How to duplicate the automation set up from one account to another

Modified on Wed, 20 Mar at 9:23 AM

Clients that have multiple accounts in Arthur can build their automated workflows in one account and then when completed copy it to another account without the need to re do them again 


Step 1 Ensure you are in the account that you want to copy to. Go to automation and copy from the account of choice  

      

Choose the account you want to copy from   


 

Once transferred the log will show the date of transfer and who carried it out

   

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