Export role definition to file

You may want to export a role from your system, for example if you are transferring roles between systems or backing up custom roles. If you choose to reset a role then you will be able to upload a preset, so it is a good idea to export a role definition before making changes, especially if you are changing a default role.

1. Go to Quick-access menu > Permissions > Define roles.
2. Click on the role name you wish to export.
3. Click Export.

An XML file containing the definition of the role is downloaded to your computer.

The definition file includes the following data:

• Role name and description
• Allowed context levels
• Allowed settings for role assignments, overrides, and role switching
• List of permissions at the system level

Next steps

• Import role definition from file
• Reset existing role to definition
• Edit a role