Create and Manage Custom Profiles using Workfront Proof
Billing Administrators and Administrators can create and manage custom profiles to specify what users can do in your organization’s account and in Account settings.
This feature is available only on Premium accounts.
Module Permissions module-permissions
Module permissions let you decide what access you want your users to have over their own items and over items owned by other users in the account.
Basic access section determines if users can Read, Create, Edit, and Delete their own items in the account.
The Data administration section determines rights users have over items owned by other users in the account.
Both sections allow you to grant rights over the following items in the account:
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Proofs
For more information, see Generate Proofs in Workfront Proof. -
Files
For more information, see Upload Files and Web Content to Workfront Proof. -
Public Folders
For more information, see Understand Folder Permissions in Workfront Proof. -
Private Folders
For more information, see Understand Folder Permissions in Workfront Proof. -
Contacts
For more information, see Contacts. -
Groups
For more information, see Groups. -
Tags
For more information, see Create and Manage Tags in Workfront Proof. -
Custom Views
For more information, see Create and Manage Custom Views in Workfront Proof.
Administrative Permissions administrative-permissions
In this section you are able to grant Administrative permissions to your users. Some permissions link and, when selected, automatically enable other permissions needed to carry out the task. For example, allowing the user to manage permission profiles automatically enables managing users in the account.
You can grant the following permissions:
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Manage Account Settings
For information, see Account settings. -
Manage Users
For information, see Users. -
Manage Decisions
For information, see Make a decision on a proof in the proofing viewer. -
Manage partners
For information, see Partners. -
Manage apps
For information, see Integrations. -
Manage custom fields
For information, see Create and manage custom fields in Workfront Proof. -
Manage dropzone
For information, see The Dropzone. -
Manage advanced workflow
For information, see Automated Workflow overview. -
Manage SSO
For information, see Single Sign-On in Workfront Proof. -
View account history
For information, see Understanding the Workfront Proof Activity Audit Trail. -
View account backups
For information, see Back Up Your Workfront Proof Data. -
Manage billings
For information, see Manage your billing. -
Create satellite accounts
For information, see Configure a satellite account in Workfront Proof. -
Empty trash
For information, see Restore and Empty the Trash in Workfront Proof. -
Manage permission profiles
For information, see Proof Permissions Profiles in Workfront Proof. -
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Creating a New Custom Profile
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Navigate to Account Settings, then click the Profiles tab.
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Click Create New Profile.
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In the Profile Details section:
- In the Name field, specify a name for the custom profile.
- Select Enable profile.
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In the Module permissions section:
- Select permissions for Basic access.
- Data administration. For more information, see Module Permissions
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In the Administrative permissions section, select permissions for administrative functions.
For more information, see Administrative Permissions.
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Click Create.
The new profile is now available on the Users tab. -
(Optional) Assign the new profile to new and existing user accounts.
For more information, see Proof Permissions Profiles in Workfront Proof.
Enabling and Disabling a Profile enabling-and-disabling-a-profile
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Navigate to Account Settings, then click on the Profiles tab.
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Select the profile you want to enable or disable.
Or
To enable or disable multiple profiles simultaneously, select the profiles manually, or select Name to select all custom profiles.
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Click the More drop-down menu, then click either of the following options, depending on whether you want to enable or disable the profile:
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Enable profiles: The profile becomes active and visible in the Workfront Proof menus.
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Disable profiles: A confirmation box appears. Select Yes to confirm. The profile becomes inactive and is removed from the Workfront Proof menus.
note note NOTE A disabled profile can no longer be assigned to users in the account. If users with that profile exist in the account, select a different profile for them before the profile is disabled.
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Copying a Profile
Create copies of an existing profile to set up multiple profiles with similar permissions.
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Navigate to Account Settings, then click the Profiles tab.
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Click the name of the profile and click the Copy profile button.
The copied profile now appears on the profiles list. It has the original profiles name with the word “Copy” before it.
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(Optional) To enable the copied profile, see Enabling and Disabling a Profile.
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(Optional) To make edits to the copied profile, see Editing a Profile.
Editing a Profile editing-a-profile
If you edit a profile, updates are applied to all users who this profile is currently assigned to.
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Navigate to Account settings, then click the Profiles tab.
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Click the profile name you want to edit.
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Make any needed changes to the name or permissions on the profile. These changes save and update automatically.
For more information about permissions, see Module Permissions and Administrative Permissions.
Deleting a Profile
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Navigate to Account settings, then click the Profiles tab.
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Select the profile or profiles you want to delete.
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Click the Trash icon at the top of the page.
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Click Yes in the Confirm dialog box that appears.
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If the profile is assigned to a user, use the drop-down menu in the dialog box to select a different profile to assign to this user. Click Yes to confirm.
For more information on disabling profiles, see Enabling and Disabling a Profile.