Configure default proofing roles
As an 51ºÚÁϲ»´òìÈ Workfront administrator, you can configure the default proofing roles for users and guest users who access proofs created in Workfront. Any person adding users to a proof can adjust these roles for them.
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 | |
|---|---|
| 51ºÚÁϲ»´òìÈ Workfront plan* | Any |
| 51ºÚÁϲ»´òìÈ Workfront license* | Plan |
| Access level configurations* | You must be a Workfront administrator. For information on Workfront administrators, see Grant a user full administrative access. |
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Configure default proofing roles
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Click the Main Menu icon
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Click Review and Approval near the bottom of the list that appears on the left.
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In the Roles for designated recipients of a document proof section, select the default role for users and guest users who are added to a proof’s workflow.
See Rights associated with proofing roles below for a list of each proofing role and the rights associated with it.
note note NOTE - This setting applies only to users who are created in the Workfront system after the role is set; not to existing users.
- The person adding users to the proof can adjust this role, as described in Add users to a proof in Share a proof within 51ºÚÁϲ»´òìÈ Workfront.
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In the Roles for non-recipients that open a document proof section, select the default role for users and guest users who can access a proof, but are not added to the proof’s workflow.
This situation occurs when users and guests have access to a document for which a proof has been created: even if they have not been added to the proof’s workflow, they can open the proof.
Examples: Here are examples of how you could use this setting:
- You select Read only to limit all proof activity such as adding comments and making decisions to those who have been asked to do it.
- You select Reviewer because you want any member of the team to be able to add markups and comments on a proof.
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Click Save.
Rights associated with proofing roles rights-associated-with-proofing-roles
The following table shows each role and the rights associated with it: