How to Edit or Delete a Rule

As an admin, you can easily edit or delete rules to ensure your automation settings stay accurate and aligned with company policies. This guide outlines the steps to update or remove rules in your account.

Step 1: Log in to your account on the Team Dashboard. 

Step 2: Click on 'Team Settings' from the left side of your screen. 

Step 3: Click on 'Automations'. 

Step 4: Locate the rule you want to edit or delete. Click 'Delete' to remove it from your automations or 'Edit' to make changes.

For example, if your company recently updated its holiday schedule, you can click 'Edit' on the rules template to add or remove dates as needed.