Import Export Functionality for Roles

Hello Technical Team , 

As of the current version of SugarCRM, there isn’t a built-in UI feature to migrate roles between two instances. However, it is possible to do this manually.

To migrate a role, you’ll need to perform these action directly in the Database: 

1. Export the row for your role from the acl_roles table.

2. Export the related rows from the acl_roles_actions table, where role_id = 'yourRoleId'.

3. If the role has field-specific permissions, don’t forget to also export the relevant rows from the acl_fields table, again using your role_id.

That should give you everything you need to transfer the role, its actions, and any field-level permissions.

The good news? In version 25, this process will get a lot easier!

The new Package Builder and Deployer will allow you to export roles as a package and then import them into another instance—no manual database work required.

Hope this helps! Let me know if you have any questions.

Cheers,

André

Hello Technical Team , 

As of the current version of SugarCRM, there isn’t a built-in UI feature to migrate roles between two instances. However, it is possible to do this manually.

To migrate a role, you’ll need to perform these action directly in the Database: 

1. Export the row for your role from the acl_roles table.

2. Export the related rows from the acl_roles_actions table, where role_id = 'yourRoleId'.

3. If the role has field-specific permissions, don’t forget to also export the relevant rows from the acl_fields table, again using your role_id.

That should give you everything you need to transfer the role, its actions, and any field-level permissions.

The good news? In version 25, this process will get a lot easier!

The new Package Builder and Deployer will allow you to export roles as a package and then import them into another instance—no manual database work required.

Hope this helps! Let me know if you have any questions.

Cheers,

André