Exporting a functional security role

Export one or more functional security roles to a CSV file for offline review, reporting, or analysis.

You can export selected functional security roles to a CSV file. The exported file includes role names, descriptions, and mapped security roles for offline analysis or reporting purposes.

  1. From the Infor OS Portal, select Security > Configure > Functional Security Role.
  2. On the Functional Security Role page, select the check boxes for one or more functional security roles to export.
    The Export icon is enabled only after at least one role is selected.
  3. Click the Export icon.
  4. In the Export Confirmation dialog box, review the message confirming the number of functional security roles selected for export.
    1. To ensure proper encoding of special characters, the CSV file must be saved in CSV (UTF-8) format.
  5. Click Export to download the CSV file or click Cancel to close the dialog box without exporting.

The exported CSV file includes these columns for each selected functional security role:

  • Name: The name of the functional security role.
  • Description: The description of the role.
  • Security Roles Mapped: The list of security roles mapped to the functional security role.

The exported file name uses this format:

ExportFSR_TenantName_Timestamp.csv

Example:

ExportFSR_AcmeCorp_2024-09-26-13-45.csv