- Go to Administration > Account Management > User Roles.
- To export custom roles to a .dat file, which you can import back to
another Apex One
server:
- Select the roles and click Export > Export to DAT.
- 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.
- To export custom roles to a .csv file:
- Select the roles and click Export > Export to CSV.
- Save the .csv file. Use this file to check the information and permissions for the selected roles.
- 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