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Admin Guide / Organization Settings

Propagating Configurations

Propagation in Rox allows you to take the configurations of a model user and apply them to other users, ensuring consistency across your team. This guide will show you how to select a model user, choose target users, and apply propagated settings efficiently.

Navigate to Propagation by clicking on your name on the bottom left corner, clicking Settings and then clicking Propagation on the left column.

How to Set Up Model Users (Propagation Source) and Target Users

  1. Click Select Model User and select the user whose configuration you want to propagate from.

  2. Under Target Users, you can add the users who will receive the propagated configuration in one of two ways:

    1. Select Users Individually:

      • Click Select Target Users.

        • Click on each user you would like to add.

    2. Bulk Upload Users:

      • Click Bulk Upload.

        • Upload a CSV with user emails, or paste the emails directly into the field.

        • Click Import Users to add them to your target list.

How to Preview and Apply Changes

  1. Preview the Propagation:

    • Under User, click Select User to preview the changes that will be applied.

  2. Save and Propagate:

    • Click Save Changes to propagate the settings to your selected target users.

By using propagation in Rox, you can quickly align user configurations across your organization, saving time and ensuring everyone is set up with the right settings to succeed.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.