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Editing User Profiles and Permissions in Workfront Proof

Understanding Profiles and Permissions

User profiles in Workfront Proof enable you to grant permissions to users. These permissions are granted by default to the user for all proofs in the system. In addition, users can be granted a specific role on individual proofs. For more information about proof roles, see "Understanding Proof Roles."

The following sections describe each profile and the permissions associated with the profile in a standard Workfront Proof setup:

The assigned profile permissions relate only to the users and items in your own account. The exception is in the case of Satellite accounts, where the main (hub) accounts Administrator and Billing Administrator can access and manage the Account settings and Billing of those Satellite accounts from the hub account level.

The following table displays the permissions available with each profile.

Own Items Other Users' Items Admin Billing
  Add View Edit Delete View Edit Delete Edit and Delete Edit
Billilng Admin cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png
Admin cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png  
Supervisor cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png cleaner.png    
Manager cleaner.png cleaner.png cleaner.png cleaner.png          
Observer   cleaner.png              


NOTE
 Billing Administrators and Administrators can delete users. This can only be done in Account settings.

When Billing Administrators and Administrators view proofs that are owned by other users in their account, they view them with the role of a Reviewer.

Using the Read Only role, Billing Administrators and Administrators can access proofs in folders shared with them or in folders created by them. 

Billing Administrator

Billing Administrators have access to Account settings and Billing, and have the following permissions:

cleaner.pngCan create proofs, upload files, and create folders. 

cleaner.pngCan view, edit, and delete own proofs and files they create

cleaner.pngCan view, edit, and delete proofs and files created by all users in the organization

cleaner.pngCan delete the public folders of other users

cleaner.pngHas edit rights on all proofs created in the account

cleaner.pngCan be set as the Dropzone owner

cleaner.pngCan access the Billing page and edit the billing details 

cleaner.pngCan access the Account settings page and edit the account details 

cleaner.pngCan empty the Trash

cleaner.pngCan add, edit, and delete users 

cleaner.pngCan create groups and add new contacts

cleaner.pngCan delete contacts 

cleaner.pngCan edit proof comments if there are no replies on them 

no.pngCannot edit proof replies 

no.pngCannot delete the private folders of other Users 

 

For information on Account settings, see "Account Settings."

For information on Billing, see "Using the Billing Page."

Administrator

Administrators have access to Account settings and have the following permissions:

cleaner.pngCan create proofs, upload files, and create folders

cleaner.pngCan view, edit, and delete proofs and files they created

cleaner.pngCan view, edit, and delete proofs and files created by all users in the organization

cleaner.pngCan delete the public folders of other Users

cleaner.pngHas edit rights on all proofs created in the account

cleaner.pngCan be set as the Dropzone owner

cleaner.pngCan access the Account settings page and edit the account details 

cleaner.pngCan empty the Trash 

cleaner.pngCan add, edit, and delete users

cleaner.pngCan create groups and add new contacts  

cleaner.pngCan delete contacts 

cleaner.pngCan edit proof comments if there are no replies on them  

no.pngCannot edit proof replies

no.pngCannot delete the private folders of other Users 

no.pngCannot access the Billing page or edit the billing details 

Supervisor

Supervisors have the following permissions:

cleaner.pngCan create proofs, upload files, and create folders

cleaner.pngCan view, edit, and delete own proofs and files they created

cleaner.pngCan view, edit, and delete proofs and files created by all users in the organization

cleaner.pngCan delete the public folders of other Users

cleaner.pngHas edit rights on all proofs created in the account

cleaner.pngCan be set as the Dropzone owner

cleaner.pngCan create groups and add new contacts 

cleaner.pngCan delete contacts 

cleaner.pngCan edit proof comments if there are no replies on them 

no.pngCannot edit proof replies

no.pngCannot delete the private folders of other Users 

no.pngCannot access the Billing page or Account settings

no.pngCannot add, edit, or delete users 

no.pngCannot empty the Trash

Manager

Managers have the following permissions:

cleaner.pngCan create proofs, upload files, and create folders*

cleaner.pngCan view, edit, and delete own proofs and files they create or own 

cleaner.pngCan see, review, and approve proofs of other users that are explicitly shared with them (Read Only rights to everything in a shared folder)

cleaner.pngCan create groups and add a new contact

no.pngCannot view, edit, or delete proofs and files created by other users in the organization 

no.pngCannot edit proof comments or replies 

no.pngCannot delete the private folders of other Users 

no.pngCannot delete the public folders of other Users 

no.pngCannot access the Billing page or Account settings

no.pngCannot be set as the Dropzone owner

no.pngCannot empty the Trash

no.pngCannot add, edit, or delete users

no.pngCannot delete contacts  

Observer

Observers have the following permissions:

cleaner.pngCan see, review, and approve proofs of other users that are explicitly shared with them (Read Only rights to everything in a shared folder)

cleaner.pngCan view files that are explicitly shared with them 

no.pngCannot create proofs, upload files, and create folders*

no.pngCannot view, edit, or delete proofs and files created by other users in the organization

no.pngCannot edit proof comments or replies

no.pngCannot delete any items created in the organization 

no.pngCannot access Billing page and Account settings

no.pngCannot be set as the Dropzone owner

no.pngCannot empty the Trash

no.pngCannot add, edit, or delete users 

no.pngCannot create groups or add new contacts 

no.pngCannot delete contacts 

NOTE The menus/functions available to Observers are limited. 

  • Observers do not see the Header menu or the green New menu in their Dashboard
  • Observers do not see the following links in their Settings: Account settingsBilling

Guest

The Guest profile is used to give access to proofs for reviewers who do not have their own Workfront Proof account. Guests can access proofs shared with them directly via their personal email notifications.

cleaner.pngCan view, review, and approve proofs that are explicitly shared with them

cleaner.pngCan view files that are explicitly shared with them

no.pngCannot access the Dashboard

no.pngCannot have folders shared with them

no.pngCannot be added as Authors or Moderators to the proofs

NOTE Guests are not Workfront Proof users, so they cannot see all the proofs shared with them in their own Dashboard.

Editing a User's Permission Profile 

Administrators and Billing Administrators can edit the permission profiles of all users in the account. 

  1. To find the user to edit, do one of the following: 
    • Navigate to Account Settings, then click the Users tab.
    • Navigate to the Contacts page.
  2. Click the user's name whose permissions you want to edit.
    Screenshot_2018-03-30_14-16-05.png
  3. Click the Permissions profile drop-down menu and select a new permission profile. Screenshot_2018-03-30_14-18-03.png
    Permission profiles are Administrator, Supervisor, Manager, and Observer. 
    For more information on permissions, see "Understanding Profiles and Permissions" in this article.
  4. Click anywhere outside of the menu to save. 

NOTE Administrators cannot assign the Billing Administrator profile. You can find a list of Profile changes in the following logs:

    • The Account activity logs
    • The User's profile log (accessible only to that User)

For more information on activity logs, see "Understanding the Activity Audit Trail."

This article last updated on 2018-09-19 15:53:42 UTC