A company can contain a number of user settings. If you have multiple companies under your license, you may want to use the same settings across several of them.

In this context, settings means saved Views (columns, filters, and sorting), appearance settings, or, for example, dashboard settings, not the company settings themselves.

Configuring such settings can take a long time. If they have already been created in one company under your license, it is worth transferring them to another company in a single step.

Transferring settings is available only for the web interface. You can do it easily in the company selection.

Settings are imported into the company you are currently working in. First, switch to the company into which you want to import the settings. You can see its name in the top-left corner of the application; click it to open the company selection.

In the Company selection, hover over the company from which you want to import the settings and click the More actions button (three dots) on the right.

In the menu, select Import settings.

The Import settings panel opens. At the top, you can see the company the settings are being imported from (From company) and the company they are being imported into (To company). In the Settings presets section, select what should be imported:

In the Advanced options section, you can also enable the import of additional records, for example Sidebar widths. Confirm the import by clicking the Import settings button.