Create or edit a custom access level
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Click the Main Menu icon
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Click Access Levels in the left panel.
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In the production environment:
Select the access level you want to copy and customize, then click Copy.Or
If you are editing an existing access level (that you copied previously), click its name.
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In the preview environment:
Select the access level you want to copy and customize, then click the Copy icon
Or
If you are editing an existing access level, select the access level by clicking the box at the left of that access level, then click the Edit icon
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In the box that displays, do any of the following to start configuring the custom access level:
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(Conditional) If Standard or Plan is selected in the License Type box, scroll to the section Allow administrative access for and select administrative access permissions for those who will have this access level.
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Click Set additional restrictions, then set any of the following restrictions for the access level.
IMPORTANT
For external users such as vendors (anyone not in your organization), we recommend that you restrict access to tasks, projects, updates, announcements, other companies, teams and groups. -
(Conditional and optional) If your Workfront system is set up for users that belong to multiple companies, restrict the visibility to other users based on what company they belong to in the section People in other companies should only view users from.
You can restrict the users to see just users from their own company or from the company you designated as the primary company. The primary company typically represents your Workfront account where most of your users work. For more information about the primary company, see Create and edit companies.
NOTE
If two users belong to two different companies, but they can both see users from the primary company, they can see the Updates area associated with the primary company. -
(Optional) To configure access settings for other objects and areas in the access level you are working on, continue with one of the articles listed in Configure access to Adobe Workfront, such as Grant access to tasks and Grant access to financial data.
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Click Save.
After the access level is created, you can assign it to a user (unless it is a System Administrator access level).
For more information, see Edit a user’s profile.
For information about how an Adobe administrator assigns a System Administrator access level to a users, see Grant a user full administrative access.