Hi, Is there a way to update role permissions via CSV import? I couldn’t find a relevant import type. I want to remove SAML Single Sign-on from all the custom roles. Please let me know if it is possible. Thanks inadvance.
l
Luis
03/14/2024, 10:27 AM
No CSV import out of the box. But you can do it using the Mass Update feature. Lists > Mass Updates, select Add/Edit Permission on Roles. You can't remove it but you can set it to None so practically the same.
n
NS User
03/14/2024, 10:28 AM
Yes, I already used mass update functionality to do it. Thank you.
NS User
03/14/2024, 10:58 AM
@Luis - I am trying to enable the drag and drop option on the vendor record. I created a destination folder in the file cabinet but I am not able to enter the folder name on the record type. Do you know why it is not working?
l
Luis
03/14/2024, 10:59 AM
I think when you click that field a pop-up window will appear showing the file cabinet where you can select the folder.
n
NS User
03/14/2024, 12:06 PM
It didn’t pop up a window. Nothing was processing.