Excluding roles in bulk

Roles are assigned to the users, that can generate violations when the extracted data from an ERP application is analyzed against the rules. You can exclude all such roles in bulk to reduce the business risks.

To exclude roles in bulk:

  1. Select Design > Business Controls > Bulk Exclusion on the navigation bar.
  2. Click the Exclusions section.
  3. Click to exclude objects.
  4. Select Roles. You can perform one of these actions to select the roles to be excluded:
    • Click to select the roles to be excluded. The selected roles are displayed at the bottom of the Bulk Exclusion page. OR
    • Select a CSV file that includes all the roles to be excluded. Click Upload. All the roles imported from the CSV file are displayed in separate rows. The CSV file must have:
      • Roles listed in separate rows.
      • The expiry date of all the roles at the end of each row. The expiry date for the roles must be in the mm/dd/yy format.
    Note: Expired roles uploaded through the CSV file, are not displayed in the Excluded Objects list.
  5. Click the Valid To date to select a different expiry date from the calendar or retain as Never Expires. Select the Apply to All check box to set the same expiry date for all the excluded roles.