The import feature enables an administrator to quickly create all access rules for all roles for all profiles.
To import one or more security profiles:
- Navigate to the Security module.
- Select the Security Profile Access tab.
- Before importing, prepare the import file. You can use the Export function to obtain a template for the file. An example file is shown below.
- Select the Import icon in the toolbar. The Import from File dialog appears.
- In the Import from File dialog:
- Select Append if you are appending to existing Security Profile settings.
- Select Replace if you are replacing all existing Security Profile settings.
- Select the delimiter for your import file.
- Select OK to import the security profile settings from the file, otherwise choose Cancel to cancel the action.
Example of a security profiles file:
| Profile | Role | Dimension | Hierarchy | Member | Relationship | Allow |
| Write | Controller | Entity | USA | SelfAndDescendants | Allow | |
| Write | Preparer | Entity | USA | SelfAndDescendants | Allow | |
| Write | Controller | Entity | USA Elimination | Self | Deny | |
| Write | Preparer | Entity | USA Elimination | Self | Deny | |
| Read | Controller | Entity | TotalGroup | SelfAndDescendants | Allow | |
| Read | Preparer | Entity | USA | SelfAndDescendants | Allow | |
| Read | Controller | Entity | USA Elimination | Self | Deny | |
| Read | Preparer | Entity | USA Elimination | Self | Deny |
Notes:
- Hierarchy - The name of the hierarchy within the dimension. If blank, this shows it's the default hierarchy.
- Relationship - The relationship to the member (Self and Descendants, Self and Children, Self, Children, Descendants)
- Allow - Allow shows access is granted. Deny shows access is denied.
