View and manage a group’s details

Last update: September 10, 2024

CREATED FOR:

  • Admin

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
  • An option that allows you to make the group and its subgroups public or private

For information about other ways you can manage a group, see Create a group.

For information about how you can deactivate or reactivate a group, see Deactivate or reactivate a group.

Access requirements

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

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

Adobe Workfront planAny
Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurationsYou must be a group administrator of the group or a system administrator.

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

View and manage a group’s details

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Groups.

    In the list that displays, you can see the groups you manage, along with any subgroups they have. Adobe Workfront administrators can see all groups.

  3. Click the name of the top-level group that you want to edit.

  4. If you want to deactivate or reactivate the group,

  5. In the left menu, click Group Details, then do any of the following:

    Description

    You can type up to 512 characters.

    If the field is blank, click Add to type a description.

    Is Active

    (Enabled by default) Makes the group active in your Workfront instance.

    In type-ahead fields like the one shown below, when regular users search for a group to attach it to an object or to share an object with it, only active groups display in the list.

    To streamline this for your users, you can disable the Is Active option for groups that are not currently in use.

    You can easily view, filter and group the Groups list based on active or inactive status using this field. For information about using views, filters, and groupings in lists, see Reporting elements: filters, views, and groupings.

    For information about inactive groups, see the section Considerations for inactive groups in the article Delete or deactivate a custom form.

    Group accessibility

    (Available only if you are viewing Details for a group, not a subgroup.) Enable or disable the option Make this group and subgroups private.

    For a public group, any user (in or out of the group) who has edit-user access can add the group to the profile of other users. They cannot do this for a private group.

    You can edit this option only on the top parent group in a hierarchy of groups that has more than one level. All subgroups of the parent group inherit its setting.

    Group stakeholders

    • Group Administrators: Add or remove users with a Planner license as group administrators for the group. Begin typing the name of a user, then click the name when it appears in the drop-down menu.

    • Business Leader: Do one of the following:

      • If you have not yet assigned a Business Leader for the group, click Add, start typing the name of the user you want to assign, then click the person's name when it appears.
      • If the group already has a Business Leader and you want to change it, double-click the name of the existing Business Leader. Delete the name, start typing the name of the user you want to assign, then click the person's name when it appears.
    Add custom formIf your access level allows you to manage custom forms, add a custom form to the group. For more information, see Custom forms.
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