Share a program
Your 51ºÚÁϲ»´òìÈ Workfront administrator can grant you access to view or edit programs when assigning your access level. You must have a Plan license to have access to edit a program. For more information, see Grant access to programs.
Along with the access level that you are granted, you can also receive permissions to view or manage specific programs from users who can share them with you. For more information about access levels and permissions, see How access levels and permissions work together.
Permissions are specific to each item in Workfront and define which actions users can take on that item.
Access requirements
You must have the following to share objects:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51ºÚÁϲ»´òìÈ Workfront plan | Any |
| 51ºÚÁϲ»´òìÈ Workfront license |
New: Standard Or Current: Work or higher |
| Access level configurations | View access or higher to the objects you want to share |
| Object permissions | View permissions or higher to the objects you want to share |
For more information, see Access requirements in Workfront documentation.
Considerations about sharing a program
In addition to the considerations below, also see Overview of sharing permissions on objects.
-
The creator of a program has Manage permissions to it, by default.
-
You can share programs individually, or you can share several of them at a time.
For more information about sharing items in Workfront, see Share an object.
-
You can only grant View or Manage permissions on programs:
-
When you share a program, users inherit the same permissions to all the children objects associated with the program, by default.
For more information about the hierarchy of objects in Workfront, see Understand objects in 51ºÚÁϲ»´òìÈ Workfront.
-
You can remove inherited permissions from the program. For more information about removing permissions from objects, see Remove permissions from objects.
Share a program
-
Click the Main Menu icon
-
On the Programs page, select the program you want to share. The program page opens.
-
To the right of the program name, click Share. The Share [Program Name] dialog box opens.
-
In the Grant program access to field, begin typing the name of the user, team, role, group, or company you want to share the program with, then click the name when it appears in the drop-down list.
note tip TIP You can only share a program with active users, teams, roles, or companies. -
(Optional) Select the Who has access drop-down and select the program’s access level:
- Only invited people can access: Only users who are invited to the program can access it (Default).
- Everyone in the system can view: All users in the system can view the program without an invitation.
-
Click the drop-down to the right of the user’s name and select their permission level for this program:
- View: User can review and share the program.
- Manage: User has full access to the program without administrative rights, which are granted at the access level (also includes all View permissions).
-
(Optional) Click the advanced options icon next to the permission level you’ve granted to configure specific permissions on the program.
-
(Optional) To turn off inherited permissions for the program’s children objects, click Turn off inline with Inherited permissions.
-
(Optional) To quickly share the program using a link, click Copy link and then forward it to the recipient.
-
Click Save.
Share programs in bulk
-
Click the Main Menu icon
-
On the Programs page, select the box to the left of each program you want to share, then click the Share icon
-
In the Grant program access to field, begin typing the name of the user, team, role, group, or company you want to share the programs with, then click the name when it appears in the drop-down list.
note tip TIP You can only share programs with active users, teams, roles, or companies. -
(Optional) Select the Who has access drop-down and select the programs’ access level:
- Only invited people can access: Only users who are invited to the programs can access them (Default).
- Everyone in the system can view: All users in the system can view the programs without an invitation.
-
Click the drop-down to the right of the user’s name and select their permission level for the programs:
- View: User can review and share the programs.
- Manage: User has full access to the programs without administrative rights, which are granted at the access level (also includes all View permissions).
-
(Optional) Click the advanced options icon next to the permission level you’ve granted to configure specific permissions on the programs.
-
Click Save.
Program permissions
The following table displays what permissions you can grant users when allowing them to view or manage a program:
*These permissions are controlled by the access level and permissions on other objects, like projects.