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

Or

Current: Plan

Access level configurations

You must have one of the following:

  • The System Administrator access level.

  • Users setting in your access level configured to Edit access, with Create and at least one of the two User Admin options enabled under Fine-tune your settings .

    Of these two options, if User Admin (Group Users) is enabled, you must be a group administrator of a group where the user is a member.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

Before you add a user, gather the information about the user listed below and determine which information you want to associate with that user:

  • What is the user’s personal information? At a minimum you need the following:

    • Full name
    • A user name
    • Default password
    • Email address
    NOTE
    You can determine whether users can view other users’ contact information by fine-tuning the Users View setting when specifying access levels for Workfront objects. For more information, see Create or modify custom access levels.
  • What is the position of the new user within the company? Does this person have any direct reports? Who does this person report to?

  • What job role does the person fill? Does this job role exist in Workfront? Is there a limit to the number of people who can fill this job role? For information about creating job roles, see Create and manage job roles.

  • What access level should the user have? Does it already exist or do you need to create a new one? For more information, see Create or modify custom access levels.

  • What home group should this user be in? Should the person be in more than one group? For information about groups, see Groups overview.

  • What home team should this user be in? Should the person be on more than one team? For information about teams, see Teams overview.

  • What custom information do you need to associate with this user?

    If information about users is captured in custom fields that you created, you must have a custom form ready when creating a user. For information about custom forms, see Create a custom form.