What you can sync to sub-administrations

Review the settings and setup items you can copy to sub-administrations.

When you sync to sub-administrations, you choose which setup items to copy.

This lets you keep the right parts consistent.

Common items you can sync

You can usually sync items such as:

• forms
• workflows
• work types and statuses
• custom fields
• templates
• dashboards and reports
• invoice and quotation settings
• email and PDF settings

When to sync these items

Sync these items when you want:

• the same setup in each administration
• a faster rollout for new administrations
• fewer manual changes afterward

Good practice

Sync related items together.

For example, keep workflows, work types, and forms aligned.

Frequently asked questions

Do I need to sync everything at once?

No.

You can sync only the items you need.

Should I sync related settings together?

Yes.

That helps keep the setup consistent.

Can I leave some items different per administration?

Yes.

Only sync the parts you want to standardize.

Related topics

• Sub-administrations
• Sync settings to sub-administrations
• Power-Ups