Bulk Import Approval Limits

Administrators can use the Import Records tool to bulk update multiple Approval Limits at once. This tool allows administrators to set individual limits by user, rather than creating a general limit and assigning it in bulk for an entire role/ department. 

Certify recommends pasting the column headers for the below tools into your preferred spreadsheet software, and then copying that data over into the text boxes provided.

1. From your Certify homepage, navigate to the System Configuration screen by clicking the gear icon in the top right corner. 

2. In the Certify Tools section, select Import Records.

3. Select Approval Limits from the drop-down menu.

4. Click Next to start importing the necessary records.

5. To bulk update Approval Limits, paste the Approver’s Email Address, preferred Currency, and their new Approval Limit.

6. To make changes to current active users with an approval limit click the Populate button. Those with active approval limits will appear in the text box provided. 

For more information about approval limits in Certify, refer to this Help Center Article. 

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