Import Roles

To import roles from an XML file, do the procedure in this topic.

Figure: Import Roles screen

Import Roles screen

Background and Setup

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

Procedure

  1. On the Roles screen, click Import.

    Click Import
  2. On the Import Roles screen, in the Import Action list, select an action to do if a role with the same name already exists.

    Select Import Action
  3. Click Select File.

    Click Upload File
  4. Select an exported XML file from the local machine that contains the roles to import.
  5. Click Import.

    Click Import