Required Permissions for CSV Imports

To import CSV data, your role needs the Import CSV File permission. An administrator can assign the permission to a role.

To assign the Import CSV File permission to a role:

  1. Go to Setup > Users/Roles > User Management > Manage Roles.

  2. Find the role you want to change. Click the Edit or Customize.

  3. On the Permissions subtab, click Setup.

  4. In the Permissions dropdown list, select Import CSV File.

  5. Click Add.

  6. Click Save.

To learn how to view the permissions assigned to a role, see Reviewing Permissions Assigned to Roles.

Related Topics

General Notices