Managing Automations
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      2. Automations
      3. Managing Automations

      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.