View and manage business profiles

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

To assign a business profile to a user, you must assign a group and an associated access level.

As a Workfront administrator, you can set a user’s business profile by assigning combinations of access levels and groups. This is managed from the user’s User page in Workfront. Group administrators can also create, edit, and delete business profiles, but only for groups they administer.

For more information on Business Profiles, see Business profiles overview.

Access requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Workflow Ultimate
Adobe Workfront license Standard
Access level configurations

System Administrator

Group Administrator (for groups they administer)

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

Create a business profile for a user

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Users Users icon .

  2. Select the user that you want to add a business profile for.

  3. In the left navigation of that user’s page, click Business profiles.

  4. Click Add Business Profile.

  5. Select the access level that this business profile represents.

  6. Select the group that this business profile applies to.

  7. (Optional) To set start or end dates for this access, select those dates in the date picker.

  8. Click Save.

Edit a business profile

Editing a business profile opens the same window used to create one.

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Users Users icon .

  2. Select the user whose business profile you want to edit.

  3. In the left navigation of that user’s page, click Business profiles.

  4. Click the More icon More icon in the row of the business profile you want to edit, then click Edit.

  5. Update the access level, group, or start and end dates as needed.

  6. Click Save.

NOTE
Group administrators can only edit business profiles for groups they administer.

Delete a business profile

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Users Users icon .

  2. Select the user whose business profile you want to delete.

  3. In the left navigation of that user’s page, click Business profiles.

  4. Click the More icon More icon in the row of the business profile you want to delete, then click Delete.

  5. Click Delete to confirm.

NOTE
Group administrators can only delete business profiles for groups they administer.
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