Request permissions to a view or a workspace
You can request permissions to a view or a workspace when someone shares a link with you to the view or the workspace to which you do not have access.
Requesting permissions to a view is similar to requesting permissions to a workspace.
This article describes how to request access to a view or a workspace when someone shares a link with you and you cannot access the shared page.
For information about granting permissions to views and workspaces, see the following articles:
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
|
| ÃÛ¶¹ÊÓƵ Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| ÃÛ¶¹ÊÓƵ Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| ÃÛ¶¹ÊÓƵ Workfront platform |
Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access all the capabilities of Workfront Planning. IMPORTANT The users in your organization can request permissions for views and workspaces only when your organization is onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience. For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront. |
| ÃÛ¶¹ÊÓƵ Workfront license* |
Standard, Light, or Contributor Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning |
| Object permissions |
After your request for permission is granted, you could gain the following permissions:
Only users with Manage permissions to a workspace and a view can share a view publicly. |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Request permissions to a view or workspace
Requesting permissions to a view is similar to requesting permission to a workspace.
When someone shares with you a link to a workspace or a view where you do not have access:
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Click the link shared with you for the view or the workspace.
A You have no access page displays to inform you that you do not have access to the view or the workspace.
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(Conditional) If the link shared is for a view for a workspace where you have access, click Open with existing view. If you have permissions to access the workspace, the record type page opens in the default view.
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(Optional and conditional) If you do not have permissions to view the workspace, add a personalized message in the box available, then click Request access.
All users with Manage permissions to the view or the workspace receive the following notifications for the access request:
- An in-app notification
- An email notification
- An in-app notification
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(Conditional) When the view or workspace manager grants you permissions to the view or workspace, you receive an email notification and an in-app notification with a confirmation that the permission was granted.