Importing or Exporting Custom Roles

  1. Go to Administration > Account Management > User Roles.
  2. To export custom roles to a .dat file, which you can import back to another Apex One server:
    1. Select the roles and click Export > Export to DAT.
    2. Save the.dat file. If you are managing another Apex One server, use the .dat file to import custom roles to that server.
    Note:

    Exporting roles can only be done between servers that have the same version.

  3. To export custom roles to a .csv file:
    1. Select the roles and click Export > Export to CSV.
    2. Save the .csv file. Use this file to check the information and permissions for the selected roles.
  4. If you have saved custom roles from a different Apex One server and want to import those roles into the current Apex One server, click Import and locate the .dat file containing the custom roles.

    • A role on the User Roles screen will be overwritten if you import a role with the same name.

    • Importing roles can only be done between servers that have the same version.

    • A role imported from another Apex One server:

      • Retains the permissions for menu items for servers/agents and menu items for managed domains.

      • Applies the default permissions for agent management menu items. On the other server, record the role's permissions for agent management menu items and then re-apply them to the role that was imported.

Parent topic: User Roles