Configure My Settings
- Topics:
- Get Started with Workfront
CREATED FOR:
- User
Your Adobe Workfront profile contains information about yourself (for example, your name, email address, address, phone number, title, etc). It also contains information about your interactions with Workfront and other users in your company (for example, your notifications settings, the tabs you want to display in Workfront, or your job role, manager and group and team memberships).
Most of this information has already been set by your Workfront administrator when your Workfront account was created.
Depending on what access level you have in Workfront, you can edit some of this information by configuring your My Settings area.
How access levels affect editing the My Settings area
Depending on what access level you have, you may or may not be able to edit sections in your My Settings area.
Some fields contained in editable sections cannot be edited, depending on other settings that might or might not be configured in your access level. For more information on additional access needed for editing some of the fields you find in My Settings, see the sections in Configuring the My Settings area.
To find out what access level you have, contact your Workfront administrator.
The following grid shows what sections in the My Settings area are visible or editable depending on your access level:
Configuring the My Settings area
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Click the Main Menu icon
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Click the More menu next to your name
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Depending on your access level, you can update the following sections:
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Click Save.
Personal Info
This section includes the following sub-sections:
Basic info
This information should already be configured by your Workfront administrator. All the fields in this sub-section are required fields.
You can change any of the following in this sub-section:
If your Workfront administrator enabled an SSO integration with Workfront and has updated users for SSO, this field is selected by default. The type of SSO configuration enabled for your Workfront instance is visible in this field.
When this field is selected, you are required you to log into Workfront with your SSO credentials. Unchecking it will allow you to log in to Workfront with your Workfront credentials.
For more information about configuring Workfront with an SSO solution, see Single sign-on in Workfront: article index. For more information about updating users for SSO, see Update users for single sign-on.
Job info
You can change any of the following in this sub-section:
Contact info
You can change any of the following in this sub-section:
Preferences
Specify what you want to display in your Workfront interface in this section.
You can change any of the following in this sub-section:
Specify your time zone. This controls the time shown in your outgoing email messages.
The time zone also affects what displays in a PTO calendar report.
Specify your preferred language here. This controls the language, date, and number format used in outgoing email messages.
NOTE: When your organization is on the Adobe Unified Experience, language preferences are stored in your Adobe profile and the email locale is not used. For more information, see Change the Adobe Experience Cloud language in the article Supported languages in Adobe Workfront.
Select this field to start generating a proof immediately after the document is loaded into Workfront. This field is disabled by default and can be updated only by a Workfront administrator.
This field is available only if your company has purchased the Workfront Proof component for Workfront and if you are enabled as a proof user. For more information about Workfront Proof, see Manage proofs within Adobe Workfront.
Note: Documents uploaded to a request do not autogenerate a proof.
Notifications
Specify which notifications you would like to receive from Workfront. For more information about configuring notifications, see Modify your own email notifications.
Access
Your access and other components associated with it are configured by your Workfront administrator, when your account is set up.
Only a Workfront administrator can see and edit all of the fields in this section.
You can change any of the following in this sub-section:
For more information about layout templates and how they affect your interface, see Create and manage layout templates
This field displays the level of access you have in Workfront Proof. It is available only if:
- Your company uses a legacy Workfront plan and has purchased the Workfront Proof component, or you have a Standard, Work, or Plan license on a newer Workfront plan.
- You are enabled as a proof user.
Workfront administrators can edit the field for all users except themselves, so all users see the field as view-only on their own profiles. For more information about the permission profile, see Proof Permission Profile overview.
Organization
This information is usually configured by your Workfront administrator, when they create your Workfront account. You can also update information about your organization or organization structure in this section. Only users with a Standard, Plan, or System Administrator access level can edit this section.
You can change any of the following in this sub-section:
Select a Home Team from the drop-down menu. This field is visible to users with a Standard, Plan, or System Administrator access level, and it is only editable for Workfront administrators or users with a Standard or Plan license who also have administrative user access. For more information about setting up users with administrative user access, see Configure users' access to edit users using a custom access level in Grant access to users.
Your Home Team can affect the look and feel of your Workfront interface, if a layout template is associated with the team.
For more information about teams, see Teams overview.
You can belong to more than one team. Specify additional teams that you belong to in this field by starting to type the name of a team, then click to select it when it displays in the list. Belonging to too many teams may create confusion about work that is assigned to the teams. For more information about teams, see Teams overview.
This field is visible to users with a Standard, Plan, or System Administrator license, and it is only editable for Workfront administrators or users with a Standard or Plan license who also have administrative user access. For more information about setting up users with administrative user access, see Configure users' access to edit users using a custom access level in Grant access to users.
