Workspace administrators can export roles from a model. This type of export includes model role details and permissions, such as module and list access.

You must be a workspace administrator to set up a model role export.

To export model roles:

  1. Select Users in the model settings bar.
  2. Select the pane that contains the data you want to export.
    You can select Roles, Roles > Modules, Roles > Versions, Roles > Lists, or Roles > Actions.
  3. In your chosen pane, select Export from the toolbar at the top of the screen.
  4. In the Export dialog, in the Layout tab, select the file type for the export.
  5. Optionally, in the Labels tab, select the Include Row Label Headers checkbox to include row headers in the export.
    For example, if you include row headers for Roles > Modules in an XLS file, Modules displays as a header in the A1 cell.
  6. If you want to save your export settings to run the export again, select the Save Export Definition checkbox at the bottom of the Export dialog. Then:
    1. In the Export Name field, type a name for the export.
    2. Choose whether to share the file with Administrators only or Everyone, or select Myself (keep private).
  7. Select Run Export.

If you saved the export definition, you can add the export to a process or publish it to a dashboard. Page builders can add it to an action card in the UX.

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We update Anapedia regularly to provide the most up-to-date instructions.