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Import users

Last update: Tue Sep 10 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
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You can import users using a spreadsheet import file.

Before you create a new user, first ensure that you have created all objects that you want to associate with the user. For example, if you have not created a schedule, you cannot assign a schedule to the new user, and the field you use to associate a schedule with the new user does not appear in the New User screen.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

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Adobe Workfront plan Any
Adobe Workfront license

New: Standard

Or

Current: Plan
Access level configurations

You must have one of the following:

  • The System Administrator access level.

  • Users setting in your access level configured to Edit access, with Create and at least one of the two User Admin options enabled under Fine-tune your settings .

    Of these two options, if User Admin (Group Users) is enabled, you must be a group administrator of a group where the user is a member.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Use a spreadsheet import file to import users

  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 Users Users icon .

  2. Click the New User drop-down arrow, then click Import Users.

  3. In the Import Users box that displays, download the sample file, then update the sample file to include your own user’s personal information.

    Each row includes the following fields:

    • First Name

    • Last Name

    • Email Address

      Email addresses must be unique.

    • Access Level

      Access Levels are case sensitive.

    • SSO Login ID

      This field is included only if SSO is enabled in your system. You must add the Federation ID in this field for each user. When you create a user from the People tab, you can set up a password for the user if you want to allow users to log in without SSO. However, the import feature does not allow you to leave the SSO LOGIN ID blank.

    • Ensure that no extra spaces exist before or after a user’s email address.

    When you are finished with a row, it should look like this:

    importing-new-users.png

  4. Save the file to a location on your workstation.

  5. Click Choose File in the Import Users box.

  6. Navigate to and select the file that you saved.

  7. (Optional) Select the Send an invite email to this user option to send an email invitation to the user, notifying them that a Workfront account has been created and prompting them to set their password.

    Deselect this option if you want to set the password for the user.

  8. Click Import.

    You receive a confirmation message at the top of the screen that the user was successfully imported.

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