Configuring import management for non-Global Admins

You can allow users to upload and run imports without giving them the Global Admin rights. The SYS_ImportManager entity provides access to manage imports through the Import Management module.

The steps to do this include:

1.

Add the SYS_ImportManager entity to an existing role or add a new role. Ensure the appropriate users are assigned to the role. (Global Admins must perform this step.)

2.

Add the Run Import module to your user profile. (Non-Global Admin users can perform this step.)

To create a new role:

1. Click Add.
   The New Security Role form opens.
   
2. Complete the fields as specified.

Title	Type Can Manage Imports.
Description	Type Users in this role can manage imports.

3. Click Apply.
4. Go to Step 3 in the "To use an existing role" procedure below to add security entities and complete steps 3 through 15.

To use an existing role:

1. Select and open a role from the list.

2. In the Action Center, select Entities.

   The Security Role Entities dashboard opens.

3. Click Add.

   The Add Role Entities dialog opens.

4. Select SYS_ImportManager and click Ok.

   You are returned to the Security Role Entities dashboard with the newly added Entity Name.

5. On the SYS_ImportManager row, select the appropriate security entity rights for the role assignment.

   Note: The Delete option is not applicable for SYS_ImportManager security entity configuration.

   View	View rights must be assigned to open the module and view the Manage Import window.   Note: Users with only View rights can also view any import files they may have previously added at a time when they were in a role with Add rights. However, without Add rights, they cannot add any new upload files or otherwise interact with their older upload files as the Run Import, Add, and Cancel Import buttons are hidden.
   View + Add	• Users can open the module and view the import files they upload on the Manage Import window. • Users can access the Run Import, Add, and Cancel Import buttons to run and manage imports.
   View + Add + Edit	• Users can open the module and view the import files they upload on the Manage Import window. • Users can access the Run Import, Add, and Cancel Import buttons to run and manage imports. • Users can double-click a row on the Manage Import window to view the Manage Import Details page where import error messages are recorded in the Log File and Log Data for the selected import.
   View + Add + Edit + Admin	• Users can open the module and view the uploaded import files of ALL employees on the Manage Import window. • Users can access the Run Import, Add, and Cancel Import buttons to run and manage imports. • Users can double-click a row on the Manage Import window to view the Manage Import Details page where import error messages are recorded in the Log File and Log Data for the selected import.

6. Click Close on the Security Role Entities dashboard.
   You are returned to the opened role.

7. In the Action Center, select Users.
   The Security Role Users dashboard opens.

8. Click Add.
   The Add Role Users form opens.

9. Select the applicable users and click Ok.
   The newly added users appear in the Security Role Users list.

10. Click Close.
    You are returned to the role form.

11. To close the form, click Cancel.

Step 2: Add the new module to your user profile

Now that the Run Import module is available and the new security entities have been added to a role, users assigned to the new role can add the new Run Import module to their user profile.