Download an Import Template for Importing Roles

Download a Microsoft Excel template to use when importing roles.

To download an import template:

1. Navigate to the workspace or project roles page
   1. In the object selector, select  Workspace or ﱆ Project, and then select View Workspaces List or View Projects List. Select a workspace name or project name.
   2. From the  Main Menu, select  Resources, and then select Role List.
2. Select Actions , and then select Download Import Template.

Tips

• The import template is downloaded as a Microsoft Excel file with the default file name RolesImportTemplate.
• The top two rows of each worksheet are required when importing roles from a spreadsheet. You can delete unused optional columns, but do not change the data in these rows.
• Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.