How do I manage existing automations in Protiv? 🤖

This guide will show you how to view, edit, pause, or delete your ProPay automations in Protiv. 🛠️

Managing your existing automations in Protiv is simple. Here's how you can view, edit, pause, or delete them:

  1. Access the Automations Page: Navigate to the "Automations" section on the left-hand side of your Protiv dashboard. 🖱️

  2. View Existing Automations: You'll see a list of all your created automations, along with their status (active or paused). 👀

  3. Edit an Automation:

    • Click the "Edit" button (pencil icon) next to the automation you want to modify. ✏️
    • Make the necessary changes to the automation settings.
    • Click "Save" to update the automation.
  4. Pause or Activate an Automation:

    • To pause an active automation, click the "Pause" button (pause icon) next to it. ⏸️
    • To activate a paused automation, click the "Activate" button (play icon) next to it. ▶️
  5. Delete an Automation:

    • Click the "Delete" button (trash can icon) next to the automation you want to remove. 🗑️
    • Confirm your decision in the pop-up window.


Important Note:
Be cautious when deleting automations, as this action cannot be undone.