How can I copy rules from one user to another? (Cin7 Core)

How can I copy rules from one user to another? (Cin7 Core)

ApprovalMax provides Organisation Administrators with the option to copy rules between Approvers within the same step and between different steps of the same approval workflow.

Here is how this can be done:
  1. In the main menu, select the Organisation in which you want to copy rules between users. Then go to Approval Workflows under Workflows And Settings:



  2. Select the approval workflow in which you want to copy rules:


  3. Select the step in which you want to copy rules and click on the matrix icon:

  4. In the matrix, click on the three-dot menu next to the user you want to copy rules from and select "Copy rule to user":


  5. In the pop-up, activate the checkboxes next to those columns and users you want to copy the rules to and specify the steps:




    You can add Approvers to the matrix from this window by clicking on the       icon. Type in the user's email address and then click on the  button.
Please note: if you have added a user in the second step but did not tick the checkbox next to this user to copy rules, the user will be added to the matrix without any restrictions.
  1. When all Approvers have been selected, click on the COPY RULE 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 Approval matrix.
Please note: Auto-approval rules cannot be copied.

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