Export and Import User Assignment Groups

You can export user assignment groups from a source instance to a file, then import them from the file to a second instance.

Here are issues to be aware of before you undertake these tasks:
  • When you export groups, security assignments configured for them aren't exported with them. A user who subsequently imports them automatically becomes their owner in the destination environment, and could configure additional security for them in that environment.
  • The import job fails if the file contains a group whose name matches that of a group already existing in the destination instance.
To export user assignment groups:
  1. Navigate to Risk Management > Risk Management Data Security. This opens the User Assignment Groups page.
  2. Click the check boxes for the groups you want to export. You can select one or multiple groups.
  3. Select Actions > Export User Group. A message presents a job ID. Note the ID, then close the message.
  4. Click the Monitor Jobs button to navigate to the Monitor Jobs page.
  5. Locate the row displaying the job ID you noted.
  6. When the status displayed in that row reaches Completed, click the Download icon.
  7. A file-download window offers you options to open or save the export file. Select the Save option. In a distinct save-as dialog, navigate to the folder you want to save the file in.
To import user assignment groups:
  1. From the User Assignment Groups page, select Actions > Import User Group.
  2. In an Import User Group page, select a file that contains groups you want to import. Click Browse, navigate to the location of the file, and select the file name. It consists of the phrase "User_Groups" followed by a number, with a json file extension. That file name then populates the File field on the Import page.
  3. Click the Submit button. Again, a message presents a job ID. Note the ID, then close the message.
  4. Click the Monitor Jobs button to navigate to the monitor jobs page. Locate the row displaying the job ID you noted, and confirm that it reaches the Completed state.