How to Bulk Export Approval Roles and Budget Entity Permissions for a Single User/All Users
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How to Bulk Export Approval Roles and Budget Entity Permissions for a Single User/All Users

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Article summary

  1. Go to Maintenance > Admin > User Management > User tab.
  1. Click More and then select Approval Role Setup.
  1. Click the Export drop-down list. A list of options appears.

  1. You can perform any one of the following actions:
    • Click Export All Users to export the approval roles and budget entity permissions of all the users in the application.

    • Click Export Current User to export the approval roles and budget entity permissions of the user currently selected in the User list box.

    • Click Export Selected Users to export the approval roles and budget entity permissions of the users selected in the Export Selected Userswindow.

      The ApprovalRoleExport excel file is downloaded with the required approval roles.

  1. Make the required changes, and then click the Import icon to upload the file. For more information about the Import functionality, refer the How to Bulk Import Approval Roles section.


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