Looking to see if anyone has developed a process to streamline new user setup process within Workfront?
We currently have a streamlined process (aka intake form) for new users who need access to Workfront. We utilized the Adobe admin console and are aware of the auto provision feature. We currently have 24 active access levels, numerous layout templates, home groups, etc. We are looking to streamline how to assign the correct access levels, layout template, etc. to a new user. We ask the user if there is an existing user that we can mirror them after, and that helps in some cases. As our instance has grown larger (2,000+ users). We are finding it more challenging to set up users with what they need the first time. There ends up being trial and error and some back and forth between new user and the primary system admin. We have created a detailed google sheet outlining what each access level can do and have considered adding in group admins to review suggested access levels but have learned that there are really only a few people in our organization who understand Workfront access levels. We don't want to present the detailed view to a new user, because we know it would overwhelm/confuse them. See attachment below. We can make our manual process work for now because on a typical day we are setting up approx. 5 new users a day. When we scale in the future and are getting 20 to 40 new user requests a day, we will need to have a more efficient process.
Was looking to see if anyone in 'Workfront World' has encountered similar challenges and developed a process that helps. All feedback is welcomed and thank you for taking the time to review this.
