What are the best practices for having more than one team on the same instance? How can you make sure customized objects are kept seperate from team to team? | Community
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AlexsandraJones
AlexsandraJones
Level 2
July 28, 2023
Question

What are the best practices for having more than one team on the same instance? How can you make sure customized objects are kept seperate from team to team?

  • July 28, 2023
  • 2 replies
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2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
July 28, 2023

Many orgs for this for different departments, for example. You’ll want to separate them by Groups, not Teams. You may have Teams within those Groups. You can have Group-specific templates, members, timesheet profiles, notifications, etc. More on Groups here: https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-groups/groups/groups.html?lang=en

If this helped you, please mark correct to help others : )
Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
July 31, 2023

I agree: Go with Groups. The functionality behind a Group is more about access and settings.

From there I've been known to create a dedicated Portfolio (or more than one) under the Group to isolate the work from the different users. If you need even more segregation, consider Companies.

Teams, for sure, serve a purpose on assignments, resourcing, and Agile functionality, so you might intentionally have Teams that include the same membership as a Group to drive those types of functions.

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity Advisor
    Community Advisor
    July 31, 2023

    Agreed. We recently integrated another one of our business units with an existing business already using the tool and Groups was the perfect solution. Also, if you have team members that need to be able to access other groups work, this set up works wonders for giving people the right access they need.

    Kundanism
    Kundanism
    Level 10
    July 31, 2023

    Hi

    Customised object works better for team. If you have specific requirement about access /layout, better assign layout inside the team. Externally you can establish relation between Team and Group too. So, the individual / specific team can be defined with individual/ specific layout / custom object. An illustration below for reference.

     

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