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Sharing Items with a Partner

Sharing Items with a Partner

After you have an accepted relationship with a partner, you can easily share items, such as folders, files, and proofs with them.

  1. Begin sharing a proof or file.
  2. In the Share section of the New Proof or New File page, The name of your partner appears as you begin typing the partner name in the auto-complete field, just as if you are sharing with another user in the system.
    proof_share_partner.png

For further information, see Sharing proofs, Sharing files, and Sharing folders.

Making a User in a Partner Account the Proof Owner

If you have set up Partner relationships with other Workfront Proof accounts, you will be able to select a user from a Partner account to be the owner of your proof.

To do this, simply change the owner of the proof on the New proof page:

  1. Click the 'Change' link to change the owner of the proof. (1)
    Make_a_user_in_a_partner_account_the_owner_of_a_proof.png
  2. Choose a user from a Partner account to be the owner of the proof. (2)
    Make_a_user_in_a_partner_account_the_owner_of_a_proof__1_.png

NOTE You can select a user from a Partner account only if:

  • There are no custom fields
  • No folder has been selected
  • No tags have been applied

Edit rights 

Edit rights on the proof will be passed to Supervisors and Administrators in the account in which the proof is owned.

Supervisors and Administrators in the account in which the proof was created will not have edit rights on the proof (this includes the proof creator).

Storage count 

The proof is stored in the account where the proof is owned (not the account where it was created).

Branding 

The proof branding is taken from the account where the proof is owned (not the account where the proof was created).

NOTE You cannot choose a user in a Partner account to be the owner of an existing proof or a new version of a proof (this can only be done for new proofs).

This article last updated on 2018-08-31 15:27:53 UTC