Segregating projects best practices in Workfront? How are you going about this? | Community
Skip to main content
New Member
May 6, 2022
Question

Segregating projects best practices in Workfront? How are you going about this?

  • May 6, 2022
  • 2 replies
  • 549 views

So that only a few can see a secret marketing project!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

RandyRoberts
Community Advisor
Community Advisor
May 9, 2022

We give permissions to portfolios via teams only. If you want access to a portfolio (and its contents), you MUST be on the corresponding team. This is one of many ways to handle access permissions.

Level 4
May 9, 2022

We remove inherited permission through sharing. Then only the people who are assigned, system admins, or the project is shared with can access it. Just remember it may not show on reports for users who are not Admins. Once the project is no longer a secret or it is complete, we put back inherited permissions so it could be found later on.