--- title: "Performance activities removed on role change" slug: "performance-activities-removed-on-role-change" tags: ["Performance Activities", "Role Change Settings"] updated: 2026-08-13T16:01:37Z published: 2026-08-13T16:01:37Z canonical: "totara.help/performance-activities-removed-on-role-change" --- > ## Documentation Index > Fetch the complete documentation index at: https://totara.help/llms.txt > Use this file to discover all available pages before exploring further. # Performance activities removed on role change Site Administrators are able configure the global settings for Totara Perform to **Remove access to closed participant instances on role change** when role or job assignment relationships change. When the **Remove access to closed participant instances on role change** setting is enabled, this setting hides closed activities from the **As a…** tab (for example, Manager, Manager’s manager, or Appraiser) on the **Performance activities** page when the activities belong to a staff member who no longer reports to that role. ## Configure 'Remove access to closed participant instances on role change' global settings 1. Navigate to *Quick-access menu > Configure features > Perform* *settings* *(admin/settings.php?section=advancedfeatures_perform).* 2. Select the checkbox for **Remove access to closed participant instances on role change** to enable this setting. ![Advanced setting showing option to remove access to closed participant instances on role change.](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1745331789749.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A15%3A28Z&se=2026-11-06T08%3A15%3A28Z&sr=c&sp=r&sig=QqQxw3%2FqQ%2FGaU6cHrKRFrUCoQDpo36jjvs8GZ6p00rU%3D) With this setting enabled, all [job assignment](/totara-20/docs/what-are-job-assignments)-based relationships, such as Manager, Manager’s manager or Appraiser, will have their access to participant instances removed when an instance is closed and the relationship no longer exists. They will no longer have access to those instances, and those instances will be hidden from the **As a (manager, manager's manager, or appraiser)** tab. The subject’s access to their performance activity instances is not impacted, and they will still have visibility of responses from their previous manager, if they originally had visibility. Enable **Remove access to closed participant instances on role change** either globally or per performance activity if participants such as managers, manager’s manager, or appraisers should only have access to their current report’s activities, as defined by a changing job assignment. This setting is particularly useful when combined with the **Close participant instances on role change** setting, which allows in-progress instances to be closed and then removed from the participant’s **Performance activities** page once the reporting relationship no longer applies. ## Overwrite global Remove access setting You can configure and overwrite the global settings to **Remove access to closed participant instances on role change** at the performance activity level when an instance is closed. 1. Access the activity management page by selecting *Quick-access menu > Activity* *management* *(mod/perform/manage/activity/index.php).* 2. Select the activity for which you wish to configure the remove access settings. 3. Select the **Assignments** tab. 4. Enable the toggle switch ( ![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1745333880713.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A15%3A28Z&se=2026-11-06T08%3A15%3A28Z&sr=c&sp=r&sig=QqQxw3%2FqQ%2FGaU6cHrKRFrUCoQDpo36jjvs8GZ6p00rU%3D)) for the **Override role and relationship change settings**. 5. In the **Remove access to closed participant instances** dropdown menu, choose either: - **Disabled:** Access will not be removed, even if the participant's job assignment changes. - **Enabled:** Access to closed instances will be removed if the participant is no longer related to the subject via job assignment (e.g. they are no longer their manager). The table below demonstrates the actions the system will take based on the **Remove access to closed participant instances on role change** setting. | | **Remove access to closed participant instances on role change setting** | **Activity status** | **Has job assignment-based relationships, such as Manager** | **Expected behaviour** | | --- | --- | --- | --- | --- | | **A** | Disabled | Not started, In progress, OR Closed | Yes or No | Activity is visible in the **As a...** tab | | **B** | Enabled | Not started, In progress, OR Closed | Yes | Activity is visible in the **As a...** tab | | **C** | Enabled | Not started OR In progress | No | Activity is visible in the **As a...** tab | | **D** | Enabled | Closed | No | Activity is NOT visible in the **As a...** tab | ![Course badge](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/course-badge_appraisals-in-totara-perform(3).svg?sv=2026-02-06&spr=https&st=2026-11-06T07%3A15%3A28Z&se=2026-11-06T08%3A15%3A28Z&sr=c&sp=r&sig=QqQxw3%2FqQ%2FGaU6cHrKRFrUCoQDpo36jjvs8GZ6p00rU%3D) Get involved in the conversation about [Performance management](https://totara.community/container/type/workspace/workspace.php?id=546) in the Totara Community. 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