How can I copy rules from one user to another? (Cin7 Core)
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.
- 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.
How can I copy rules from one user to another? (Xero)
ApprovalMax provides Organisation Administrators with the option to copy rules between Requesters, Approvers or Reviewers within the same step and matrix and as well different steps of the same approval workflow. Here is how this can be done : In the ...
Can I copy users between Organisations? (Xero)
ApprovalMax does not support a feature for copying users from one Organisation to another. However, as a workaround, you can use the copy workflow function and copy users with this. Then, just open the Users page under Workflows and Settings and ...
Can I copy the rules between Requesters/Approvers? (Xero)
Yes, ApprovalMax does support the copying of rules and restrictions from one workflow participant to another.
Can I bulk add users? (Cin7 Core)
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?
How can I copy rules from one user to another? (QuickBooks Online)
ApprovalMax provides Organisation Administrators with the option to copy rules between Requesters and Approvers within the multiple steps in the matrix. Here is how this can be done: In the main menu, select the Organisation in which you want to copy ...