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SBELL_Conti5-Regular Member
5-Regular Member
May 19, 2021
Question

Export employee privileges from Account Management

  • May 19, 2021
  • 2 replies
  • 9188 views

I need the ability to export an Excel based view that can be easily filtered based on the users permissions from PTC account management.

Current methods allow you to export with a comma separated field but this cannot be split easily. 

Example:  

ptccswebaccess
PtcCsMaintVerified, PtcCsPrivSftUpdAccess, PtcCsPrivSftUpdAddress, PtcCsPrivLogCalls, PtcCsPrivLmLicensing, PtcCsPrivLmReporting
PtcCsMaintVerified, PtcCsPrivSftUpdAccess, PtcCsPrivSftUpdAddress, PtcCsPrivLogCalls, PtcCsPrivLmLicensing, PtcCsPrivLmReporting
PtcCsMaintVerified, PtcCsPrivSftUpdAccess, PtcCsPrivSftUpdAddress, PtcCsPrivLogCalls, PtcCsPrivLmLicensing, PtcCsPrivLmReporting
PtcCsMaintVerified, PtcCsPrivSftUpdAccess, PtcCsPrivSftUpdAddress, PtcCsPrivLogCalls, PtcCsPrivLmLicensing, PtcCsPrivLmReporting
PtcCsMaintVerified, PtcCsPrivLogCalls

 

We need an export similar to the "Manage Employee Privileges" .   See view attached.

https://support.ptc.com/appserver/common/account/secure/wamMultiEdit.jsp

    2 replies

    P
    PeterCaseCommunity Manager
    Community Manager
    May 19, 2021

    Hi @SBELL_Conti, 

    Not quite as clean as an export option, but the table in the WAMMultiEdit page is copy-pasteable into Excel, resulting in something like this: 

    PeterCase_0-1621454684042.png

     

    I needed to change the background colour of the top row to make the white text appear visible, but as the table isn't paginated you should be able to bring over all your user / permission set data. 

     

    We'll soon start to modernize identity management systems and associated tools at PTC, and improvement of Online Supervisor capabilities is one of the line items. I'll add an improved / more readable permissions export to that list.    

     

    Best regards, 

    Peter.

      S
      SBELL_Conti5-Regular MemberAuthor
      5-Regular Member
      May 19, 2021

      I have attempted the copy/paste option from the website to XLS but with >5000 users the amount of repair and confirmation was to much to handle.  I am hoping the modernization you propose will fix the problem for me.  Any idea of a timeline?

      P
      PeterCaseCommunity Manager
      Community Manager
      May 20, 2021

      Hi @SBELL_Conti 

      We don't have a current timeline for these improvements, as they are closely tied to a longer term strategy for identity management at PTC.
      To keep things brief, we're unifying and modernizing our identity provider systems to support more than just website access, as we introduce more SaaS / Cloud-based products, and associated services.
      While this brings complexity, we want to make this manageable for our accounts - possibly with role-based access.

       

      I'll respond privately with an export of your current users and permissions, as I fully sympathise with your point about how cumbersome a copy-paste is with such a large number of users.

       

      Thanks, 

      Peter.

        Y
        yiyiyang5-Regular Member
        5-Regular Member
        August 11, 2021

        Hi Sbell,

         

        I'm a UX designer with PTC, and working on improving the account management features - could you elaborate on what you would use an export of this data for?

         

        Kind regards,

        YDY

        S
        SBELL_Conti5-Regular MemberAuthor
        5-Regular Member
        August 11, 2021

        Hello,

        I think you have the list from those that also responded.  I would only add if import also becomes available then all account control would be managed via XLS.  Filter to what you want to accomplish, apply the change and import back.  

        Scott

        Y
        yiyiyang5-Regular Member
        5-Regular Member
        August 11, 2021

        Hi Scott,

        Thanks for the response.

        I believe you're the first to mention account control - what is the use case in which you would be doing account control via XLS? (I know the current Account Management page/table is limiting, but I would like to hear from you, the actual users, about the use case you're actually experiencing.)

        Kind regards,

        YDY

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