Picture of Access Permissions Import Overview | Time-Saving Toolbox

Access Permissions Import Overview | Time-Saving Toolbox

Need to automate access permissions rule creation instead of adding each one manuallu? This tutorial shows you how to export your current scopes, targets, and rules to a pre-filled CSV template, add new rows for additional departments, products, or customers (leaving the ID column blank so the platform auto-assigns it), and then re-import the file to create large numbers of permissions in one go. It’s ideal when your permission matrix becomes too complex for manual entry, letting you save time while still maintaining granular control.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

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0:00 for those Those that have experience with setting up access permissions. Now, you might have found that it was quite a simple process.
0:16 Maybe you don't have that many commissions to control. Maybe it's not that complicated, the system you're looking to implement, which is fantastic.
0:24 And doing it manually in that respect can probably be the fastest way to do it. However, there are scenarios where this access permissions functionality and the requirements that you have can get very, very complicated.
0:37 You might have lots of different scopes, lots of different targets, and then create rules associated with those which are, they've got different weightings, and they apply to different categories into different individual products to different departments, the different individual customers.
0:55 and trying to figure out and create all of those manually can be somewhat of a laborious process potentially. So we've got the import capability in here as well which works very much in a similar way to what we saw with previous ones.
1:12 So scopes, targets, stock management, and rules as well, although we noticed that there's a small problem with this, we're soon to be rectified, all have this ability to export and reimport again.
1:26 And it's just a case of clicking on the relevant export button. That will give you a populated template of what you have there already.
1:35 You can add some new rows into there with the scope ID left blank because that'll be specified automatically. And then reimport it again.
1:44 And again, it's just giving you the ability to save a bit of time by mass creating these rather than doing it one at a time.

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Step by Step Guide

Setting Up Access Permissions Efficiently

 

1. Understanding Access Permissions 0:00

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  • Access permissions can be simple if you have few commissions to manage.

  • Manual setup may be the fastest method in uncomplicated scenarios.

 

2. Recognizing Complexity in Access Permissions 0:24

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  • Complex systems may involve multiple scopes, targets, and rules.

  • Different weightings and categories can complicate manual setup.

 

3. Utilizing Import Capability 1:12

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  • Import functionality allows for easier management of access permissions.

  • Similar to previous systems, it supports exporting and reimporting data.

 

4. Exporting Existing Permissions 1:26

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  • Click the relevant export button to download a populated template.

  • This template contains your existing permissions setup.

 

5. Modifying the Template 1:35

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  • Add new rows in the template as needed.

  • Leave the scope ID blank; it will be specified automatically upon reimport.

 

6. Reimporting the Modified Template 1:44

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  • Reimport the modified template to mass create permissions.

  • This method saves time compared to manual entry.

Link to Loom

https://loom.com/share/6dfc096133224d22b6f8d397b3f3b5cd

Alternate Search Terms

bulk upload permissions, mass create access rules, import permission settings, export access scopes, batch permission management, upload access control list, bulk permission template, re-import security rules, permissions CSV import, download scopes template