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Manage users in Adobe Workfront Planning as a standalone product

Last update: July 16, 2026

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to Adobe Workfront Planning, when purchased as a standalone product. Refer to this article when your company purchased an Adobe Workfront Planning only package, and they did not purchase a Workfront Workflow package.
For information about Adobe Workfront Planning when purchased together with a Workfront package, see Get started with Adobe Workfront Planning.

You can manage users in Adobe Workfront Planning as a standalone product in a similar way that you manage them in Adobe Workfront.

There are some limitations in the access levels you can assign users in Workfront Planning.

Access requirements

Expand to view the access requirements for the functionality in this article.
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Adobe Workfront Planning package Any Workfront Planning as a standalone package
Adobe Workfront license Planning Administrator

For more information about access needed for Workfront as a standalone package, see Access needed for Adobe Workfront Planning as a standalone product.

Access levels in Adobe Workfront Planning

You can assign the following access levels to users in Workfront Planning when purchased as a standalone product:

  • Planning Administrator
  • Planning Standard

For more information about capabilities included in each access, see Access needed for Adobe Workfront Planning as a standalone product.

Consider the following when working with access levels in Workfront Planning as a standalone product:

  • You cannot create or modify access levels in Workfront Planning. They are preconfigured.

  • After you add a user to the Adobe Admin Console as an Administrator for the Workfront product, they are automatically assigned to this access level in Workfront Planning and their access level cannot be edited in Planning.

  • You can only assign a Planning Standard access level to users in Planning, after you add the users to the Admin Console. This is the only access level you can manually assign to a user.

Manage users in Workfront Planning as a standalone product

  1. As a Planning Administrator, do one of the following:

    • If you are a new Workfront Planning customer, you receive an email from Adobe Workfront alerting you that you now have an account in Adobe Workfront. Use the link in the email to log in to the Admin Console.

    • If you are an existing Workfront Planning Administrator and you want to add others to your account, log in to the Admin Console.

    For information, see Manage users in the Adobe Admin Console.

  2. In the Admin Console, start adding users in one of the following tabs:

    • Administrators: Users are automatically created as a Planning Administrator user in Planning.
    • Users: You must assign an Access Level in Workfront Planning.

  3. (Conditional) Log in to Workfront from the Adobe CX Enterprise Home.

    Workfront Planning opens.

  4. Click Main Menu > Users > New User.

    New User box in Planning standalone

  5. In the New user box, update the following information:

    • First name(s): Same name you added to the Admin Console.

    • Last name: Same name you added to the Admin Console.

    • E-mail address (username): Same email you added to the Admin Console.

    • User is active: To indicate that the user is active and can log into Workfront Planning and can be assigned to records, turn the setting on.

    • Access level: Select Planning Standard for a non-administrator user. It is the only option.

      note tip
      TIP
      Adding a user that was already set up as an Administrator in the Admin Console automatically adds the Planning Administrator access level to the user. This cannot be edited.

    • Teams: From the drop-down menu, select teams to associate with the user. Teams must be created before you can assign them to users.

      For information, see Manage teams.

  6. Click Upload now to add a profile picture, then click Save.

  7. Click Save or Add person & start another to save the user and add another one.

    Users are added and will receive an email to log into Workfront Planning.

  8. (Optional) To edit an existing user, do one of the following:

    • Hover over the user’s name in the list, then click the More menu More menu > Edit User
    • Select the user in the list, then click Edit User on the blue toolbar at the bottom of the page.

  9. (Optional) To delete a user, do one of the following:

    • Hover over the user’s name in the list, then click the More menu More menu > Delete User
    • Select the team in the list, then click Delete User on the blue toolbar at the bottom of the page

  10. Click Delete it to confirm.

  11. (Optional) To deactivate a user, do one of the following:

    • Hover over the user’s name in the list, then click the More menu More menu > Deactivate
    • Select the team in the list, then click Deactivate on the blue toolbar at the bottom of the page

  12. Click Deactivate to confirm.

    To keep historical records of your work, we recommend deactivating users, instead of deleting them.

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