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Note
  • Only Admin user can import origin user roles to i21 company.
  • Make sure Origin Integration is enabled on Company Configuration.

 

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager menu 
  3. Open Imports and Conversions menu under Utilities group
  4. On Imports and Conversions screen, click Import Origin User Roles button to open Import User Roles screen
    Image Added
  5. Select a role from the list then click Import toolbar button
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  6. Click Yes button on confirmation message
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    This message will show when importing is successful
    Image Added
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 (info) If Origin Integration is disabled on Company Configuration, this message will appear:

Image Added

 

Expand
title17.x
  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder
  3. Click Origin Conversions menu to open
  4. On Origin Conversions screen, click Import Origin User Roles button to open Import User Roles screen
    Image Added
  5. Select a role from the list then click Import toolbar button
    Image Added
  6. Click Yes button on confirmation message
    Image Added
    This message will show when importing is successful
    Image Added
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 (info) If Origin Integration is disabled on Company Configuration, this message will appear:

Image Added

Expand
title16.1 & 15.4
  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder
  3. Click Origin Conversions menu to open
  4. On Origin Conversions screen, click Import Origin User Roles button to open Import User Roles screen
    Image Added
  5. Select a role from the list then click Import toolbar button
    Image Added
  6. Click Yes button on confirmation message
    Image Added
    This message will show when importing is successful
    Image Added
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 (info) If Origin Integration is disabled on Company Configuration, this message will appear:

Image Added

Expand
title15.3
  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder
  3. Select and open Origin Conversions menu
    Image Modified

...

  1. Click Import Origin User Roles

...

  1.  button. Import User Roles

...

  1.  screen will appear.
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  2. Select a role from the list then

...

  1. click Import

...

  1.  toolbar button
    Image Modified

...

  1. Click Yes

...

  1.  button on confirmation message
    Image Modified
    This message will show when importing is successful
    Image Modified
  2. To confirm role has been imported, go to System Manager

...

  1. > User Roles. Imported Origin user role record should be in the list.