Deactivate or reactivate a user
If a user leaves the organization, you might need to remove them from ÃÛ¶¹ÊÓƵ Workfront. They should not remain active in the system, because this would create confusion for other users when adding them to updates or assigning them work. When you deactivate a user, other users no longer see their name when they search for people in the system.
Administrators can see inactive users in the Setup area.
You can reactivate a user at any time.
Access requirements
You must have the following to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard Or Current: Plan |
| Access level configurations |
You must have one of the following:
|
For more detail about the information in this table, see Access requirements in Workfront documentation.
Prerequisites
Before you deactivate a Workfront administrator or Standard or Plan license user, you must associate their objects and activities with another user.
For more information, see About deactivating Workfront administrators and Plan license users in this article.
Deactivate a user
Be aware of the following when deactivating a user:
- The user won’t be able to access the system.
- All data associated with the user will be retained.
- You can assign a deactivated user’s license to another user.
To deactivate a user:
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Click the Main Menu icon
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Select a user, click the More icon
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Click Deactivate in the box that appears.
Schedule users for deactivation
As a manager, you may want to mark users for deactivation before they actually leave your organization. For example, if you are working with a user who is contractually bound, they are in your system for a limited period of time and you know their termination date. You can schedule them to become deactivated on that date.
Workfront administrators and Plan license users can see the deactivation date in their user profile.
To schedule a user for deactivation:
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Click the Main Menu icon
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Select the user’s name.
Or
(Optional) Select multiple users to schedule them for deactivation in bulk.
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Click the Edit icon
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In the Edit User box that displays, click Resource Planning to go to that area.
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Enable the Schedule Deactivation option.
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In the calendar that displays, specify the date and the time for the Scheduled Deactivation Date.
note note NOTE - In the time box, you can select only whole hour increments, not minutes.
- If you select a time for the current day which has passed, Workfront will schedule the deactivation for the following day at 12:00 AM. The time selected matches the computer timezone of the user who is scheduling the deactivation.
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Click Save Changes.
The user is deactivated on the selected day sometime after the selected time. If you selected multiple users to deactivate in bulk, all selected users are deactivated on the selected day sometime after the selected time.
We recommend that you build a report for users that you have scheduled for deactivation, to keep informed about what users are coming up to be deactivated. There is no confirmation that the deactivation happened after the users become deactivated.
Reactivate a user
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Click the Main Menu icon
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Select a user, click the More icon
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Assign a new Access level in the drop-down menu, then click Reactivate.
Proofing impact when you reactivate a user
Deactivated users lose their assigned default proofing role and their proof license (if you are on a Workfront Premium Legacy Plan). If you choose to reactivate the user, you must:
- Reassign the license (if you are on a Workfront Premium Legacy Plan). For more information about Workfront proofing plans, see Access to proofing functionality in Workfront.
- Verify they have the correct proof role. Reactivated proof users are assigned whatever is specified as the default proof role for new users. See Configure default proofing roles for more information.
About deactivating Workfront administrators and Standard or Plan license users
Before you deactivate a Workfront administrator or a user with a Plan license, it’s important to check for Workfront objects and activities involving that person, then associate them with another Workfront administrator or Plan license user as necessary.
These objects and activities might include the following:
- Tasks or issues assigned to the user
- Projects owned by the user
- Reports set up to run with the access rights of the user
- Templates owned by the user
- Projects and templates on which the user was set as a resource manager
- Request queue routing rules on which the Workfront administrator or Plan license user is the Default Assignee
- Approval processes that have a stage including the user (especially if they were the only approver on the stage)
- Timesheets that list the user as an approver
- Timesheet profiles that list the user as an approver
- Proofing Automated Workflows that include the user
Resource planning impact when you schedule a user for deactivation
When you schedule a user for deactivation, they no longer appear in the Resource Planner as being available for budgeting hours. If they remain part of the Resource Pools, they appear in the Resource Planner, but their availability will be set to zero hours starting with the date of their scheduled deactivation.
The Resource Planner takes into account all the job roles of the users and Planned Completion Dates of the tasks and calculates resources accordingly.
For more information about the Resource Planner, see Resource Planner overview.