How can I use the Admin Center even more conveniently?

This article explains several useful features in the Admin Center that help make common administrative tasks easier.

Search in Tables

In the Tables section of the Admin Center, the Search function helps you quickly find specific table values:

Open the Search button at the top right of the Tables section.
Enter your search term and click Search.
A Search results panel appears next to the Tables view.
Double-click on an item to open its table and view the selected entry.

This allows rapid navigation to the exact table entry you need without scrolling through long lists.

Move or Copy Table Content

Large central tables can become difficult to manage. To reorganize your data — either by splitting large tables into smaller ones or consolidating multiple tables — use the Move/Copy Items feature.

Move items:

In Table types, select the type containing the source table.
Select the table from which you want to move items.
Click Move/Copy Items and choose Move Items.
Select the items to move and click Agree.
In the destination list, choose the target table and click Agree.
Confirm the action when prompted.

If the destination table isn’t linked to a project where the source table is linked, you may need to link it first in the Modeler.

Copy items:

The process is similar to moving, but choose Copy Items instead. Copied items remain in the original table, and references continue to point to the source table items.

Use Role Tables for Owner and Manager

Process owner and manager fields can use either user lists or values from centralized role tables:

In Tables, select the Roles table type.
Choose the role table you want to use for owner/manager fields.
Click Change availability table.
Check the boxes for Owner and/or Manager to link this role table.

After linking, the selected role table will be available when setting process owners or managers.

Import Data

The Admin Center allows importing data into table types and tables:

Import a table type with contents:

Go to Tables and click Import in the Table types box.
Select an EMTZ import file.
Click Open to import the type and its tables.

Import data into tables:

In Tables, select the target table type and table.
Click Import in the Tables box and select a CSV file.
Choose New Table to create a table from the file or Update to add data to an existing table.

If updating, you may be prompted about how to handle components that differ between the existing table and the import file.

Manage Users & Groups via Import or Sync

To add or update users and groups:

Import users:

In the Users & Groups section, click Import CSV.
Select a CSV file of users.
Enter initial passwords and language settings if prompted.
Click Ready to complete the import.

Synchronize users:

Click Sync with CSV in Users & Groups.
Select a CSV sync file.
Review and confirm changes.
New, updated, and removed users/groups are synchronized based on the file.

Export Data

Export options help transfer or backup table data and user lists.

Tables export:

In Tables, select a table type.
Click Export in Table types.
Choose a file format — EMTZ for Engage Process exchange or CSV for system integration.
Follow prompts to create the export file.

For EMTZ exports, you can select specific tables to include. Exported data files are saved via your browser’s download.

Users & Groups export:

Data from Users & Groups can be exported into Excel or CSV files to serve as backups or to transfer to another environment.