Page Comparison

Image Modified

.
Image Modified

If your business needs require adding new levels to the existing MLI hierarchy, you can set up additional MLI levels. Read more in Configuring MLI Levels. Use MLI templates to upload multiple levels in batch.

1. In the MLI Levels section of the MLI Configuration page, click the level you want to rename in the list of existing MLI levels. The MLI Level page appears.
   Image Modified
   

2. In the upper-left corner, enter a new name for the MLI level.
   Image Modified
   

   Note
   When renaming an MLI level, make sure each level has a unique name. Once you apply this change, the new level name is automatically updated in the associated MLI rule set.

   
   

3. (Optional) Depending on your business needs, either select or clear the Can Change Category and Can Change Code checkboxes to the right of the MLI Level name. Find out more which permissions these checkboxes control.
4. Click Save. The new MLI level name appears, and a message pops up asking you to apply the changes.
   Image Modified
   
5. Click Close in the upper-right corner of the screen. You get back to the MLI Configuration page where the updated MLI level name appears.
   Image Modified
   
6. On the MLI Configuration page, you can apply your changes immediately. Or, you may continue updating levels and rules and save the modified configuration when you are done.

1. In the MLI Levels section of the MLI Configuration page, select the level you want to change in the list of existing MLI levels. The MLI Level page appears.
   Image Modified
   
2. Click Add User to This Level under the list of existing users. The overlay for adding users to the selected MLI level pops up.

3. Search for and select a user you want to add from the drop-down list. You may enter a username, user ID, or user email. You may also add several users at a time.
   

   Note
   If you cannot find the required user in the overlay for the selected MLI level, it may mean that they’re already assigned to another MLI level. Make sure that each user belongs to only one MLI level.

   Image Modified
   

4. After selecting the required user, click Add User. The user gets added to the users list on the MLI Level page, and a message appears asking you to apply the changes.
   Image Modified
   
5. (Optional) Click 0 Locations to the right of the username, and assign the required locations to the new user. Learn how to assign locations to an MLI level user.
6. Click Close in the upper-right corner of the screen. You get back to the MLI Configuration page where the number of users for this MLI level is updated.
   Image Modified
7. On the MLI Configuration page, you can apply your changes immediately. Or, you may continue updating levels and rules and save the modified configuration when you are done.

1. On the related MLI Level page, find the user you want to change locations for, and click # Locations where # is the number of locations currently assigned to the user. The overlay with the Locations and Add Locations tabs appears.
   Image Modified
   
2. Select the checkbox in the upper-left corner to select all locations in the list. You can also select each location individually.
3. Click Remove # Locations. The locations are no longer assigned to the user.

4. Go to the Add Locations tab, find the locations you want to add, and click Add # Locations in the lower part of the overlay.
   

   Note
   If any of the locations are grayed out, it means that they’re already assigned to the current user.

   Image Modified
   You get back to the Locations tab where all the added locations are listed.
   

5. Click Save. You return to the MLI Level page where the number of locations assigned to the user is updated, and a message appears asking you to apply the changes.
   Image Modified
   
6. Hit Close in the upper-right corner to close the MLI Level screen and return to the MLI Configuration page.
7. On the MLI Configuration page, you can apply your changes immediately. Or, you may continue updating levels and rules and save the modified configuration when you are done.

1. In the MLI Levels section of the MLI Configuration page, select the level you want to change from the list of existing MLI levels. The MLI Level page appears.
   Image Modified
   
2. Select the checkbox to the left of the username, and click Delete # User(s) From This Level below the users list. Alternatively, click the trash icon to the right of the username.
   Image Modified
   The Delete Users overlay appears.
   

3. Click Delete to confirm your action. You get back to the list of MLI level users, and a message appears asking you to apply the changes.
   

   Note
   When you delete a user who has invoices pending their action, you are prompted to reassign their invoices to another person. You can either reassign all invoices to only one employee or split them between multiple MLI users. Mind that the overlay for reassigning invoices appears only when a specific feature is enabled for your company. Image Modified

   
   

4. Click Close in the upper-right corner of the screen. You get back to the MLI Configuration page where the number of users for this MLI level is updated.
   Image Modified
   
5. On the MLI Configuration page, you can apply your changes immediately. Or, you may continue updating levels and rules and save the modified configuration when you are done.

If you have extensive MLI rules and need to quickly upload or manage that information, use MLI templates to import MLI rule sets in batch.

1. In the MLI Rules section of the MLI Configuration page, select the rule set you want to modify in the list of existing rule sets.
   Image Modified
   The MLI Rule Set page appears.
   
2. (Optional) Change the name of the MLI rule set.
3. (Optional) Add more trades or categories to the selected MLI rule set, or remove those that are no longer needed.
4. (Optional) Make other necessary changes as described in How to Configure a Custom Rule Set.
5. Click Save. On the MLI Rule Set page, a message appears asking you to apply the changes.
   Image Modified
   
6. On the MLI Configuration page, you can apply your changes immediately. Or, you may continue updating levels and rules and save the modified configuration when you are done.