Create and edit companies
A company is an organizational unit in ÃÛ¶¹ÊÓƵ Workfront that can represent your organization, a department within the organization, or a client you work with. You can add companies to Workfront and use them for financial planning, reporting purposes, to define permissions around objects, and to keep information confidential.
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 | |
|---|---|
| Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
Current: Plan Or New: Standard |
| Access level configuration |
One of the following:
NOTE:
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For more detail about the information in this table, see Access requirements in Workfront documentation.
Benefits of adding users to a company benefits-of-adding-users-to-a-company
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You can build a company’s organization chart by associating users with direct reports. Only users from the same company can be added as direct reports of another user from that company.
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As a project manager, you can identify available resources within the same company.
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You can keep information private between companies by choosing one or all of the following settings:
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Users from the same company can see each others’ requests.
For more information about how a Workfront administrator can give similar access to requests based on users’ company, see the section Configure task and issues preferences for everyone in Workfront in the article Configure system-wide task and issue preferences.
For more information about how a group administrator can give similar access to requests based on users’ company, see Configure task and issue preferences for a group.
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Users can see only request queues that are associated with their companies. For more information about restricting visibility of a request queue, see Provide access to request queues.
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You can restrict users to only see users in their company or their company and the primary company. For information about the primary company functionality regarding user privacy, see Create or modify custom access levels.
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Users can restrict updates they make on items to be visible by their company users only. For more information about making an update private to a company, see Update work.
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Create or edit a company in Workfront create-or-edit-a-company-in-workfront
There is no limit to the number of companies you can add. However, we recommend that limit the number of companies you use because of problems that can occur with object permissions—too much fragmentation might interfere with users’ visibility to work items.
By default, the company associated with your instance of Workfront is already created in your Workfront system and is the Primary Company for your organization. It has the same name as your customer name. For more information about your customer information in Workfront, see Configure basic information for your system.
To add or edit a company:
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Click the Main Menu icon
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Click Companies.
A list of companies displays.
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If you are adding a company, click New Company.
Or
If you are editing an existing company, select the company, then click Edit at the top of the company list.
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Update the following information:
table 0-row-2 1-row-2 layout-auto html-authored no-header Basic Info section -
Company Name: Type a name for the company.
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Is Active: When this option is enabled, users can find the company and attach it to projects that they create and edit. An inactive company cannot be attached to projects. This option is enabled by default.
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This is the Primary Company: Assigns the company as your organization's primary company. The primary company typically represents your Workfront account where most of your users work.
You can have one company or no company designated as a primary company, but you cannot have multiple companies designated as primary companies. For more information, see Create or modify custom access levels.
NOTE: By modifying their access levels, you can restrict users to see other users: only in their primary company, or in their associated company and the primary company. For information about how the primary company works with users' access levels, see Create or modify custom access levels.
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Group: If there is a group that conducts business with the company, you can add the name of the group here. This is useful for group administrators who need to report on and manage all the companies that their groups do business with.
IMPORTANT: If you don't associate the group that will be working with this company, administrators for the group can't access the company unless they have administrative access to companies in their access level. For information about how this access is granted, see Grant users administrative access to certain areas.
Start typing the name of the group, then press Enter when it appears.
When you assign a group to a company, the group administrators for the group gain Manage access to the company. For more information, see Group administrators and companies in this article.
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Company Members: Add existing users to the company. By doing this, you are associating these users with this company.
There is no limit to how many users you associate with one company, but a user cannot be associated with more than one company.
Custom Forms section If there are fields that you want to add to your company that are not available in Workfront, you can build a custom form and associate it with your company.
You can attach this form to your company by selecting it from the drop-down menu. Only active custom forms are listed in the menu.
Note: Advanced custom form features such as External lookup fields and Workfront native fields are only available when you open the company record on the details page, not on the Edit Company dialog. (From the list of companies, click the company name to open the details.)
For information about creating custom forms, see Create a custom form.
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(Conditional) If you are creating a company, click Create Company.
Or
If you are editing an existing company, click Save Changes.
Manage company memberships
For information about managing memberships for an existing company, see Manage company memberships.
Manage billing rates
For information about overriding billing rates at the company level, see Override job role billing rates at the company level.
Overview of sharing objects with companies
Certain permissions are available to users who are associated with a company, as explained in the section Benefits of adding users to a company. In addition to these permissions, you can allow users permissions to view, contribute, or edit objects in Workfront by sharing the object with their company.
Rather than sharing an object with one individual user at a time, you can share it with their entire company. Each user in the company has the same permissions on that object.
For more information about sharing objects, see Overview of sharing permissions on objects.
Group administrators and companies group-administrators-and-companies
When a Workfront administrator assigns a group to a company, the group administrators for the group gain Manage access to the company in Setup. This includes access to the Companies page in Setup, where they can see and manage the company associated with their group.
With this access to the Companies page, a group administrator can assign a group to a company, but it must be a company that the group administrator created. If the group administrator’s access level is not configured with administrative access to companies, the Group field is required when the group administrator creates the company—its bolded title indicates this:
For information about how users gain administrative access to companies in their access level, see Grant users administrative access to certain areas.
For information about managing a company in the Setup area, see Create or edit a company in Workfront in this article.