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Note

Warning: We highly recommend and always suggest that you run an Import Job on your test platform first, before you upload the data on live.

To learn how to complete an Import Job, click here.

Creating the Import Profile

First, you need to create an Import Profile to use for the upload. Click here for  for more information on how to do this.

The Destination for this import would be be Permission record for a user, as this is used to import Roles against a User.

For this import, the following fields need to be used as Key Columns in the Import Profile:

  • RoleID - this will be the ID of the Manager Role, which is AP-MNG.

  • UserID - this is the User ID of the user you want to give Manager Access to.

One of these two fields will also be needed for the import, but it cannot be both:

  • CompanyID - this is the ID of the Account you want to give the user Manager Access over

  • CompGroupID - this is the ID of the Account Group you want to give the user Manager Access over

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Please note, the CompanyID/CompGroupID and the UserID must match records already present within the platform.

Filling in the Import File

Then, you need to create your import file that you will use to upload the data. Below  Below is a Sample File as a template, with  with the second row being a description of the field and the third being sample data that will need to be replaced.

Manager Access Import Template.csv

All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.

Completing the Import Job

We always suggest running an Import Job on your test platform first, before you upload the data on live.

To learn how to complete an import job, click here.