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Using Home Groups

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Understanding Home Groups

A Home Group is assigned in the User Profile. All users are required to have a Home Group. A user can belong to more than one group, but they always have only one Home Group.

Though any group in the system can be assigned as a user's Home Group, we recommend creating special groups that represent larger organizational units.

The most important thing to consider when defining home groups is how you group your users. Here are a few suggestions to determine what type of groups should be used as a Home Group:

  • Groups that represent departments, such as IT or Marketing
  • Groups governed by different budgets
  • Groups located in different areas or regions
  • Groups made up of multiple teams that belong to the same cost center

NOTE If you need to reorganize your home groups, you need to

  1. Create the new group.
    For more information, see "Creating and Managing Groups."
  2. Reassign the new group as the user's Home Group.
    For more information, see
     "Editing User Accounts."

Benefits of Home Groups

Layout Template Management

When you assign a Layout Template to a group, all users that have the group assigned to them as their Home Group can see the settings specified in the Layout Template. 

Only the Layout Template assigned to the Home Group of a user is visible to the user. Layout templates assigned to any other groups are not visible to the users.

For more information, see "Assigning People" in "Creating and Managing Layout Templates."

License Management

Because users can be assigned only one Home Group, this makes them easy to use for controlling license counts. 

System administrators have the option to set maximum license counts for the Home Groups.

Setting a max license count allows system administrators to prevent a business unit from using Workfront licenses purchased for other business units.

For more information, see the article "Managing Available Licenses in Your System."

This article last updated on 2018-05-11 19:44:02 UTC