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  1. Download the role file attached in the Sample Roles section below

  2. Edit the XML files

    1. copy one set of permissions at a time

    2. do a search replace for the dynamic  'Logisense Corporation' owner and replace it with the Owner name you wish to import the roles under

    3. update the Role names if needed in the XML file (these can be updated after importing as well)

    4. save this as a new .xml file with the appropriate role name

    5. import using the migrator tool residing on the webserver as documented here: Data Migration Utility

Sample Roles

Role_Office_Manager

View file
nameRole_Office_Manager.xml

Role_Customer_Service_Rep

View file
nameRole_Customer_Service_Rep.xml

Role_Network_Operations

View file
nameRole_Network_Operations.xml

Role_Technical_Support_Manager

View file
nameRole_Technical_Support_Manager.xml

Role_Technical_Support

View file
nameRole_Technical_Support.xml

Role_Agent

View file
nameRole_Agent.xml

Role_Payment_Center_Rep

View file
nameRole_Payment_Center_Rep.xml

Role_ReadOnly

View file
nameRole_ReadOnly.xml