Download an Import Template for Importing Roles
Download a Microsoft Excel template to use when importing roles.
To download an import template:
- Navigate to the workspace or project roles page
- In the object selector, select
Workspace or
Project, and then select View Workspaces List or View Projects List. Select a workspace name or project name.
- From the
Main Menu, select
Resources, and then select Role List.
- In the object selector, select
- 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.
Last Published Monday, March 17, 2025