Sync settings to sub-administrations

Copy selected settings from your main administration to one or more sub-administrations.

Use sync when you want the same setup in several administrations.

This helps you keep important settings aligned.

What sync is for

Sync is useful for things like:

• forms
• workflows
• templates
• other shared settings

What sync does not change

Sync does not copy your daily data.

That means customers, work orders, and invoices stay separate.

1

Open Administrations

Go to Settings → Administrations.

2

Start the sync

Open the actions menu for the main administration.

Choose Sync to sub-administrations.

3

Choose the target administrations

Select the sub-administrations that should receive the update.

4

Choose what to sync

Select the settings you want to copy.

5

Start the sync

Confirm the action and wait for it to finish.

Frequently asked questions

Can I sync only a few administrations?

Yes.

Choose the administrations you want to update.

Can I sync only some settings?

Yes.

You choose what to include.

Will sync change customer or work order data?

No.

Sync is for settings and setup only.

Related topics

• Sub-administrations
• What you can sync to sub-administrations
• Create a sub-administration