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 main menu, select the Organisation in which you want to copy rules between users. Then go to "Approval workflows" under "Workflows and settings":
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 then click on "Copy rule to user":
In the pop-up, 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 the "ADD A USER" button.
Please 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.
When all users are 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 Requester/Approver/Reviewer matrix.
Please note: if you replicate/add Reviewers, these users must be added as Approvers in the first step as well.
Please note: Auto-approval rules cannot be copied.
Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?
Unfortunately, it's not possible to use a group of Xero Contacts. However, you can select specific Contacts that each Requester/Approver will be able to use. This is how it works: Open the Requester/Approval matrix and select the option "Contact that ...
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.
Roles in ApprovalMax (Xero)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
How can I copy workflow settings to another Organisation? (Xero)
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 ...
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 ...