Export roles and features

You can copy roles and features between Sage 200 Professional deployments by exporting and importing roles, to help save time when you're setting up roles.

• First use Export Roles and Features to save all roles and features to a file.

• Next use Import Roles and Features to import roles and features from your saved file. See Import roles and features.

We also provide import files to help you set up a read-only user role. See Read-only user role.

Export roles and features to a file

Open: System Administration

1. Select Roles.

2. Right-click Roles and choose Export Roles and Features.

3. Select OK to confirm that you want to export the information.

4. Browse to where you want to save the XML file, enter a file name and select Save.