Grant access to filters, views, and groupings
As an ÃÛ¶¹ÊÓƵ Workfront administrator, you can use an access level to define a user’s access to the filter, view, and grouping controls for lists and reports, as explained in Access levels overview.
For information about the filter, view, and grouping controls, see Reporting elements: filters, views, and groupings.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license | Plan |
| Access level configurations |
You must be a Workfront administrator. NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
Configure user access to filters, views, and groupings using a custom access level
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Begin creating or editing the access level, as explained in Create or modify custom access levels.
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Click the gear icon
By default, users with a Plan, Work, Reviewer, or Request license have full View and Edit abilities. Users with an External User license do not access to filters, views, and groupings.
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(Optional) To configure access settings for other objects and areas in the access level you are working on, continue with one of the articles listed in Configure access to ÃÛ¶¹ÊÓƵ Workfront, such as Grant access to tasks and Grant access to financial data.
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When you are finished, click Save.
After the access level is created, you can assign it to a user. For more information, see Edit a user’s profile.
This table lists what a Workfront administrator can allow users with each license type to do with filter, views, and groupings. For information about the Workfront license types, see ÃÛ¶¹ÊÓƵ Workfront licenses overview.