Assign users to a layout template
You can assign a layout template you have created to any user, job role, team, or group who needs to use it.
For users that do not have a layout template assigned to them, the default layout is used. To learn about the default layout, see About the default Adobe Workfront layout.
Users can also assign a layout template to themselves, as described in Change the My Work and Work Requests areas with layout templates.
You can assign multiple different layout templates to the same name. For more information about which layout template is in effect for a user, role, group, or team, see Layout template assignment priority later in this article.
For more information about layout templates, see Layout templates.
For information about layout templates for groups, see Create and modify a group’s layout templates.
For information about layout templates and business profiles, see Business profiles overview.
Access requirements
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configurations |
To perform these steps at the system level, you need the System Administrator access level. To perform them for a group, you must be a manager of that group. |
For information, see Access requirements in Workfront documentation.
Assign a layout template to users
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Begin working on a layout template, as described in Create and manage layout templates.
note tip TIP When you are satisfied with your layout template, we recommend that you test it, as described in Test a new layout template. -
Click Assign this to in the top section of the page.
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In the box that appears, click Add a user, job role, team, group, or access level, start typing the name of a user, job role, team, group, or access level, then click the name when it appears in the drop-down.
Recently added names display with a blue background. This is helpful when you are editing an existing layout template because you can distinguish the names you have just added from those that were already in the list.
An Info icon
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Repeat the two previous steps to assign the layout template to other users, job roles, teams, group, or access level as needed.
You can assign up to 100 users at a time.
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Click Done, then click Save and Close in the lower-left corner.
This step completes the process of creating and assigning a layout template.
Layout template assignment priority layout-template-assignment-priority
You and other Workfront administrators can assign multiple different layout templates to the same user in these ways:
- To the individual user
- To a particular job role the user has
- To a certain team the user is on
- To a certain group the user is in
- To a certain access level the user is assigned to
- To a business profile that is assigned to the user
However, only one layout template is visible to the user at any given time. The template that is visible is determined by the following priority hierarchy:
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Business profile: Business profiles represent the highest level of priority for a layout template. If the user has a business profile with layout templates assigned to the access levels, and the user is on a group-specific page (such as a project associated to a group), then all of the business profile layout templates for that group are combined with the user’s assigned layout template. When the user is not on a group-specific page, then all of the business profile layout templates are combined with the user’s assigned layout template.
When layout templates for multiple business profiles and access levels are combined, all available layout elements are displayed. If a menu item is displayed in one template but hidden in another, it will be displayed. Only items that are hidden in all templates for the business profile are hidden.
note NOTE Business profiles are available only to organizations that have a Workflow Ultimate package. For more information, see Business profiles overview
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Individual user: The layout template assigned to the person as an individual user overrides all others, except layout templates that come from a business profile. You can override a previous assignment made to an individual user by making a new assignment; the most recent one takes precedence.
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Primary job role: If the person is not assigned a layout template as a single user, they see the template assigned for their primary job role.
Only the layout template assigned to the primary job role of a user is visible to the user. Templates assigned to any secondary job roles held by the user are not visible.
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Home team: If the person is not assigned a layout template as an individual user, nor as a user with a primary job role, they see the template assigned to their Home team.
Only the template assigned to the Home team of a user is visible to the user. Templates assigned to other teams where the a user is a member are not visible.
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Home group: If the person is not assigned a layout template as an individual user, nor as a user with a primary job role, nor as a member of a Home team, they see the template assigned to their Home group.
Only the template assigned to the Home group of a user is visible to the user. Templates assigned to any of their other groups are not visible.
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Access level: If the person is not assigned a layout template as an individual user, nor as a user with a primary job role, nor as a member of a Home team, nor as a member of a Home group, they see the template assigned to their access level.
Large numbers of users assigned to a layout template
If you have more than 2000 users to assign to a layout template, we recommend that you do one of the following:
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Organize the users into groups or teams and assign the layout template to those groups or teams. For more information, see Create a group and Create and manage teams.
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Assign job roles to the users and assign the layout template to their primary job role. For more information, see Create and manage job roles.