Copy rules from one user to another

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

ApprovalMax provides Organisation Administrators with the option to copy rules between Approvers within the same step in the matrix and as well 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" page under "Workflows and Settings" section.
    Select the approval workflow in which you want to copy rules:
  2. Select the step in which you want to copy rules and click on the matrix icon:

  3. In the matrix, click on the three-dot icon next to the user you want to copy rules from and then click on "Copy rule to User":

  4. 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 steps:


    You can add users to the matrix from this window by clicking on the icon. Type in a user's email address and then click on ADD A USER:


NotesPlease note: if you have 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.

  1. When all users are selected, click on the COPY button. The rules from the previously specified user will now be replicated to all selected:

NotesPlease note: the copied rules will overwrite the existing rules in the Approver matrix.

    • Related Articles

    • How to copy rules from one user to another

      Organisation Administrators can copy rules between users in the following matrices: Requester matrix – for copying rules between Requesters Approval matrix – for copying rules between Approvers Review and coding matrix – for copying rules between ...
    • How can I copy rules from one user to another? (Xero)

      Organisation Administrators can copy rules between Requesters, Approvers (Editors) or Reviewers within the same step and matrix as well as between different steps of the same approval workflow. This is how it works: In the main menu, find the ...
    • Can I copy rules between Approvers? (NetSuite)

      Yes, ApprovalMax does support the copying of rules and restrictions from one workflow participant to another.
    • How can I copy workflow settings to another Organisation? (NetSuite)

      ApprovalMax supports a tool for copying a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the workflow ...
    • How to copy workflow settings to another Organisation

      ApprovalMax supports a tool that allows to copy a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the ...