New Feature Idea: User Profile Templates for Simplified User Onboarding | Community
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Level 2
April 28, 2025
New

New Feature Idea: User Profile Templates for Simplified User Onboarding

  • April 28, 2025
  • 8 replies
  • 518 views

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.

8 replies

MorganHatcher
Level 4
April 29, 2025

I like this idea. I always copy an existing user when possible, but always had the idea of creating a fake user as a template - but hate the idea of a extra 'user' in the system! 

Heather_Kulbacki
Community Advisor
Community Advisor
May 23, 2025

@morganhatcher  I wonder if you could create the fake user, then deactivate them.
Then you could filter for deactivated users (or just create a filter for that specific user) and copy your deactivated user.

August 4, 2025

This would be an incredibly helpful feature.

August 4, 2025

This would be a huge timesaver. 

August 4, 2025

This would be an incredible time saver for everyone involved with new user onboarding and access management.

Level 2
August 4, 2025

This would save so much time during the onboarding process.

August 4, 2025

Seems like this should already exist.

August 5, 2025

Easy improvement that adds great efficiency.