Permissions File Format

This topic describes the format of Microsoft Excel spreadsheets used to load permissions and data access.

The permissions file must be an Excel file with a sheet named Permissions.

Note:

The file can contain other sheets. For example, when you download permissions the file contains a sheet named Summary with summary information. This summary sheet is informational and is not required for upload.

Permissions Sheet Format

Considerations

  • The header columns must be in the order specified below. The node type properties columns can be in any order.
  • If any of the information in the header columns is invalid, the record is skipped.
  • Properties in the file that are not valid for the node type are ignored, but the record is still processed.
  • If there are multiple records for the same user or group in the file, the first record in the file is processed. Any subsequent records are skipped and marked with a skipped status and a corresponding message.

Header Columns

  • Access Type: Select User or Group
  • Name: Enter the user or group name for which permissions are being created.
  • Permission: Select a valid permission. For node types, this is Participant.
  • Allowed Actions: Select None, All, or Specified
  • Specified Actions: If you selected Specified in Allowed Actions, enter the list of actions separated by commas (for example: Add, Delete).
  • Properties Access: Select Edit All, Display All, or Specified

Node Type Property Columns

If you selected Specified in Properties Access, enter the fully-qualified (Namespace.Property) node type properties , one per column, and one of these values for each property: Display, Edit, or Hide.

Note:

You cannot specify Hide on the Core.Name property.

Status Columns

  • Status: System reserved column that displays the status of the permission (Success or Skipped) after you upload it.
  • Message: System reserved column that displays an informational message on permissions that were skipped.

The following example shows the correct format for the Permissions sheet:


excel sheet showing permissions as described above