How to copy Security Roles from 1 location to another?
Posted: Wed Aug 08, 2018 5:27 am
Please be advised that you cannot copy Security Roles from the Enterprise location ( if applicable) as they use a different set of Security Roles, etc.
These instructions are to copy from one location to another location:
THE EXPORT
These instructions are to copy from one location to another location:
THE EXPORT
- Go to the location that has the Security Roles setup that you want to copy
- Go to Setup from the Home Ribbon list
- Click Export from the ribbon - NOT "Export to Excel"
- Scroll all the way down the list to check box next to Security Roles
- Click Next
- Click Nextagain
- Click Start
- Click Close
- Go to 2nd location and click Setup from the Home Ribbon
- Click Import from the ribbon
- Click Open
- Click Next
- Check box next to Security Roles
- Click Next
- Select option to "Overwrite with values from the import file"
- Click Next
- Click Start
- Click Close