Import Roles screen

Adds roles specified in an XML file.

Figure: Import Roles screen

Import Roles screen

Prerequisites

  • An XML file with exported roles on your local machine.

    Example:

    <?xml version="1.0" encoding="UTF-8"?>
                                <ArrayOfWFRoleExt xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
                                <WFRoleExt>
                                <LastModifiedBy>MYDOMAIN\myuser.n</LastModifiedBy>
                                <LastModifiedDate>2016-04-13T22:38:03.093</LastModifiedDate>
                                <Name>Administrators</Name>
                                <Description/>
                                <CreatedDate>2016-01-30T05:52:26.7</CreatedDate>
                                <CreatedBy>mydomain\mydomainguest</CreatedBy>
                                <RightFlags>YYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYYNYYNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNNN</RightFlags>
                                <Enabled>true</Enabled>
                                <RoleMembers>
                                <WFRoleMember><ObjectID>00000000000000000000000000000000</ObjectID>
                                <ObjectType>All</ObjectType>
                                <Assignee>AgilePoint\John</Assignee>
                                <AssigneeType>User</AssigneeType>
                                <RoleName>Administrators</RoleName>
                                <CreatedDate>2016-03-17T16:35:09.643</CreatedDate>
                                <CreatedBy>AgilePoint\Andy</CreatedBy>
                                <ClientData/>
                                </WFRoleMember></RoleMembers></WFRoleExt></ArrayOfWFRoleExt>

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, click Access Control > Roles.

    Click Roles
  3. On the Roles screen, click Import.

    Click Import icon

Fields

Field NameDefinition

Import Action

Function:
Specifies what to do if there is a role or group with the same name in the tenant.
Accepted Values:
  • Do Not Override Existing - Does not import the file if a role or group with the same name exists.
  • Override Existing - Imports the file and removes the role or group that exists.
  • Merge Existing - Imports the file and changes the role or group that exists.
Default Value:
None

Select File

Function:
Selects your XML file that contains the role.

Import

Function:
Imports the data from the specified XML file.