How do I add the .xls export button to a page for an account role

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To make the export button visible in IMPOWR....

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  • Navigate to: System >Settings & Security>Account Roles.
  • Select the Account Role you wish to add this functionality to.
  • When the Account Role opens, click on 'Edit' in the Functional Rights box.
  • Expand 'General Access' by clicking on the orange arrow to the left of that title.
  • Locate the checkbox for 'General - Data Export', and check the box.
  • Save the Functional Privilege changes by clicking on the Save button.
  • Save the Account Role changes by clicking on the Save button.

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If someone was in this account role they will need to exit it and then go back into it for the changes to be effective.