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Administrators can add and update system roles and specify their access permissions via the Role Access Data Loader. To get started, you can download a CSV file template and populate the required fields offline in a spreadsheet application. The LMS provides information to help you fill in the CSV template, such as the expected values for each field.
To create a new system role, the Role Code in the CSV file must be unique, and you must select the Automatically create new roles check box when selecting the file to import.
When adding a new system role, the mandatory fields are:
When updating a system role, the only mandatory fields are Role Code and Role Name.
Because system roles have their own access permissions to determine which users can view or edit them, you can specify separate user targeting templates to select the users with read-only access, and those with write access, using the Read Permission Template and Write Permission Template fields in the CSV file. For each user targeting template, you must also specify how it is applied, using the AssignReadTemplate and AssignWriteTemplate fields. For more information, see User Targeting Templates in Data Loaders.
To import system role data, your user role must have unrestricted access to the Role Access Data Loader feature in System Roles (Manage Features > User Manager Features).
To import system role data and review previous imports, go to Manage Center > Users > Role Access Data Loader.
To prepare a role access CSV file for import, you can download a template CSV file from the Role Access Data Loader page and populate the fields as required.
Note that CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file. Alternatively, you can edit CSV files in a text editor instead of Microsoft Excel. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).
Additional Information
Role Access Data Loader Field Reference
