Export roles

You can export assigned users and Run as user roles to a CSV file to view folder permissions, and included in offline audits and records.

Prerequisites

Ensure that you are logged in to the Control Room as the administrator.

You can export selected roles and their permissions to separate CSV files to view the following information:
  • Role to user: Provides information about the users assigned to the role.
  • Role to run-as user: Provides information about the run-as users assigned to the role.
  • Role to permission: Provides information about the permissions assigned to the role.
  • Role to folder permission: Provides information about the folder permissions assigned to the role.
You can download the CSV file with the exported roles from the Activity > Historical page.

Procedure

  1. Navigate to Administration > Roles.
  2. Select the assigned users and Run as user roles that you want to export.
  3. Click the Export checked items to CSV icon at the top-right corner of the table.
    A message is displayed indicating that the exported CSV file is available from the Activity > Historical page.
  4. Click Continue.
  5. Navigate to the Activity > Historical page and search for exported roles activity.
    Note: You can search for role activity by username. The role activity name uses the following format: Role-Export: Roles_admin_03122022155910111.
  6. Click the role activity that you want to download.
  7. Click Download exported zip file.
    The CSV file downloads to your local system as a zip file.