Give a Security Role Export Administrator Access

You should have at least one export administrator for the Exports utility and the Integrations Manager utility.

For more information about the abilities of an export administrator versus a non-export administrator, see Role Security for the Exports and Integrations Manager Utilities.

To give export administrator access to a security role:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. On the Roles form, select a role.
  3. On the Overview tab of the Roles form, in the access-to-menu-items list, navigate to and select the following menu items to give access to those menu items:
    • Utilities > Imports & Exports > Exports
    • Utilities > Integrations > Integrations Manager
    • The hubs that are related to the data export definitions that you are giving the administrator access to, such as the Employees, Projects, Firms, and Contacts hubs.
  4. Click the Access Rights tab.
  5. In the Functional Area field on the tab, select Data Export Definitions.
  6. Click the Export Administrator check box.

    The following check boxes are automatically selected on the Access Rights tab, which gives the role access to all the data export definitions and all the data packs:

    • Full Access to All Data Export Definitions check box (You see this check box when you select Data Export Definitions in the Functional Area field.)
    • Full Access to All Data Packs check box (You see this check box when you select Data Packs in the Functional Area field.)