How to copy role permissions from one role to other?

Is there any way to export all permissions for a specific role and import to other role?

select custom docperm in data export

1 Like

It works. Thank you. To be precise.

Go to Data Export (Search in Search bar)

Select Custom DocPerm

Add filter Role Equals to Select the Role you want to copy permissions.

Check all permissions and click on Export.

In downloaded sheet change Role to your desired role

Now, go to New Data Import

Select Custom DocPerm and import the changed excel.

This way you can copy permissions from one role to other.

I tried importing in attached format. Permissions are not getting imported. I am not seeing any import error either. Am I doing something wrong?

did you create the role “Regional HR”?

Yes, I did

share ss for import document

check previous replies

The Data Import record, not the data export

That is data import record only. If you can provide any sample, how it should look like, please provide screenshot


something like this

Kindly check below screenshot

try start import and see if there are any import errors

That is what I told earlier, no import errors and no success or failure message.

click start import, and then refresh

man, I did that multiple times. Please read carefully.

check console for any errors

no errors. no log either

try removing ID column in excel

If the data in the ID column belongs to the HR Manager role and not to Regional HR, delete that column and re-import the file.