Current Behavior/Problem: Currently, onboarding new users in Workfront requires manually configuring individual settings for each user. While copying users can help, it doesn't provide a standardized, reusable approach for common user types, leading to potential inconsistencies and errors.
Description/Proposed Solution: Introduce User Profile Templates. These templates would allow administrators to pre-define and save configurations for common user types.
Functionality: Key elements of this feature would include...
- Template Creation - Administrators can create named templates, defining settings for any profile features like access level, layout template, team(s), group(s), job role(s), timesheet profile, and other relevant profile attributes
- Template Application - During user creation, administrators can select a template to pre-populate the user's profile.
- Customization - After applying a template, administrators retain the ability to customize individual user settings to accommodate unique requirements.
- Template Management - Ability to manage, update, and retire templates as organizational needs evolve.
Benefits/Importance:
- Simplified Onboarding - Significantly reduces the time and effort required to onboard new users, especially for common roles.
- Increased Consistency - Ensures that users in similar roles are configured consistently, reducing errors and improving security.
- Reduced Administrative Overhead - Streamlines user management, freeing up administrator time for other tasks.
- Improved Scalability - Facilitates faster user provisioning, supporting organizational growth and change.
