Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

Adobe Workfront planAny
Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurations*You must be a Workfront administrator.

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

Prerequisites

You must have any necessary access or permissions in SharePoint to modify or configure your SharePoint integration.

Individual users can link documents through the new SharePoint integration. The integration does not require administrator configuration. Instead, the user logs onto their Microsoft account when linking a document, which enables the integration to access documents available in the user’s SharePoint.

The first time a user connects the Workfront SharePoint integration to their SharePoint account, they will either see and agree to all of the permissions that Workfront uses when interacting with their SharePoint account, or be able to request permissions from their Microsoft administrator. Read permissions allow Workfront to see and access files on SharePoint, and write permissions allow the user to upload files to SharePoint.

Sharepoint permissions

For instructions on linking documents through the new SharePoint integration, see Link an external document to Workfront

NOTE
  • Depending on the organization’s Microsoft configuration, users may see an “Approval required” page instead of a “Permissions requested” page. In this case, the users can use this page to request that the organization’s Microsoft administrator grant permissions to the Sharepoint integration.

  • A SharePoint integration can connect to a single SharePoint instance. Therefore, a user can set up an integration for one SharePoint, but cannot set up an integration to a second SharePoint, even if they have permissions to and documents on the second SharePoint.

  • A user has access to the same sites, collections, folders, subfolders, and files through the Workfront SharePoint integration as they have in their SharePoint account.