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Access Levels by License Type

This article provides information about the default access for each license type in the Access Model. 

Understanding Default Access

Each license type has default user access identified. System administrators can modify and adjust access to meet the needs of users in the organization, as described in "Configuring Access to the Workfront System."

Users are limited to object access as defined by the system administrator on their access level. System administrator-defined access cannot be expanded when shared. (For information about how to define access levels in the Workfront system, see "Creating and Modifying Access Levels.")

Access Levels By License Type

The following table provides an overview of each license and the highest level of access available.

  • View: Can review and share items.
    NOTE External users cannot search for items in Workfront. They can View documents and calendars that are specifically shared with them. They can also see the users that share items with them. 
  • Edit: Can create, edit, delete, and share items. Users have specific permissions that may limit their ability to edit. 
  • No Access: No Access to the item.

(Select the name of each object for specific details regarding access and permissions.)

Object Type 

Plan

Work

Review

Request

External

Users

Edit

View

View

View

View

Templates

Edit

No Access

No Access

 No Access

No Access

Tasks

Edit 

Edit

View

View

(can view only the Details page)

No Access

Reports 

(Including Dashboards and Calendars)

Edit

View

View

View

View 
(only for Calendars, without Sharing permissions)

Projects

Edit

Edit

(without Create permissions)

View

View

(can view only the Details page)

No Access

Portfolios

(Including Programs)

Edit

View

View

No Access

No Access

Issues

Edit

Edit

Edit

Edit

No Access

Financial Data

Edit

View

View

No Access

No Access

Documents

Edit

Edit

Edit

Edit

View

(without Sharing permissions)

Administrator

Edit

No Access

No Access

No Access

No Access