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Level 3
June 6, 2016
Question

Give External Access to Workfront

  • June 6, 2016
  • 14 replies
  • 2687 views
Hi - we are looking to give access to folks external to our company so they can provide status updates and be assigned tasks to specific projects. I woud like some ideas about how to best implement this solution. Currently our configuration is pretty wide open, meaning everyone can see everything. Thanks Christa Levine | IT Project Manager, PMP t: 510.683.2122 c: 408.772.2339 "http://confluentmedical.com/" confluentmedical.com
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14 replies

Level 9
July 25, 2016
I don't think I'd suggest a hierachy like that. "Teams" really have nothing to do with Company or Groups. A Team is a collection of people, which can be across companies and groups. We basically use Group as the department the user is in if internal and if external, we just use the group "external".
July 25, 2016
Gotcha. The main view that I want to make sure is not visible is "All Projects" or any project they have not explicity been given access. I will try creating a new group for our client and see how that works.
Level 10
July 25, 2016
Hi: I view companies as a way to divide projects, not people. I have multiple companies here, and I have people that work projects in multiple companies. A company, to me, is part of the hierarchy of defining work. It doesn’t have anything to do with people in how I use it. A Group, to me, is an aggregation of users for the purpose of assigning security and screen layouts. I don’t have many groups. A team, to me, is an aggregation of users for the purpose of giving visibility into this project, not that project, this report, not that report, sending messages to a set of people all at once, and so on. A team aligns with our organizational structure and our project organizational structure. I have a team for each portfolio and teams for each major project. I can do a Resource Allocation report for this team or that team. I can schedule the overdue task report to go to a project team. I have a list of overdue timesheets that goes to a team that equates to everyone working for a specific resource manager. I have lots of teams. Bunches. Does this help at all? Eric
Level 9
March 29, 2017
Liz, I have limited access to "all projects" for external users, by doing the following - shown in the attached word document. Hope this helps.