Import/Export of Delegated Access
With the Delegated Access Import feature, administrators can easily configure delegated accesses for multiple users simultaneously using a CSV file, saving time and reducing manual errors.
Additionally, administrators can export existing accesses for a complete overview of ongoing delegations.
Delegated Access Import:
To import delegated accesses,
- Go to the Admin tab, then select the Users and Access menu.
- Navigate to the Delegations submenu.
- Click on Import.
- Download the template using the Download Template File button.
The fields in the template file are as follows:
Account owner e-mail address | Indicate the e-mail address of the account owner. |
Account owner Serial number | Indicate the account owner's Serial number. |
Delegation beneficiary e-mail address | Enter the e-mail address of the beneficiary of the delegated access. |
Delegation beneficiary Serial number | Enter the serial number of the beneficiary of the delegated access. |
Delegation access type | Indicate the type of delegated access (All, Manager, Employee, Read Only...) |
Delegated Access Export:
It is also possible to export existing delegated accesses using the same Excel file template as for the import.
To do this,
- Go to the Admin tab, then select the Users and Access menu.
- Navigate to the Delegations submenu.
- Click on Export the result, then on Continue Export.
The fields in the exported file are as follows:
- Owner Email
- Owner ID
- Beneficiary Email
- Beneficiary ID
- Access Type
