Organisation Administrators in ApprovalMax can copy rules between Approvers within the same step in the matrix, and between different steps of the same approval workflow.
This is how you copy rules between users
In the main menu, go to the Organisation in which you want to copy rules between users. Then open Approval workflows under Workflows and settings and select the approval workflow in which you want to copy rules:
Select the step in which you want to copy rules and click on the Matrix icon:
In the matrix, click on the Three-dot icon next to the user you want to copy rules from and select "Copy rule to user":
In the pop-up, tick the checkboxes next to the fields you want to copy and click on NEXT:
Then, tick the checkboxes next to those users you want to copy the rules to and specify the steps:
You can add users to the matrix from this window by clicking on the
icon. Type in a user's email address and click on ADD A USER:
Please note: If you added a user in the Select Users to Copy Rule window but did not tick the checkbox next to this user to copy rules, the user will be added to the matrix without any restrictions.
4. When all users are selected, click on the COPY button. The rules from the previously
specified user will now be replicated to all selected:
Please note: The copied rules will overwrite the existing rules in the Approver matrix.