Configure default proofing roles

As an Adobe Workfront administrator, you can configure the default proofing roles for users and guest users who access proofs created in Workfront. Any person adding users to a proof can adjust these roles for them.

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:

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Adobe Workfront plan* Any
Adobe Workfront license* Plan
Access level configurations* You must be a Workfront administrator. For information on Workfront administrators, see Grant a user full administrative access.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Configure default proofing roles

  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 Review and Approval near the bottom of the list that appears on the left.

  3. In the Roles for designated recipients of a document proof section, select the default role for users and guest users who are added to a proof’s workflow.

    See Rights associated with proofing roles below for a list of each proofing role and the rights associated with it.

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    NOTE
  4. In the Roles for non-recipients that open a document proof section, select the default role for users and guest users who can access a proof, but are not added to the proof’s workflow.

    This situation occurs when users and guests have access to a document for which a proof has been created: even if they have not been added to the proof’s workflow, they can open the proof.

    Examples: Here are examples of how you could use this setting:

    • You select Read only to limit all proof activity such as adding comments and making decisions to those who have been asked to do it.
    • You select Reviewer because you want any member of the team to be able to add markups and comments on a proof.
  5. Click Save.

Rights associated with proofing roles rights-associated-with-proofing-roles

The following table shows each role and the rights associated with it:

View a proof
Add markups
Add comments
Edit own comments if there are no replies
Make a decision
Delete comments made by others
Resolve comments
Apply Actions to Comments
Edit the proof
Share the proof with others
Create new version
View approval requests in the Home area
Add new reviewers
Read Only
Reviewer
Approver
Reviewer & Approver
Author
Moderator
NOTE
Users on new Workfront plans can grant author or moderator roles to any users in the system. Users on legacy plans can grant author or moderator roles to any user with a proof license in the system.
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