Grant access to templates
As an ÃÛ¶¹ÊÓƵ Workfront administrator, you can use an access level to define a user’s access to templates, as explained in Access levels overview.
Only users with a Plan license can have full access to templates.
For information about using custom access levels to manage users’ access to other object types in Workfront, see Create or modify custom access levels.
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 templates 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
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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.
Access to templates by license type
For information about what users in each access level can do with templates, see the section Templates in the article Functionality available for each object type.
Access to shared templates
As the owner or creator of an issue, you can share with other users by granting them permissions to it, as explained in Share a template.
When you share any object with another user, the recipient’s rights on it are determined by a combination of two things:
- The permissions that you grant to your recipient for the object
- The recipient’s access level settings for the object’s type