Deactivate job roles
As an Adobe Workfront administrator or a user with administrative access to Job Roles, you can deactivate job roles that become obsolete in your system. When you deactivate a job role instead of deleting it, you can keep any historical information that is associated with it.
You can also reactivate job roles that have previously been deactivated.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license |
New: Standard Or Current: Plan |
| Access level configurations | Administrative access to Job Roles |
For more detail about the information in this table, see Access requirements in Workfront documentation.
The impact of deactivating job roles
If you deactivate a job role, it no longer displays in the following areas:
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The Assignments typeahead field (for tasks, template tasks, issues, approvals, and routing rules)
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The Assignments fields in lists and reports
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User profiles
note note NOTE When you add a new role to a user, a deactivated job role doesn’t display. But it does continue to display in the Primary Role and Other Roles fields if the user was associated with the job role before it was deactivated. -
The Sharing dialog box for objects, including layout template assignment
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Typeahead fields in custom forms
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The Pool Members field in Resource Pools
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The Job Role field of a Billing Rate edit screen when a user is overriding billing rates for projects
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The Add assignment to Kanban board dialog box in a project
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The Job Role field of a plan or an initiative when someone is using the Adobe Workfront Scenario Planner.
The Scenario Planner is available only in the new Adobe Workfront experience and requires an additional license. For information about the Workfront Scenario Planner, see The Scenario Planner overview.
Considerations before deactivating a job role
It is better to deactivate rather than delete job roles that become obsolete so that you can keep all the historical information associated with roles you may have used in the past.
We recommend that you do the following before deactivating an unused job role:
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Build reports for any objects that are assigned to the role you plan to deactivate and reassign them to an active job role. For information about building reports, see Create a report.
note tip TIP You can create a report to filter for any tasks or issues where the deactivated role is assigned. Then use the report to reassign outstanding tasks or issues to an active role. -
Take an inventory of all approval processes, current approval paths, and routing rules or other objects that are assigned to the job role you plan to deactivate and reassign them to an active role.
note tip TIP When using request queues, if you deactivate a job role assigned as the default assignee in a routing rule, the role remains and requests are still routed to the deactivated role. We recommend updating routing rules with active roles before you deactivate the team. For information about creating approval processes and routing rules, see the following articles:
Deactivate a job role
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Click the Main Menu icon
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In the left panel, click Job Roles.
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(Optional) In the Filter drop-down menu, select Active to display only active job roles.
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Click the name of the job role that you want to deactivate.
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In the Is Active drop-down menu, select No.
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Click Save Changes.
The job role is deactivated and can no longer be assigned to work, associated with layout templates, and so on. For information about all uses of job roles in Workfront, see Job role overview.