A system administrator has been asked to onboard several external agencies into Workfront. Each agency should have the ability to interact and collaborate with users from the core organization and their own, however they should not be able to view or interact with users from other agencies.
What configuration should be applied to meet this requirement?
External Agencies should be set up under their own Groups and Teams.

Question

A system administrator has been asked to onboard several external agencies into Workfront. Each agency should have the ability to interact and collaborate with users from the core organization and their own, however they should not be able to view or interact with users from other agencies.

What configuration should be applied to meet this requirement?

External Agencies should be set up under their own Groups and Teams.

Vincent Scotti · Accepted Answer

External Agencies should be set up under their own Companies and Groups. 9 A new access level should be created with additional restrictions set to only view users from the primary Company, their Company and view only Companies and Groups they belong to.

Vincent Scotti · Answer

Objects within Workfront should be shared with the relevant agency Group or Team only when required.

Vincent Scotti · Answer

External Agencies should be set up under their own Companies and Groups O A new access level should be created with additional restrictions set to view only Companies they belong to and never inherit document access from projects, tasks, requests, etc.

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