Download an Import Template for Importing Roles
Resources Overview > Role List Overview > Project Role List > Create a Project Role > Create a Role by Import
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 a workspace or project.
- In the sidebar, hover over Resources, and select Role List.
- 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 Tuesday, May 21, 2024