Creating Functional Roles

Create functional roles using the Import function in Bulk Actions in the Manage section of the navigation bar.

Before you begin, verify that you have an AssignmentRoles.CSV file functional roles data that you can upload for creating multiple functional roles. For information on AssignmentRoles.CSV file and Bulk Actions, see Importing Data to the System.
  1. Navigate to Bulk Imports in the navigation bar and select the Assignment Roles radio button under the Import section.
  2. Click the Browse button to browse your computer and upload or drag-and-drop your AssignmentRoles.CSV file.
    System validates the imported CSV file contents and displays Validation Results with information on the data processed. For example, for the AssignmentRoles-sa.CSV file, the system might display the number of rows processed and the information on Beds formatted properly for the import action.

  3. Click Done to exit out of the Validation Results dialog box.