot edit or delete comments made by others
This role can only be assigned to users of Workfront Proof
Can add markups
Can add comments
Can edit own comments if there are no replies
Can make a decision
Can submit new versions
Can add new reviewers
Can apply actions on comments
Can resolve comments
Can delete comments and replies on the proof (made by themselves or others)
Cannot edit comments made by others
This role allows the person to manage and moderate the proof comments, giving them the opportunity to keep only relevant comments on the proof and remove non-relevant comments.
This role can only be assigned to users of Workfront Proof.
You can assign proof roles when creating new proofs, creating new versions of existing proofs, or on existing proofs.
Proof roles can be assigned to reviewers on the New proof page during the proof creation process (1).
When creating a New version of a proof, the reviewers from the previous version will automatically be shown (with the same role as the previous version).
You can edit the proof roles applied to reviewers when creating the new version (1).
If you want to change a person’s role on an existing proof, you can do so on the Proof details page by inline editing their role in the workflow section (1):
You can check the role of a reviewer directly from the Proof Viewer (1) and edit it (2) if necessary.
You can set your default proof role on the Proofing Defaults page in your Personal settings. This means that when you are added to a proof, your default proof role will be populated automatically. Please note that this role can be changed at the proof level by a user with edit rights on a proof.
Only users with Administrator or Billing Administrator profiles can change the proofing defaults for other users in their account.
For more information, see Personal settings in Workfront Proof.
Creators and Owners have full edit rights on the proof.
The proof creator is the person who uploads the proof in the first instance. The proof creator will be shown automatically in the people list for the proof (in their default role).
On the New proof page you can assign a different proof role to the proof creator (other than their default role).
The proof creator cannot be changed or removed from a proof.
By default, the Creator is also the Owner of the proof; however, the Creator can make someone else the proof Owner when initially creating the proof (on the New proof page).
To change the Owner on the New proof page:
Once the proof has been created, it’s still possible to change the owner. Anyone with edit rights on the proof will be able to change the proof ownership to another user via the Proof details page (see below).
The ability to change the Owner of a proof is particularly useful from a workflow management point of view. It allows the person responsible for the project to take over the ownership of proofs, giving them edit rights on the proofs and the ability to view them in the My proofs view.
To change the Owner of the proof via the Proof details page:
Once this is done, the word “Owner” will be displayed next to that person’s name.
Only a user from the same account or a partner account can be made the owner of a proof. A user in a partner account can be made the owner of a proof only when:
To temporarily delegate proof ownership within Workfront Proof, see Designating Temporary Proof Owners in Workfront Proof.