Automate sharing/giving requestors access to their requests' resolve projects

[coledxn]

Hi all, hoping someone can help with this query / that it's possible. We use the 'Updates' channel to communicate with requestors and chase further information if needed, and of course 'Documents' to source content and related documents. We're having some trouble with both Workers and Requestors getting confused between a request and a project after the request has been converted into a project - in part because requestors cannot see the resolve project without manually editing sharing permissions. 

Is there a way to automate the sharing of resolve projects (converted from a request) with it's requestor, so they're able to upload documents and add updates to the project - as opposed to switching between the two to find information or manually changing sharing settings? I have done some testing with access levels for users and for templates and can't seem to find a way to do this so far. 

Thanks in advance!

[Kurt_Jones]

We have a Group we created where we put all of our reviewers/requesters in as we provide them access.  That group is given view at the project sharing level of the template.  Thus if teams need to send a project to one of those folks they are able to click and view a project. This works pretty well as most of these folks aren't in WF very much and aren't heavily trained but can see enough in a project plan to answer/ask questions when a team needs their input.

[Richard_Le_ · Accepted solution]

Hi,

You can apply a default setting to automatically grant the primary contact of a request (the requester) access to the converted project. In the setup area of Workfront, under Project Preferences >> Tasks & Issues, there's an option for this. Please see screen shot below:

Once applied, the originating requester will automatically inherit access to a project created from their request. 

Best Regards,

Rich.