People Roles Import

People Roles can be imported into Xurrent using UTF-8 or UTF-16LE encoded comma-separated values (CSV) or tab-separated values (TSV) files.

Roles can be related to a Person record to provide this Person certain access rights within the Xurrent service.

To link roles to a specific Person, the primary email address should be provided in the Person column.

Detailed information about the data that can be specified in the columns of a People Roles import file can be found in People - Permissions API - Fields.

CSV Example

Person,Role Account,Specialist,Service Desk Analyst,Service Desk Manager,Problem Manager,Workflow Manager,Release Manager,Project Manager,Service Level Manager,Configuration Manager,Auditor,Account Administrator,Key Contact
chess.cole@widget.com,example,1,0,0,0,0,0,0,1,0,0,1,0
ed.turner@widget.com,example,0,0,0,0,0,0,0,0,0,1,0,0
tom.peterson@widget.com,example,1,0,0,1,1,0,0,0,1,0,0,0

download CSV

Updating Existing Roles

If one or more roles are defined for a Person in the import file, all roles for that Person specified during previous imports are overwritten.