Import or export permission set

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Once you have fully defined your permission sets, the fastest way to migrate them is to export them, then import them to the other servers.

  1. Open the Permission Sets page: select MenuUser ManagementPermission Sets.

  2. Select one of these actions.

    • Export permission sets:

      • Click Export All.

      The ePO - On-prem server sends an XML file to your browser. Open or Save this file.

      The XML file contains only roles with a definTed level of permissions. If, for example, a Permission Set has no permissions for queries and reports, no entry appears in the file.

    • Import permission sets:

      1. Click Import.

      2. Click Browse to navigate to and select the XML file with the permission sets that you want to import.

      3. Choose whether to keep permission sets with the same name as an imported permission set by selecting the appropriate option. Click OK.

        If ePO - On-prem cannot locate a valid permission set in the indicated file, an error message is displayed and the import process is stopped.

      The permission sets are added to the server and displayed in the Permission Sets list.