Functionality available for each object type for various access levels
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
The following tables lists the functionality available for each object type in the various access levels.
It also indicates which actions Workfront administrators can disable or enable using an access level.
Projects
Only users with a Plan license can be granted full access to projects.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Tasks
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Issues
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Portfolios
Only users with a Plan license can have full access to portfolios.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Programs
Only users with a Plan license can have full access to programs.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Reports, dashboards, and calendars
Users with a Plan license can have full access to reports. All other Access Levels have View access to reports.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Filters, views, and groupings
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Documents
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
**Available only for document folders, not documents
Users
✓*
NOTE: You can not log in as any user that is a system administrator.
✓*
NOTE: You can not log in as any user that is a system administrator.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
**External users can only search for other users
Teams
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Templates
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
Financial data
Only users with a Plan license can have full access to financial data.
The Request and External User license types are not included here because they don’t have access to these objects and areas.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
**Requires additional access to Resource Management.
Resource Management
Only users with a Plan license can have full access to [select object or area]. Other license types can have limited or no access to Resource Management in Workfront.
* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.
**Requires additional access to Financial Data and permissions to project finances. If you grant Resource Management access to a Planner user who doesn’t have access to Financial Data, the user can still see the hourly allocations in the Resource Planner, but can’t switch to Cost view or view the Business Case. For more information, see Grant access to financial data and Share financial permissions on an object.
***Requires permission to Contribute to the object, with Make Assignments enabled under Advanced Settings. For information, see the section Understand inherited permissions and the hierarchy of objects in the article Overview of sharing permissions on objects.
Scenario Planner area
* In order for users to view financial data in a plan or initiative, they need access to Financial Data. For more information, see Grant access to financial data.