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Extracting CLM permissions in to excel or some other way around

Ricky Jay (281026) | asked Nov 07 '16, 2:20 a.m.
edited Nov 16 '16, 12:39 p.m. by Paul Slauenwhite (8.4k12)
Hi Experts,

We have a customized project area that contains many more attributes and customization in the roles and permissions.

Is there any utility that can be used to extract the permission list based on the roles in the Excel sheet.
This would help us a lot to provide the permission document to our client.


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permanent link
Cesar de Anda Sanabria (511) | answered Jul 03 '19, 5:44 p.m.

I'm not sure if I understand the question, but If you need the permissions by role. You can go to the Project Area and then click on "Export Process template" option (right corner at the top). That will generate a zip file. Into the content, you'll find a file named specification.txt which contains all the roles and permissions for each one.

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