System Admin Essentials Webinar: Understanding User Management (Feb 23)

[KristinFarwell]

Have you ever wondered about the best way to organize your users into groups and teams, or which permissions to assign?

In this on-demand webinar, originally broadcast on February 23, 2022, Mary Ann Erickson‚ Sr. Customer Success Manager at Adobe Workfront, and Heather Kulbacki, Marketing Systems Specialist (and Workfront Guru!) at Thermo Fisher Scientific, covered: 

• The basics of licenses, access levels, groups and teams
• Object hierarchy and sharing permissions best practices
• How Thermo Fisher Scientific chose to organize their users and the lessons they've experienced along the way

You can view the recording here and a copy of the slides is attached. Have questions for our speakers? Tag them in a comment below! 

[KristinFarwell]

Hi all! Just a reminder that this webinar is happening live tomorrow - Feb 23, 2022 at 8:00 am PT / 4:00 pm UK. You can register here: https://webinars.on24.com/adobe_workfront/AdminEssentialsUserMgmt?partnerref=WFOne

If you can't make it, that's ok! Register anyway and we'll send you a copy of the recording after.

Keep an eye on this discussion thread. We'll pop back over here after the event to share answers to any unanswered questions and keep the conversation going!

[KristinFarwell]

As promised, here is a PDF of the slides from this webinar. We'll be pulling together answers from some of the audience-submitted questions and sharing them here as well. Stay tuned. Thanks again for attending, we had a fantastic turnout!

[AlyssaMorin]

Thank you very much for the slides!! Really glad to have a copy of the deck to share. This was an excellent webinar. You three did a great job, @Kristin Farwell‚ . @Heather Kulbacki ‚and @Mary Ann Erickson‚Looking forward to more Sys Admin Essentials!

[Heather_Kulbacki]

One of the questions from last week's webinar was: You mentioned a limit of 100 in object sharing. If you are using groups or teams in sharing does that help get around that limitation or does a group of 100 users count as 100 shared?

Yes, using groups or teams is a great way to get around that limitation. I have one request queue that is shared with a group containing 850+ users, as well as a few other smaller groups.

[Heather_Kulbacki]

Another question from last week's webinar: How does "Role" fit in with Groups and Teams? Can you give an example?

Roles work very much the same as Groups and Teams. You can share objects with a role the same as sharing with a group or team.

For our team we want all project managers to have access to all projects in case someone's out and another PM needs to cover for them. So we set up the Project Manager role to have Manage access in the Project Sharing area on all templates. So as long as a template is used to create the project, all PMs should have access to that project.

[KristinFarwell]

One of the questions that came up from a number of folks in the webinar was if @Mary Ann Erickson‚ would mind providing instructions for how to create the awesome user view in one of her slides (screenshotted below).

Mary Ann says she typically guides the creation of this report - or others like it - during a small workshop engagement, but due to the many requests during our webinar, she would like to point you to an article from one of our partners, LeapPoint. This article walks you through how to create a similar version of this report – Advanced Report Formatting . . . Really Advanced. Hope this is helpful!