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Import a Process from the Global Library

You can import processes from the global process library as a user.

James Ross avatar
Written by James Ross
Updated over 3 weeks ago

For users that have the create a process permission enabled, they can import a process from the global library. The company must have the global process library permission enabled for users to view the global process library.

Quick Steps

  1. Open the process from the global process library

  2. Click on the Import this process button

  3. Select the group where you want to save the process to

  4. Click Import

All roles, responsibilities, service roles and role families with their underlying roles will be imported to the company.

As an Administrator, you have the option to bulk import processes from the Library.

Quick Steps

  1. Select the processes you want in the process library

  2. Click on the Bulk Import button

  3. Select the group you want the processes saved to

  4. Click Import

See also

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