View and manage team roles
You can view the roles available in a team, create your own roles, and choose which permissions each role includes. You can also update and delete roles.
Custom roles offer the following benefits:
- Each team member has only the access that their job needs, which reduces the risk of accidental changes to critical scenarios.
- Custom roles can better match how your organization works, instead of fitting your teams into the predefined roles.
- You can manage access yourself, without contacting support.
For an overview of organizations, teams, and the predefined team roles, see Organization and team overview. For the permissions included in the predefined roles, see Organization and team roles.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package |
Any Adobe Workfront Workflow package and any Adobe Workfront Automation and Integration package Workfront Ultimate Workfront Prime and Select packages, with an additional purchase of Workfront Fusion. |
| Adobe Workfront licenses |
Standard Work or higher |
| Product | If your organization has a Select or Prime Workfront package that does not include Workfront Automation and Integration, your organization must purchase Adobe Workfront Fusion. |
| Access level configurations | You must have the Manage members permission in the team. In the predefined roles, this permission is included in the Team Admin and Organization Owner roles. |
For more detail about the information in this table, see Access requirements in documentation.
Who can manage team roles
Anyone with the Manage members permission in a team can create, update, delete, and assign users to roles in that team.
- Organization Owners can create and manage roles in all teams.
- Organization Admins can manage roles only in the teams that they are members of and where they have the Manage members permission.
- Team Admins can manage roles in their teams.
Create or edit a role
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In Fusion, in the left navigation, click Team overview.
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(Conditional) If you are not on the page for the team that you want to view roles for, click the Team dropdown near the top of the page and select the correct team.
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Open the Roles tab.
The tab lists the roles that are available in the team, including the predefined roles. For each role, the list shows the role’s name and a summary of its permissions, such as “No permissions”, “Member”, or “Custom · 19 permissions”.
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To create a role, click Create role.
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To edit a role, click Edit in the row of the role that you want to edit.
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Enter a name for the role in the Role name field.
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In the Role template dropdown, select the template that you want to start from.
The template sets the initial permissions for the role. The default template is Viewer.
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In the Scoped permissions area, select the permissions that you want the role to include.
Permissions are grouped by area, such as Automations, Connections, and Team. For each area, you can do either of the following:
- To set all of the permissions in an area at once, click No access, View only, or Full access next to the name of the area.
- To choose specific permissions, select or clear the checkbox for each permission.
For a list of the permissions, see Permissions that you can include in a role in this article.
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Click Save. To close the page without saving, click Cancel.
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(Optional) To delete a role, click Delete in the row of the role on the Roles tab.
A role that you create is available in the team. You can assign it to team members.
Permissions that you can include in a role
Clone roles to another team
You can copy the roles in one team to another team, so that you do not have to re-create the same roles in each team.
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Open the team’s Roles tab, as described in Create or edit a role in this article.
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Click Clone to team.
The Clone roles to another team page opens.
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In the Target team dropdown, select the team that you want to clone the roles to.
A table appears that lists the roles in the current team.
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For each role in the table, review and set the following:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 layout-auto html-authored no-header Source role The role in the current team, with a summary of its permissions. Action What to do with the role. For example, Copy into existing role copies the permissions of the source role into a role that already exists in the target team. Target The role in the target team that the source role is copied into. Changes Whether the target role differs from the source role. For example, Already in sync means that the target role already has the same permissions as the source role. Users Information about users who have the role. For example, No matching users means that there are no users to include. Status The result for the role after you clone. -
Click Clone. To close the page without cloning, click Cancel.
Assign a role to a user
You assign a custom role the same way that you assign a predefined role. For instructions, see Add a user to a team and View or edit user roles.
Considerations
- Organization permissions cascade. To give someone access to perform an action in all teams, assign an organization role instead of creating a team role. For more information, see Organization and team roles.
- Roles that you create belong to one team.