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Giving Access to the Import and Export Tools

How to get and grant access to the import and export tools

Updated this week

The import and export tools allows you to transfer information between Method and a spreadsheet. To find out more, please see our article What is the Import / Export tool?

In order to access the import and export tools:

  • User must be an administrator on the Method account.

This article will show you how to grant those permissions. You, of course, will need to be an administrator before granting these permissions.


Give Administrator Permissions

  1. In the upper right corner, click the profile icon and then Account Settings.

  2. Click Users for to get into the User Settings.ย 

  3. Select the user who needs import or export permissions.

  4. Select the Access permissions tab.

  5. In the first section, Permission level, choose the Admin role from the dropdown.

  6. Scroll down and click Save all changes to save your changes.

This user now has admin access, which means they will be able to see the Integrations option in their Preferences menu.

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