Role Based Access Control (RBAC) has its own backup layer.

Navigate to:

My Business → Settings → Permissions (RBAC)

Under:

Export / Import RBAC Policy

📤 Export Policy

Click:

Export Policy

This downloads a JSON file containing:

• All current RBAC minimum-role settings
• Access policy configuration
• Permission hierarchy values

This does NOT include:

• Documents
• Customers
• Financial data

It is permissions only.

📥 Import Policy

Upload a previously exported JSON file and click:

Import Policy

This instantly replaces your current RBAC configuration.

Use cases:

• Testing new permission setups safely
• Restoring a previous configuration
• Applying a preset policy
• Sharing configuration with a developer

🧪 Why RBAC Backup Is Powerful

You can:

• Experiment with permissions
• Test restrictive setups
• Simulate team structures
• Revert instantly if needed

This prevents permanent loss of a working permission model.

🧩 Developer Presets & Advanced Use

RBAC policies are JSON-based.

This allows:

• Developers to provide pre-configured policy templates
• Standardised role models across multiple sites
• Rapid deployment in agency environments

For example:

• “Small Team Policy”
• “Finance Controlled Policy”
• “Strict Audit Policy”

These can be imported instantly.

🔎 Blocked User Access

Due to the sensitive nature of blocked user access, and the risk of migration between sites where different users exist, at present, blocked user(s) are not exported as part of your RBAC-only backup. They are however safe and secured in the main business backup.

🧠 Best Practices

✔ Take a Master Backup before major updates
✔ Export RBAC policy before experimenting
✔ Keep backup files securely stored
✔ Test restore on staging when possible
✔ Do not edit backup files manually

🎯 When to Use Each Backup Type

🛡 Key Principle

Master Backup protects your business data.

RBAC Policy Backup protects your governance structure.

Both are essential for a serious business system.