Create Users using Workfront Proof
As a Workfront Proof administrator, you can create new users.
For information about administrator rights, see Proof Permissions Profiles in Workfront Proof.
You can create a user from scratch or you can convert a Guest to a licensed user.
Creating a User
-
Do any of the following to begin creating a user:
-
Click the drop-down menu arrow next to New proof, then click New user.
-
Click Settings > Account Settings, then click +New User.
-
Click Contacts in the left navigation menu, click + New, then click New user.
*The New User dialog box displays.
-
-
In the New User box that appears, type the person’s information and set configuration options as described in Configure User Information using Workfront Proof.
-
Click Create.
Converting a Guest to a User
Guests are users who do not have a licensed Workfront Proof account. If a Guest upgrades to a licensed user account, you need to manually convert a Guest account into a licensed user.
For more information on Guests and users, see Understand Users, Members, and Guests in Workfront Proof.
-
Click Contacts in the left navigation menu.
-
Click the More icon to the right of the Guest who you want to convert to a user, then click Convert to user.
-
In the New User dialog box that displays, set configuration options for the user, as described in Configure User Information using Workfront Proof.
-
Click Convert to User.