Archive / Restore Allocation Rules

Created by Ivy Thompson, Modified on Tue, 10 Mar at 4:03 PM by Ivy Thompson

Archiving rules helps keep the dashboard organized by removing unused rules while still preserving them for future use.


Admin: Full Access

Super User: Edit Only

Basic User: View Only


Archiving a Rule

  1. Navigate to Allocation Rules from the Admin dashboard.

  2. Locate the rule you want to archive.

  3. Click the three-dot action menu.

  4. Select Archive.

The rule will move to the Inactive tab.

Restoring a Rule

  1. Navigate to the Inactive tab in Allocation Rules.

  2. Locate the archived rule.

  3. Click the Restore button

The rule will return to the Active Rules list.


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