Note: All pages below are subject to having relevant Roles and Permissions.
When a new Role is required but the User does not wish to start from scratch, the Export and Import process is a useful way of taking an existing Role and re-importing it as a new one, before Editing the Permissions in the newly created Role.
Equally, if a test database is being used ahead of the going live, using this function is a time-saving exercise as Roles can be created in advance and then re-imported after the Go Live date.
From the left Menu go to Config > Setup > Roles & Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2023/04/Roles-Export-Import-001.png)
Selecting a Role, then Export will produce an instant download in xml format.
![](https://d3kchveacp7yrb.cloudfront.net/2023/04/6clgQZHy-image.png)
To re-import the Role, select the Import option.
![](https://d3kchveacp7yrb.cloudfront.net/2023/04/PJftMYqk-image.png)
Browse and select the xml file to be uploaded, if the Import is to replace an Existing Role use the dropdown to map to the Role required.
![](https://d3kchveacp7yrb.cloudfront.net/2023/04/Roles-Export-Import-004.png)
If importing as a New Role, then switch the radio button to New Role and give the New Role a name in the box provided and click OK.
![](https://d3kchveacp7yrb.cloudfront.net/2023/04/Roles-Export-Import-005.png)
Accept the Warning about overwriting any existing Role. The New Role will appear in the Roles and Permissions dropdown window ready to be edited.
![](https://d3kchveacp7yrb.cloudfront.net/2023/04/Roles-Export-Import-006.png)