Import Role Access Data

Administrators can add and update system roles and specify their access permissions via the Role Access Data Loader. You must first populate in a comma-separated values (CSV) file the mandatory fields required for type of import (that is, adding a new role or updating an existing role).

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 role access data

  1. Go to Manage Center > Users > Role Access Data Loader. The Role Access Data Loader page opens and lists your previous program CSV importsprevious program CSV imports, if any.

    To see previous imports from any user, select Anyone from the Uploaded By drop-down list.

  2. If required, download the CSV file template and enter the required information in the relevant fields. (Click the CSV Formatting Help link for guidance on each field.)
  3. Click + Import CSV file.
  4. Click Choose File to select the CSV file to upload.
  5. If your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
  6. Select the delimiter used to separate fields in your CSV file. This can be a comma or a semicolon.
  7. To create new system roles for any new Role Codes in the CSV file, select the Automatically create new roles check box. 
  8. Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
  9. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.

Additional Information

About the Role Access Data Loader

Role Access Data Loader Field Reference

Role Access Data Loader Validation

About System Roles

 

Why does the help differ from what I see on the screen?

 

Powered by PeopleFluent