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User Roles Guide

Complexity

Intermediate

EMS Compatible

(tick)

iMIS 2017 Compatible

(tick)

Actions

Insert, Insert with Matching, Update, Update, Insert & Update

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Overview

This article shares details on how to work with user roles data.

Mapping

Required Fields

  • iMIS ID - The ID of the user who having their user roles changed. Use the Contact Details Source to match on the iMIS ID.

Field Values

A role that maps to a TRUE value will get added to the user while a role that maps to a FALSE value will get removed from the user. Any roles that do not get mapped will not be affected.

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The User Roles source will list out all available roles for the connected iMIS instance – roles and their descriptions can be found in iMIS under Community > Security > Roles

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Sample Spreadsheet for Updating User Roles

Sample Mapping for User Roles




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