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Understanding Permissions in the Access Model

Understanding Access Levels and Permissions

Your system administrator allows you access to certain areas and objects in Workfront, by modifying your Access Level. 
For more information about creating and modifying Access Levels, see "Creating and Modifying Access Levels."
For more information about Workfront Access Levels and license types, see "Access Levels by License Type."

Permissions work alongside Access Levels to allow you to View, Manage, or Contribute to specific items in Workfront. Permissions are item specific and define what specific actions you can take on that item.

Permissions do not extend beyond the Access Level outlined by a system administrator for a user. For example, if you do not have access to create tasks, you cannot create tasks on a project regardless of the permissions shared by the Project Owner, although those permissions might include "Add Tasks."

Understanding Permission Levels

You can share an item with someone else.

NOTE As a system administrator, you can add or remove permissions from any items in the system, although you might not be the owner of those items. 

Select from the following levels of permissions when you share an item with someone else:

  • View

    When you have View permissions to an item, you can do the following things on that item, in addition to viewing the item:
    - Add Documents
    - Share the item.
    You can only share the item with other users, and you can only grant them the same permission level you have on the item, not higher.
    - View Finance
  • Contribute

    When you have Contribute permissions to an item, you can do the following things on that item, in addition to viewing the item:
    - The same things you can do when you have View permissions on the item.
    - Add Expenses
    - Add Issues (of the item is a task or a project)
    - Add Tasks (if the item is a project)
    - Edit Custom Form
    - Log Hours
    - Make Assignments
  • Manage: Users have full access to the object.
    manage_permissions.png
    When you have Manage permissions to an item, you can do the following things on that item, in addition to viewing that item:
    - The same things you can do when you have Contribute permissions on the object.
    - Delete
    - Manage Finance

Requesting Permissions

You can request permissions to an object that you have no access to, or you can request higher permissions than you already have. 

For more information about requesting permissions, see "Requesting Permissions."

Understanding Sharing Objects

The following table shows what objects can be shared in Workfront and the entities with which they can be shared: 

  People Teams Job
Roles
Groups Companies Public System
Wide

Calendars

Custom Forms

✓ 

✓ 

✓ 

 

 ✓

Documents

Dashboards

 

Financial Data

 

Issues

 

Portfolios

 

Projects

 

Reports

Tasks

 

Templates