Guide/CSV Export

Enable CSV Export for exporting data

In order to enable CSV export for the convention master software, you must manually create a specific permission, then create a group or apply that permission to a group. To do this, follow the following directions.

Creating Special Permission

1. Log into the convention master software using your SYSTEM user.
2. Click "Admin - Install"
3. Click "Edit Permissions"
   • This screen will contain a list of all the permissions in the system.
   • At the bottom enter a new permission id of "EXPORT_DATA" with any title you wish to give it
   • Click "Create"
4. Edit Permission Screen
   • You can give the permission a proper description to explain that it is a csv export permission.
   • Give your permission a description.
   • Leave "User defined permission" as "Permission is a System Permission"
   • Click "SAVE"
5. Your permission is now created, we must now create a export data group to apply this permission to.

Making a Group and Adding Permission

1. Log into the convention master software using your SYSTEM user.
2. Click "Admin - Install"
3. Click "Edit Groups"
   • At the bottom of the list you will see a New button.
   • Click "New" to create a new group
   • Enter a new group name
   • Enter a new group description
   • Find your "Export_data" permission in the list of pulldowns and set the setting to "Y"
   • Click Save
   • Your permission and group is created, now any login you set to be a member of this group will be able to use the CSV export tool.