How to: Export Authorization Matrices to Excel

With the Authorization box you are able to export the Organization Structure to Excel. Later on (after modifications) it is possible to import this in the same environment or another (new) environment. You can do this in Authorization Framework > Organization Chart. Here you find a overview of all created Organization Charts.

Export Structure: Export to Excel results in a file with two sheets:

• PermissionSets: with all the PermissionSets in the database and the Organization Roles from the Organization Chart. In this sheet you are able to make modifications in the cells and import these changes later on.
• Users: with all the Users in the database and the Organization Roles from the Organization Chart. In this sheet you can assign Users to Organization Roles or revoke Organization Roles.

Import Permission Sets per Organization Role: Import from Excel sheet PermissionSets. Select the right file and click on Import. Permission Sets will be assigned or withdrawn from Organization Roles. Depending on the settings (Number of approvers authorization request on the Organization Role) the system will process the new authorizations or creates new Authorization Requests for this.

Import Users per Organization Role: Import from Excel sheet Users. Select the right file and click on Import. Organization Roles will be assigned and or withdrawn from Users. Depending on the settings (Number of approvers) authorization request on Organization Role) the system will process the new authorizations or creates new Authorization Requests for this.