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Proof Permissions Profiles in Workfront Proof

Last update: Fri Feb 07 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
This article refers to functionality in the standalone product Workfront Proof. For information on proofing inside ÃÛ¶¹ÊÓƵ Workfront, see Proofing.

As a Workfront administrator or Workfront Proof administrator, you can assign a Proof Permissions Profile to a user to specify the proofing capabilities that user will have for all proofs in the system. For information about configuring a user’s Proof Permission Profile, see Configure a user’s Proof Permission Profile in Workfront Proof.

NOTE
You can also do the following:

The following table displays the permissions available with each Proof Permissions Profile.

Own Items
Other Users’ Items
Admin
Billing
Add
View
Edit
Delete
View
Edit
Delete
Edit and Delete
Edit
Billing Admin
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Admin
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Supervisor
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Checkmark
Manager
Checkmark
Checkmark
Checkmark
Checkmark
Observer
Checkmark
Visitor
Checkmark

Consider the following about roles and permissions:

  • Assigned profile permissions relate only to the users and items in your own account. The exception is in the case of Satellite accounts, where the Administrator and Billing Administrator for the main (hub) accounts can access and manage the account settings and billing of those accounts from the hub account level.
  • Billing Administrators and Administrators can delete users. This can only be done in Account settings.
  • When Billing Administrators and Administrators view proofs that are owned by other users in their account, they view them with the role of a Reviewer.
  • Using the Read Only role, Billing Administrators and Administrators can access proofs in folders shared with them or in folders created by them.

The following sections describe each profile and the permissions associated with the profile in a standard Workfront Proof setup:

Billing Administrator billing-administrator

Billing Administrators have access to Account settings in Workfront Proof and The Workfront Proof Billing Page, and have the following permissions:

Checkmark Can generate proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Checkmark Can view, edit, and delete own proofs and files they create.

Checkmark Can view, edit, and delete proofs and files created by all users in the organization.

Checkmark Can delete the public folders of other users. For more information, see Manage Folders in Workfront Proof.

Checkmark Has edit rights on all proofs created in the account.

Checkmark Can be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Checkmark Can access the billing page and edit the billing details. For more information, see The Workfront Proof Billing Page.

Checkmark Can access the Account Settings page and edit the account details. For more information, see Account settings in Workfront Proof.

Checkmark Can empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Checkmark Can add, edit, and delete users.

Checkmark Can create groups and add new contacts.

Checkmark Can delete contacts.

Checkmark Can edit proofs if there are no replies on them.

Red X Cannot edit proof replies.

Red X Cannot delete the private folders of other Users. For more information, see Manage Folders in Workfront Proof.

For information on Account settings, see Account settings in Workfront Proof.

For information on Billing, see The Workfront Proof Billing Page.

Administrator administrator

Administrators have access to and have the following permissions:

Checkmark Can create proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Checkmark Can view, edit, and delete proofs and files they created.

Checkmark Can view, edit, and delete proofs and files created by all users in the organization.

Checkmark Can delete the public folders of other Users. For more information, see Manage Folders in Workfront Proof.

Checkmark Has edit rights on all proofs created in the account.

Checkmark Can be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Checkmark Can access the Account Settings page and edit the account details. For more information, see Account settings in Workfront Proof.

Checkmark Can empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Checkmark Can add, edit, and delete users.

Checkmark Can create groups and add new contacts.

Checkmark Can delete contacts.

Checkmark Can edit proofs if there are no replies on them.

Red X Cannot edit proof replies.

Red X Cannot delete the private folders of other Users. For more information, see Manage Folders in Workfront Proof.

Red X Cannot access the Billing pageor edit the billing details. For more information, see The Workfront Proof Billing Page.

Supervisor supervisor

Supervisors have the following permissions:

Checkmark Can create proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Checkmark Can view, edit, and delete own proofs and files they created.

Checkmark Can view, edit, and delete proofs and files created by all users in the organization.

Checkmark Can delete the public folders of other Users. For more information, see Manage Folders in Workfront Proof.

Checkmark Has edit rights on all proofs created in the account.

Checkmark Can be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Checkmark Can create groups and add new contacts.

Checkmark Can delete contacts.

Checkmark Can edit proofs if there are no replies on them.

Red X Cannot edit proof replies.

Red X Cannot delete the private folders of other Users. For more information, see Folders in Workfront Proof.

Red X Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and Account settings in Workfront Proof.

Red X Cannot add, edit, or delete users.

Red X Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Manager manager

Managers have the following permissions:

Checkmark Can create proofs, upload files, and create folders. For more information, see Generate Proofs in Workfront Proof, Upload Files and Web Content to Workfront Proof, and Create Folders in Workfront Proof.

Checkmark Can view, edit, and delete own proofs and files they create or own.

Checkmark Can see, review, and approve proofs of other users that are explicitly shared with them (Read-only rights to everything in a shared folder). For more information, see Manage Proof Roles in Workfront Proof.

Checkmark Can create groups and add a new contact.

Red X Cannot view, edit, or delete proofs and files created by other users in the organization.

Red X Cannot edit proofs or replies.

Red X Cannot delete the private folders of other Users. For more information, see Manage Folders in Workfront Proof.

Red X Cannot delete the public folders of other Users. For more information, see Manage Folders in Workfront Proof.

Red X Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and Account settings in Workfront Proof.

Red X Cannot be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Red X Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Red X Cannot add, edit, or delete users.

Red X Cannot delete contacts.

Observer observer

Observers have the following permissions:

Checkmark Can see, review, and approve proofs of other users that are explicitly shared with them (Read-onlyrights to everything in a shared folder). For more information, see Manage Proof Roles in Workfront Proof.

Checkmark Can view files that are explicitly shared with them.

Checkmark Can view contacts and groups

Red X Cannot create proofs, upload files, and create folders. For more information, see Upload Files and Web Content to Workfront Proof.

Red X Cannot view, edit, or delete proofs and files created by other users in the organization.

Red X Cannot edit proofs or replies.

Red X Cannot delete any items created in the organization.

Red X Cannot access the Billing page or Account settings. For more information, see The Workfront Proof Billing Page and Account settings in Workfront Proof.

Red X Cannot be set as the Dropzone owner. For more information, see Configure the dropzone in Workfront Proof.

Red X Cannot empty the trash. For more information, see Restore and Empty the Trash in Workfront Proof.

Red X Cannot add, edit, or delete users.

Red X Cannot create groups or add new contacts.

Red X Cannot delete contacts.

NOTE
Menus and functions available to Observers are limited.
  • Observers do not see the Header menu or the green New menu in their Dashboard
  • Observers do not see the following links in their Settings: Account settings, Billing

Visitor visitor

Visitors have the following permissions:

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