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Take a backup of the Enterprise ERP Database or export the Roles/Users of the target environment before attempting the steps below!

Export Roles

• The Export Role Data program allows you to export role-based security control records from a database. Using the Import Role Data program, you can import the control records into another database.
  
  1. Browse to Munis > System Administration > Security > Export Role Data
  2. Select Define
  3. Enter the needed Export Directory file path
  4. Choose Export Type
     1. All (export all role permission types)
     2. Custom (enable custom export options for roles and users at bottom of the screen)
  5. Accept
  6. Export

SaaS hosted sites, please reach out to the TSM SaaS team to assist with moving the files to the correct import directory before proceeding to the next step

Import Roles

• The Import Role Data program imports role-based security control records into one database after you have exported them from another database using the Export Role Data program.  
  1. Browse to Munis > System Administration > Security > Import Role Data
  2. Define
  3. Enter the full file path for the import directory
  4. Complete the remaining fields according to the import requirements. Refer to the help screen's Field Descriptions table for details.
  5. Accept
  6. Import
     
     1. When the import is complete, the program displays a confirmation message.