Standardized Permissions File

When an application doesn't have permission files that could be used to import data into Permission Assist, there are two file format options that may be used to pull in data: the Standard Directory Services Group File and the Standardized Permissions File.

The Standardized Permissions File is ideal when permissions within the application are not based on directory services group participation. If the user's permissions are determined by your directory services application (ex. Active Directory), we recommend using the Standard Directory Services Group File plugin.

The Standardized Permissions File can be imported in the following formats: xlsx, xls, csv

If you’d like a sample file to start the process, select a link below:

Column Name	Alternatively Accepted Column Names	Required/ Optional	Description
Email	E-mail Email Address	Optional	Contains the user's email address.
Active		Optional	Indicates whether the user's account is active or disabled. If this column is missing or if the cell is left blank, Permission Assist assumes the user's account is active. The following options are supported: True or False Y or N Yes or No 1 or 0
Locked		Optional	Indicates whether the user's account is active but locked. If this column is missing or if the cell is left blank, Permission Assist assumes the user's account is not locked. The following options are supported: True or False Y or N Yes or No 1 or 0
Name	Full Name	Optional	Contains the user's name. Typically, this is the user's full name, but could be entered in whatever format needed (first initial, last name; first name and last initial, etc.)
First Name		Optional	Contains the user's first name and last name when a full name (in the Name column) isn't provided.
Last Name		Optional
Username	User Name	Required	Contains the user's unique ID within the application.
Last Login	Login Date Last Login Last Login Date	Optional	Contains the date the last time the user logged into the application. The following formats may be used: M/d/yy MM/dd/yy M/d/yyyy MM/dd/yyyy 2019-12-31 14:43:35.863 (SQL)
Password Changed	Password Changed Date Password Changed On Last Password Change	Optional	Contains the date the last time the user's password was updated. The following formats may be used: M/d/yy MM/dd/yy M/d/yyyy MM/dd/yyyy 2019-12-31 14:43:35.863 (SQL)
Heading		Optional	Used to create headings for related Sections and/or sets of Permissions. Headings are displayed in dark grey (see picture below) within the Privileges tab. NOTE: The information entered in this column is case-sensitive. For example, if you have one heading called "Heading 1" and another heading called, "heading 1" they would both appear in Permission Assist as different headings.
Section	Role	Required only if the Permission column is absent; otherwise, Optional	Used to describe a set of defined privileges that the user has access to such as a role or template within the application. This column is required if a Permission column doesn't exist. NOTE: The information entered in this column is case-sensitive. For example, if you have one section listed as "Section A" and another as "section A" they would each show up as a separate section.
Permission	Privilege	Required only if the Section column is absent; otherwise, Optional	Defines the specific point of access/privilege the user has within the application. This column is required if a Section column doesn't exist. NOTE: The information entered in this column is case-sensitive. For example, if you have one permission listed as "Permission A" and another as "permission A" they would each show up as a separate permission.
Access	Authorized	Required	Indicates whether the user has access to the role/privilege. The data in this column can support flexibility in values, but officially only supports the values Y, N, and <blank>. Y: User has access to this role/privilege. N: User does not have access to this role/privilege RO: User has access to the role/privilege. The following picture shows how this privilege is displayed within Permission Assist. RW: User has access to the role/privilege. The following picture shows how this privilege is displayed within Permission Assist.
Job Title	Title	Optional	Contains the user's job title.
Account Expiration	Account Expires Account Expires On Account Expiration Date	Optional	Contains the date the user's account expires. The following formats may be used: M/d/yy MM/dd/yy M/d/yyyy MM/dd/yyyy 2019-12-31 14:43:35.863 (SQL)
Password Expiration	Password Expires Password Expires On Password Expiration Date	Optional	Contains the date the user's password expires. The following formats may be used: M/d/yy MM/dd/yy M/d/yyyy MM/dd/yyyy 2019-12-31 14:43:35.863 (SQL)
Account Created Date	Account Created Account Created On Account Created Date Created Date	Optional	Contains the date the account was created within the application. The following formats may be used: M/d/yy MM/dd/yy M/d/yyyy MM/dd/yyyy 2019-12-31 14:43:35.863 (SQL)
Updated On	Account Updated Last Updated Account Updated Date	Optional	Contains the date the last time the user's account was changed. The following formats may be used: M/d/yy MM/dd/yy M/d/yyyy MM/dd/yyyy 2019-12-31 14:43:35.863 (SQL)
Physical Token	Token Access Token	Optional	If the application uses a physical token for authentication, this column contains the token.
Description	User Description Comments	Optional	Contains an additional description of the user's account.
Permission Description	Privilege Description	Optional	Contains an additional description of the permission.