Use a spreadsheet import file to import users

  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 New User drop-down arrow, then click Import Users.

  3. In the Import Users box that displays, download the sample file, then update the sample file to include your own user’s personal information.

    Each row includes the following fields:

    • First Name

    • Last Name

    • Email Address

      Email addresses must be unique.

    • Access Level

      Access Levels are case sensitive.

    • SSO Login ID

      This field is included only if SSO is enabled in your system. You must add the Federation ID in this field for each user. When you create a user from the People tab, you can set up a password for the user if you want to allow users to log in without SSO. However, the import feature does not allow you to leave the SSO LOGIN ID blank.

    • Ensure that no extra spaces exist before or after a user’s email address.

    When you are finished with a row, it should look like this:

    importing-new-users.png

  4. Save the file to a location on your workstation.

  5. Click Choose File in the Import Users box.

  6. Navigate to and select the file that you saved.

  7. (Optional) Select the Send an invite email to this user option to send an email invitation to the user, notifying them that a Workfront account has been created and prompting them to set their password.

    Deselect this option if you want to set the password for the user.

  8. Click Import.

    You receive a confirmation message at the top of the screen that the user was successfully imported.

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