Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront planAny
Adobe Workfront license*

New: Standard

Current: Plan

Access level configurationsYou must be a Workfront administrator.

*For information, see Access requirements in Workfront documentation.

Grant full System Administrator access to a single user

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Users Users icon .

  2. Click the name of the user to whom you want to grant administrator rights.

  3. Click the More menu to the right of the user name, then click Edit.

    The Edit Person box displays.

  4. Click Access in the left panel.

  5. In the Access level drop-down list, select the System Administrator access level.

    Depending on changes made in your system, the name of this access level might have changed.

  6. Click Save Changes.

    The user now has full System Administrator rights in the system.

Access of a Workfront administrator vs. access of a Plan user with administrative rights

The two tables below show the difference between the access rights of a user with a Workfront System Administrator access level versus those of a user with a Plan license with some administrative rights.

Workfront administrators can view all the objects in the system (regardless of who created them), create new ones, and modify or delete existing ones. They have full access to all objects in the system.

Users with a Plan license who can edit functionality in one area have full access to the functionality in that area.

NOTE
Users with a Plan license who are designated as group administrators can perform some of the actions allowed for Workfront administrators. They are allowed to perform these actions only for the groups they administer, their subgroups, and the users in these groups and subgroups. For more information, see Group administrators.

Access to the Setup area

Area/objectWorkfront administratorUser with a Plan license and some administrative rights
Project Preferences: ProjectsFull accessNo access
Project Preferences: Tasks & IssuesFull accessNo access
Project Preferences: StatusesFull accessNo access
Project Preferences: PrioritiesFull accessNo access
Project Preferences: SeveritiesFull accessNo access
Project Preferences: Exchange RatesFull accessFull access
Processes: ApprovalsFull accessFull access
Processes: Milestone PathsFull accessFull access
Custom FormsFull access

Manage custom forms they created or custom forms shared with them.

Attach custom forms they created or custom forms shared with them to objects they have manage or contribute permissions to.

Recycle Bin: Recently DeletedFull accessUsers who are group administrators can restore projects assigned to Groups they manage, and tasks, issues, or documents associated with those projects.
Recycle Bin: Recently RestoredFull accessUsers who are group administrators can see the items they have recently restored.
Job RolesFull access

Modify but not delete existing job roles.

Add new job roles.

TeamsFull access

No access to create Teams.

Add existing teams to users when creating or editing users.

GroupsFull access

No access to create Groups.

Only group administrators can manage group membership, subgroups, and group-level statuses for the groups they manage.

CompaniesFull accessFull access
Log in AsFull accessIf their group administrative access is enabled on their access level and they are designated as a group administrator, they can log in as the users in the group they administer and their subgroups. They cannot log in as a System Administrator.
For more information about enabling group administrative access for users, see Grant access to users.
SchedulesFull access

No access to edit Schedules.

Access to add existing schedules to other users, at the user level.

Timesheet & Hours: Timesheet ProfilesFull access

Access to assign existing Timesheet Profiles to users, at the user level.

Users who are group administrators can create Timesheet Profiles for the groups they administer and their subgroups.

Timesheet & Hours: Hour TypesFull accessAccess to assign Hour Types to users, at the user level.
Timesheet & Hours: PreferencesFull accessNo access
Email: Notifications: Event NotificationsActivate/ Deactivate allNo access
Email: Notifications: Reminder NotificationsFull accessFull access
Email: Notifications: Email TemplatesFull access

No access to edit Email Templates.

Access to add existing Email Templates to Reminder Notifications.

Email: Automatic RemindersFull accessNo access
Email: InvitationsFull access

No access to edit Email Invitations.

Access to resend email invitations to unregistered users only from the People tab.

Email: SetupFull accessNo access
ScorecardsFull accessFull access
Expense TypesFull accessNo access
Risk TypesFull accessNo access
Access Levels

Full access to modify all access levels.

The System Administrator and External User access levels cannot be modified, by default.

No access to edit Access Levels.

Assign an access level to other users which is lower or equal to theirs at the user level.

Interface: Layout TemplatesFull access

Access to assign existing Layout Templates to other users, at the user level.

Users designated as group administrators can create Layout Templates for groups and subgroups they manage.

Interface: Update FeedsFull access

No access to modify Update Feeds.

Access to add fields to be tracked in the Update Feeds when editing Custom Forms.

Interface: FiltersFull access

No access to create Filters in the Setup area.

Access to create new filters in a list of objects.

Interface: ViewsFull access

No access to create Views in the Setup area.

Access to create new views in a list of objects.

Interface: GroupingsFull access

No access to create Groupings in the Setup area.

Access to create new groupings in a list of objects.

Interface: List ControlsFull accessNo access
Documents: Cloud ProvidersFull access

No access to configure Cloud Providers.

Access to link documents to and from Cloud Providers from the Documents tab, after the Cloud Providers have been integrated with Workfront.

Documents: Metadata MappingFull accessNo access
Documents: SharePoint IntegrationFull access

No access to configure a SharePoint integration.

Access to link documents to and from SharePoint from the Documents tab, after the SharePoint integration with Workfront has been configured.

Documents: Custom IntegrationFull access

No access to configure a Custom Integration.

Access to link documents to and from third-party providers from the Documents tab, after the third-party providers have been integrated with Workfront.

System: BrandingFull accessNo access
System: Customer InfoFull accessNo access
System: Single Sign-On (SSO)Full accessNo access
System: Update Users for SSOFull accessNo access
System: Kick-StartsFull accessNo access
System: DiagnosticsFull accessNo access
System: PreferencesFull accessNo access

Access to objects

Area/objectWorkfront administratorUser with a Plan license and some administrative rights
CalendarsFull accessManage calendars they create and calendars shared with them.
DashboardsFull accessManage dashboards they create and dashboards shared with them.
DocumentsFull accessManage documents they upload or documents shared with them.
IssuesFull accessManage issues they create or issues shared with them.
PortfoliosFull accessManage portfolios they create or portfolios shared with them.
ProgramsFull accessManage programs they create or programs shared with them.
ProjectFull accessManage projects they create or projects shared with them.
ReportsFull accessManage reports they create or reports shared with them. View, copy and edit system reports.
TasksFull accessManage tasks they create or tasks shared with the
TemplatesFull accessManage templates they create or templates shared with them
TimesheetsFull accessFull access
UsersFull access

Limited access

They cannot assign groups to users for which they are not a group administrator or groups that are not public.

They cannot assign an access level to users which is higher then their own access level.

If their group administrative access is enabled on their access level and they are designated as a group administrator on a group, they can reset the password of and log in as the users in the group they administer and their subgroups. They cannot reset the password of or log in as a System Administrator.
For more information about enabling group administrative access for users, see Grant access to users.

Previous pageCreate or modify custom access levels
Next pageGrant administrative access to certain areas

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