How do I grant users permission to export or import to/from Excel

Owned by Stratawise Support
Oct 26, 2018
1 min read

Procedure

  1. Go to the Modules tab and click on the module you want to change permissions for. 
  2. Click on the Permissions tab within this module. 
  3. Locate the Can Export Data or Can Import Data permissions in the list. 
  4. Click on the Pencil icon to the right of the permission you want to grant. 
  5. Check the boxes next to all the Roles you want to give permission to and then select Ok.
  6. Have the user that you were granting permission to refresh the page and dropdown the View menu to ensure the Import or Export option now shows. 


Reminder to add the user to the Role.

Keep in mind that the user that will import or export must be in one of the roles listed in the Can Export Data or Can Import Data role, respectively.