How to Import a Benchmark from One Account to Another

Product Version: 6.5.0.0

Overview

This guide provides step-by-step instructions to import a benchmark from one account to another within the Compliance Management module. This functionality allows administrators to efficiently reuse and standardize benchmark configurations across different accounts.

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 corner of the Benchmarks section.
  

4. Fill in the Import Details

Provide the required details in the Import dialog box:

• Source Organization – Select the organization from which the benchmark will be imported.

• Source Account – Choose the account containing the benchmark.

• Source Profile – Select the specific benchmark profile you want to import.

• Target Accounts – Specify the organization, account, and group details where the benchmark should be imported.
  

5. Import the Benchmark

• Click on the Import button to start the process.

• A pop-up confirmation message will appear once the import is successful.

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 before initiating the import.

• If the import process fails, review the error message displayed on-screen for troubleshooting.

Summary

By following the above steps, administrators can seamlessly transfer benchmarks between accounts in the Compliance Management module, ensuring consistency and reducing duplication efforts.