Import/Export Global and Asset Roles

Both global and asset roles can be imported and exported from one platform or tenant to the other. This can be a single or bulk action.

Import Global Role(s)

To import global roles:

  • Open the Administration module of the Platform
  • Click on to open the Role Management screen
  • Select the Global Roles tab
  • Click on above the global roles grid
  • Click on Import global role from the menu

  • Find the JSON import file and click Open

The imported global role(s) will be added to the global roles grid:

Note: It is not possible to import one or more global roles that already exist on the platform. In case of bulk global role import, you will need to remove the existing global role from the JSON file and try again.

Export Global Roles(s)

To export global roles:

  • Open the Administration module of the Platform
  • Click on to open the Role Management screen
  • Select the Global Roles tab
  • Click on next to the global role you want to export
  • Select Export from the menu

The selected global role be exported to a JSON file.

Also, you can export a global role by doing the following:

  • Select the checkbox next to the global role you want to export
  • Click on above the global roles grid
  • Click on Export global role

To perform a bulk export of global roles:

  • Select the checkboxes next to global roles you want to export
  • Click on above the global roles grid
  • Click on Export global role

Global roles you have selected will be exported to a single JSON file.

Import Asset Roles(s)

To import asset roles:

  • Open the Administration module of the Platform
  • Click on to open the Role Management screen
  • Select the Asset Roles tab
  • Click on above the asset roles grid
  • Click on Import asset role from the menu

  • Find the JSON import file and click Open

The imported asset role(s) will be added to the asset roles grid:

Export Asset Roles(s)

To export asset roles:

  • Open the Administration module of the Platform
  • Click on to open the Role Management screen
  • Select the Asset Roles tab
  • Click on next to the asset role you want to export
  • Select Export from the menu

The selected asset role be exported to a JSON file.

Also, you can export an asset role by doing the following:

  • Select the checkbox next to the asset role you want to export
  • Click on above the asset roles grid
  • Click on Export selected asset role(s)

To perform a bulk export of asset roles:

  • Select the checkboxes next to asset roles you want to export
  • Click on above the asset roles grid
  • Click on Export selected asset role(s)

Asset roles you have selected will be exported to a single JSON file.