Select a Home Group from the drop-down menu.
Note: This is a required field. You cannot have a user not associated with a group.
This field is visible to users with a Standard, Plan, or System Administrator level. For more information about who can edit the Home Group field, see Edit a user's profile. Your Home Group is the default group for all the projects and the default Home Group for all new users you create. Any custom forms you create are shared with your Home Group by default.
For more information about groups, see Groups overview.
You can belong to multiple groups. Specify additional groups that you belong to in this field, by starting to type the name of a group. Click to select it when it displays in the list. This field is visible to users with a Standard, Plan, or System Administrator access level. For more information about who can edit the Other Groups field, see Edit a user's profile.
For more information about groups, see Groups overview.
Resource Planning
Your resource planning information affects the timeline of work assignments, the time you log, cost, and revenue of the projects you are on. Usually, this area is updated by the Workfront administrator, a project or resource manager, or by your direct manager.
Use any of the following in this section:
Check this box if you want to schedule that your account should be deactivated after a period of time. In the
Scheduled Deactivation Date that appears, specify the date after which your account becomes deactivated. For information about deactivating users, see Schedule users for deactivation in Deactivate or reactivate a user.
You can edit the deactivation fields of your account if you have a Standard or Plan license or you are the Workfront administrator.
This is the primary job role that you can fulfill in Workfront. Every task and issue that you are assigned to is also assigned to this job role, by default. Job roles are essential in resource management. For more information about job roles, see Create and manage job roles.
You can update this field only if you have a Standard or Plan license with administrative user access, or if you are a Workfront administrator. For more information about setting up users with administrative user access, see Configure users' access to edit users using a custom access level in Grant access to users.
You can have multiple job roles in Workfront. Job roles are essential in resource management. For more information about job roles, see Create and manage job roles.
You can update this field only if you have a Standard or Plan license with administrative user access, or if you are a Workfront administrator. For more information about setting up users with administrative user access, see Configure users' access to edit users using a custom access level in Grant access to users.
Specify what percentage of your scheduled time is allocated to each job role. The default value for the Percentage of FTE Availability for the Other Roles is 0%.
Note:
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If Other Roles have a 0% FTE Availability, they do not display in the Resource Planner, unless the users are assigned to tasks in these roles.
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The sum of all Percentages of FTE Availability for all roles must equal 100%. Each Percentage of FTE Availability calculates the Available Hours for each role per user in the Resource Planner.
The Available Hours for each role per user depends on the available time for the user. The available time for the user is calculated by Workfront depending on the method that has been selected by the Workfront administrator to calculate the FTE in the Resource Management Preferences. For more information about calculating availability for the user, see Overview of calculating hours and FTE for users and roles in the Resource Planner. For more information about configuring Resource Management preferences, see Configure Resource Management preferences.
Only Workfront administrators or users with a Standard or Plan license who also have administrative access for timesheets and hours can update this field. For more information about administrative access for timesheets and hours, see the "Timesheets and Hours" section in Grant users administrative access to certain areas.
Select the correct timesheet for you from the drop-down menu. This ensures that your timesheets are generated automatically, according to the specifications set by your Workfront administrator.
The number you specify here is taken into account to calculate your availability based on the Default Schedule only when the Resource Management Preferences at the system level are set to The Default Schedule.
For example, if the FTE value is 0.5 and the Default Schedule is 40 hours, you are available to work for 20 hours a week.
If the Resource Management Preferences at the system level are set to The User's Schedule, the value you specify here is ignored and you are available to work according to what is specified in your schedule. In this case, your FTE for the Resource Planner is calculated by the following formula:
User Available FTE = Hours from the Schedule of the User/ Default Schedule Hours
For more information about calculating user FTE, see Overview of calculating hours and FTE for users and roles in the Resource Planner.
For more information about creating schedules in Workfront, see Create a schedule.
For more information about configuring Resource Management Preferences, see Configure Resource Management preferences.
Custom Forms
You can associate a custom form with your user profile. This allows you to store additional information for your user that otherwise cannot be stored in the Workfront native fields described above.
You must have either of the following access or permissions in order to attach a custom form to your user profile:
- You are a Workfront administrator.
- You are a Standard or Plan license user and the user custom form is shared with one of your groups.
All users can see custom forms that have been associated with their profiles.
Your Workfront administrator must configure custom forms for the user object in order for you to be able to attach a custom form to your user profile. For more information about creating custom forms, see Create a custom form.
Comment
You can record a comment on your user profile, which is stored on the profile’s Updates tab.
You can click the people icon to include others in the update.
You can click the lock icon to make this update private to users who are in the same company as you.