How to Export and Import Organizational Roles, Functional Roles, and User Mappings Between Sandboxes
I have already created Organizational Roles and Functional Roles, and mapped them to multiple users.
Now I need to move this configuration to another sandbox environment.
My questions are:
- Is there a way to export Org Roles, Func Roles, and user mappings (include password, org role, and functional role together?
- Can the user–role mappings be directly imported into another sandbox, or do they need to be reconfigured manually?
I would appreciate any insights or best practices from anyone who has done this before. Thank you.
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Hello,
The transfer of organizational structure settings and access rights from one stand to another can be implemented using SQL scripts. To do this on the reference environment, you need to generate insert queries based on records from the following tables:
- SysAdminUnit (Administration object: users and roles)
- SysUserInRole (Direct user entries in roles)
- SysFuncRoleInOrgRole (Entry of a functional role into an organizational role)
- SysAdminOperation (System operations, if required)
- SysAdminOperationGrantee (Access to system operations, if required)
- SysEntitySchemaOperationRight (Access to objects)
- SysEntitySchemaRecordDefRight (Access to default records)
- SysEntitySchemaColumnRight (Access to object columns)
- SysAdminUnitGrantedRight (Delegation)
- SysWorkplace - (User Workplace)
- SysAdminUnitInWorkplace - (Users in Workplace)
- SysModuleInWorkplace - (Partition in Workplace)
You can use Microsoft SQL Server Database Publishing Wizard and similar tools to generate queries. The resulting SQL script must be attached to the package: "SQL script" type schema | Creatio Academy