Import functional security roles

Use the Import Functional Security Roles page to upload a CSV file to create or update functional security roles. You can also assign security roles to users during the import process. Role assignments can be restricted to active users only. Removal of security roles or users is not supported through the import file. The import process supports add and update operations only, based on the selected options.

File requirements

The import file must meet these requirements:

  • The import file must be a CSV file.
  • The CSV file must include a header row.
  • If the file contains special characters, it must be encoded in CSV (UTF-8) format.
  • The maximum import size is 1,000 records per file.

CSV header fields

The CSV file must include these headers for every record:

  • Functional Security Role Name: Name of the functional security role.
  • Description: Description of the functional security role.

Optional headers for the CSV file:

  • Security Role: Security role to be associated.
  • EmailId: Email ID of the user for role assignment.
Note: 

Ensure that the CSV file adheres exactly to the supported header names to avoid import failures.

Importing functional security roles

  1. Select Configure > Functional Security Roles
  2. Click the Import icon.
  3. Select the CSV file to upload.
  4. Optionally, you can select these options:
    Update Existing Functional Security Roles
    When selected, existing functional security roles can be updated based on the data from the import file.
    Assign Security Roles to Active Users Only
    When selected, security roles are assigned only to users who are active.
  5. Click IMPORT to start the import process.