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Rule sets list

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This page displays a list of all rule sets that you are authorized to edit. You can view and edit existing rule sets and create new rule sets. A rule set is a group of approval rules that is valid for a specific company. There is also a standard, global rule set that can be used by all companies.

You can search for specific entries in the list (see Searching for information) and change the way the list is displayed (see Working with lists).

The following information is displayed:

Column

Description

Details

displays details of the rule set. Click this icon to change the name of the rule set or to assign a different company to the rule set

Name

Name of the rule set. Click the name to view and edit the individual rules that make up the rule set.

Company

Name of the company to which the rule set applies

See also

Defining approval rules and roles

Creating and editing users