You must have administrator privileges to update user settings. If you don’t have access, please contact your company’s Super Admin.
What is a Custom Rule?
A Custom Rule, is a limit or boundary that is put in place to put a check in place before an action takes place. Within the example below you will be shown how to create a custom rule around payments.
1) Log onto your account, which will take you to the dashboard;
2) From the dashboard please go into ‘Settings’ from the menu on the left hand side, from this dropdown go to Custom Rules;
3) From here you will select ‘Create Rule’ on the top right. This will then open up a pop out for you to populate;
4) You will need to populate this rule; Name, Scope -Which you select from the dropdown, and the conditions of the rule.
