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