Considerations about sharing objects

  • You can share only the same level or a lower level of permissions you have on the object.

    For example, if you have Contribute permissions on the object, you cannot grant another user Manage permissions on that object.

  • You cannot share an object with a permission level higher than the access level of a user.

    For example, if a user has View access to Projects in their access level, you cannot give them Manage permissions on a project.

  • A user with permissions to at least View an object can share that object with someone else.

  • You can share objects with active users, job roles, teams, groups, or companies.

    NOTE
    You can share a plan or a goal only with other active users. This requires additional licenses.
    For more information see:
  • Workfront sends notifications to users when you share an object with them. Notifications go out when both these settings are enabled:

    The system- or group-level settings must be enabled first, before you can enable the notification settings for the user.