Topic
How to import Roles & Responsibilities to create new roles or update existing roles.
Instructions
Importing new Roles or Responsibilities:
Updating Existing Roles or Responsibilities:
- Select the Roles option from the Admin menu
- Select the Import Roles or Responsibilities option from the cog wheel menu
- Select the Excel icon to download the template
- Fill in the csv file with the appropriate information and save as a delimited csv file type
- Select the Choose File option on the import dialog and select the saved csv file
- Select Import
Updating Existing Roles or Responsibilities:
- Select the Excel icon at the top of the screen to export the existing Roles & Responsibilities
- Make the changes as required
- Delete the Participates In column
- Delete all users from the Users column except for new users you wish to add to the role/responsibility
- Save as a delimited csv file
- Import following the instructions from step 5 above