How to Import a Benchmark from One Account to Another

Overview:

This guide explains how to import a benchmark from one account to another within the Compliance Management module.

Steps to Import a Benchmark

1. Access Compliance Management
   • Navigate to the Compliance Management module from the main dashboard.

2. Open the Benchmarks Section
   • Click on the Benchmarks icon within the Compliance Management module.

3. Initiate the Import Process
   • Click on the Import button located at the top right of the Benchmarks section.

4. Fill in the Import Details
   • Source Organization: Select the organization from where the benchmark will be imported.
   • Source Account: Choose the account containing the desired benchmark.
   • Source Profile: Select the specific benchmark profile you want to import.
   • Target Accounts: Specify the organization, account, and group details to which the benchmark should be imported.

5. Import the Benchmark
   • Click on the Import button to initiate the import process.
   • A pop-up message will confirm successful import on the same page.
6. Verify the Import
   • After successful import, the new benchmark will appear in the Benchmarks List.

Important Notes:

• Ensure you have proper access rights to both the source and target accounts.
• If the process fails, review the error message for troubleshooting.

By following these steps, you can seamlessly transfer benchmarks between accounts.