Uploading and Downloading Permissions and Data Access from a File

When assigning permissions at the node type level, you can upload an Excel file with the permissions and data access instead of manually assigning them in the node type inspector. You can also download permissions and data access on a node type to an Excel file for offline reference.

Considerations

  • You can download and upload permissions and data access on node types only.
  • You must have Owner or Metadata Manager permission on the application or dimension that contains the node type in order to upload permissions for it.
  • When uploading permissions, the permissions from the file are merged with existing permissions. Existing permissions and data access for user and groups are overwritten with the ones in the file.

Uploading Permissions and Data Access from a File

Your permissions file must be in the correct format. See Permissions File Format

Tip:

You can download the current permissions on a node type to use as a template that you can modify with additional changes and then upload back to the system. See Downloading Permissions and Data Access to a File.

To upload permissions:

  1. Inspect the node type that you want to upload permissions for. See Inspecting a Node Type.
  2. Click Edit.
  3. Click Load Permissions from File upload button.

    Note:

    You must be in Edit mode to see the Load Permissions from File button.
  4. Browse to the permission file, and then click Open.

    The permissions are loaded to the system.

  5. Optional: In the confirmation dialog box, click the link to download the permission file and review the Status and Message columns to see the results of each permission.
  6. Click OK on the confirmation dialog box, and then click Save to save your changes.

    Note:

    If you click Cancel, the permissions that you uploaded are not saved to the node type.

Downloading Permissions and Data Access to a File

To download permissions:

  1. Inspect the node type that you want to download permissions for. See Inspecting a Node Type.
  2. On the Permissions tab, click Download Permissions to File download button.

    Note:

    The Download Permissions to File button is not visible if you are in Edit mode.

After the file is downloaded, you can view it in Excel.