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. Configure a new Import Management module. (Global Admins must perform this step.)
2. 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.)
3. Add the Import Management module to your user profile. (Non-Global Admin users can perform this step.)

Step 1: Configure Import Management module

You need to be a Global Admin to perform this step.

To configure the Import Management module:

1. Go to System Admin  > Modules.
   The Modules list is displayed.
2. Click Add.
   The Module Details form opens.
3. Complete the form fields as specified:
   • Name: enter the recommended name Import Management 
   • Category: select Admin
   • Description: enter the recommended description View and manage import files
   • Target: select Main Window
   • Type: select NEXT
   • Url: enter /Next/Admin/ManageImport/Index
4. Click Save.

Step 2: Create a new role (optional) or use an existing role

Determine if you need to create a new role or use an existing role. You need to be a Global Admin to perform this step.

To create a new role or use an existing one:

1. Go to System Admin  > Security > Roles.
   The Security Roles list is displayed.
2. Perform one of the following:
   • To create a new role:
     1. Click Add.
        The New Security Role form opens.
     2. Complete the fields as specified:
        • Title: enter Can Manage Imports
        • Description: enter Users in this role can manage imports
     3. Click Apply.
     4. Go to Step 3.
   • To use an existing role:
     1. Select a role from the list.
     2. Open the role. 
3. In the Action Center, select Entities.
   The Security Role Entities list is displayed.
4. Click Add.
   The Add Role Entities dialog opens.
5. Select SYS_ImportManager and click Ok.
   You are returned to the Security Role Entities with the newly added Entity Name.
6. On the SYS_ImportManager row, select the Admin permission.
7. Click Close.
   You are returned to the opened role.
8. In the Action Center, select Users.
   The Security Role Users list is displayed.
9. Click Add.
   The Add Role Users form opens.
10. Select the applicable users and click Ok.
    The newly added users appear in the Security Role Users list.
11. Click Close.
    You are returned to the role form.
12. Click Cancel to close the form.

Step 3: Add the new module to your user profile

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

• To add a module to your user profile, see Adding Modules To Your Profile.