Manage a group

As a group administrator, you can manage a group that you administer from the Groups area in Setup. If there are any groups above the group you manage, their administrators can also do this for your group. The same is true for Workfront administrators (for any group).

Access requirements

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

*If you need to find out what plan or license type you have, contact your Workfront administrator.

Manage a group’s memberships

You can add to and remove users and other groups from a group you administer. You can also assign group members as administrators for the group and manage the user profile information of group members.

For instructions, see View and manage a group’s memberships.

Manage a group’s details

You can view and edit the Group Details page for a group or subgroup that you manage. This page includes a description of the group, the names of the Business Leader and group administrators, and an option that allows you to make the group and all of its subgroups public or private. And, if your access level allows you to manage custom forms, you can attach a custom form to a group.

For instructions, see View and manage a group’s details.

Edit, copy, or delete a group

Without leaving the main page of a group you are viewing, you can quickly edit, copy, or delete the group.

Configure project, task, and issue preferences for a group

If you are a group administrator and your group needs different project, task, and issue preference settings from those that are set on the system level, you can ask the Workfront administrator to unlock a preference for all groups throughout the organization. After it is unlocked, you (and group administrators for all other groups) can configure it for the groups you manage.

For instructions, see Configure project preferences for a group and Configure task and issue preferences for a group.

List, add, and configure subgroups

You can create, view, edit, copy, rename, export, and delete subgroups beneath a group you administer.

Configure event notifications for a group

If a Workfront administrator unlocks the ability to configure event notifications for the groups in your organization, you can configure them for a group you administer. For instructions, see View and configure event notifications for a group.

Create and customize statuses for a group

As a group administrator, you can create custom statuses for a top-level group that you manage. This gives your group autonomy and helps to eliminate the need for dozens of company-wide custom statuses. (A Workfront administrator can also do this, for any group.)

You can also customize system statuses for a top-level group if a Workfront administrator has configured them to allow customization.

For instructions, see Create or edit a group status.

Work with a group’s projects

In the Groups area in Setup, when you are viewing the main page of a group you administer, you can do the following with projects:

For instructions, see Create and modify a group’s projects.

View and manage a group’s approval processes

When you are viewing a group that you manage in the Groups area, you can view and work with the approval processes for which the administrators of the group, or one of its subgroups, have administrative access.

For instructions, see Group-level approval processes.

View and manage a group’s layout templates

When you are viewing a group that you manage in the Groups area, you can view and work with the Layout Template for which the administrators of the group, or one of its subgroups, have administrative access.

For instructions, see Create and modify a group’s layout templates.

View and manage group members’ schedules

A group administrator creating a schedule for a group has to specify the group whose administrators will manage the schedule. Typically, this is the group for which the schedule is being created, but it could be a different group if the group administrator manages multiple groups and specifies one of the others instead.

When you are viewing the main page of a group you manage, if the group is designated as the one whose administrators can edit a schedule, you can view and manage the schedule from the group’s page.

For instructions, see Create and modify a group’s schedules.

View and manage group members’ timesheet profiles

When you are viewing the main page of a group you administer, you can manage the timesheet profiles that you and the other administers of the group—or one of its subgroups—have permission to edit. For instructions, see Create and manage a group’s timesheet profiles.

View and manage a group’s subgroup members

When you are viewing the main page of a group you administer, you can view and manage all of the users in the group’s subgroups. For instructions, see View and manage subgroup members.

View and manage a group’s teams

When you are viewing a group that you manage in the Groups area, you can view and work with teams associated with the group or any of its subgroups.

For instructions, see Create and modify a group’s teams.

View and manage a group’s companies

When you are viewing a group that you manage in the Groups area, you can view and work with companies associated with the group or any of its subgroups. For instructions, see Create and modify a group’s companies.

View and manage a group’s portfolios and programs

When you are viewing a group that you manage in the Groups area, you can view and work with portfolios and programs when both of the following are true:

For instructions, see Create and modify a group’s projects and Create, modify, and view a group’s programs.

Deactivate or reactivate a group

You can keep a group in its default active state or deactivate it.

Deactivating a group can be useful when it is not currently in use because users no longer see it in type-ahead fields when they are searching for a group that they want to associate with another object.

For instructions on making a group inactive or active, see Deactivate or reactivate a group.