Create and modify custom access levels
As an 51黑料不打烊 Workfront administrator, you can create custom access levels and apply them to users. As you work with access levels, it is important to understand how they work together with the object permissions that users grant when they share objects with each other. For more information about access levels, see:
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New: Standard or Current: Plan |
| Access level configurations | You must be a Workfront administrator. |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Create or edit a custom access level
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Click the Main Menu icon
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Click Access Levels in the left panel.
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In the production environment:
Select the access level you want to copy and customize, then click Copy.Or
If you are editing an existing access level (that you copied previously), click its name.
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In the preview environment:
Select the access level you want to copy and customize, then click the Copy icon
Or
If you are editing an existing access level, select the access level by clicking the box at the left of that access level, then click the Edit icon
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In the box that displays, do any of the following to start configuring the custom access level:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header Name Type a name for your access level.
If you just copied an access level to create a new one, the default name is Access Level Name (Copy), where Access Level Name is the access level you copied.
Tip: We recommend that you include the original name of the access level in the name of the copy. For example, at ACME company, a copy of the Standard access level might be named ACME Standard.
Description Type a description for the access level. It's helpful to list here what an user with this access level will be able to access. License Type Make sure that the license selected here is the one that is most closely associated with the type of access level you are creating or editing. The selected license determines what settings are available for the access level. For more information, see New licenses overview or Licenses overview. -
(Conditional) If Standard or Plan is selected in the License Type box, scroll to the section Allow administrative access for and select administrative access permissions for those who will have this access level.
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header Approval Processes Create and manage approval processes for use throughout the system and for specific groups.
Without this access, users can create only adhoc approval processes on items they have access to manage.
Companies Add new and edit existing companies in Workfront.
Without this access, users can only view existing companies.
Custom forms Create and manage all custom forms within their group.
Without this access, users can only attach existing forms to the objects they have access to contribute or manage.
Exchange rates Add new currency in Workfront.
Without this access, the user can add an existing currency only to a project they create.
Expenses View all expenses on objects in Workfront.
Without this access, the user can only view the following:
- Expenses on projects, tasks or issues they manage
- Their own expenses
- The expenses of their subordinates
NOTE: This does not allow the user to create new Expense Types.
Job roles With this access, the user is allowed to do the following:
- View and edit existing job roles
- Add new job roles
- Edit role billing and cost rates
For important information about access to financial data that is available to a Standard or Planner user with administrative access to job roles, see Standard or Planner users with administrative access to job roles.
Milestones in my group View all the milestone paths in the system under the Milestone Paths menu in Setup. Users can also edit or delete any milestone paths belonging to any of their groups. Users cannot manage (edit or delete) milestone paths that are not assigned to their of groups.
Without this access, users can only view existing milestone paths and apply them to projects they have access to manage.
Reminder notifications Create and manage reminder notifications in Workfront.
Without this access, users are limited to receiving and viewing notifications.
Timesheets & hours Group administrators can assign timesheet profiles to users in the groups and subgroups they manage.
Without this option enabled, group administrators cannot assign timesheet profiles to other users in the groups and subgroups they manage, although they can create them.
All other users with a Standard or Plan license can view all hours and timesheets in Workfront.
Without this option enabled, users can view hours only on:
- Projects, tasks or issues they manage
- Their own timesheet
- A timesheet of someone that reports to them
- A timesheet they approve
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Click Set additional restrictions, then set any of the following restrictions for the access level.
note important IMPORTANT For external users such as vendors (anyone not in your organization), we recommend that you restrict access to tasks, projects, updates, announcements, other companies, teams and groups. table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 layout-auto html-authored no