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copy the flow to another account

  • 28 November 2023
  • 4 replies
  • 119 views

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Is it possible to export flows and emails and copy them to another account?

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Best answer by In the Inbox 28 November 2023, 03:35

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Userlevel 6
Badge +29

Hi @Yokan 

Yes, it is possible to clone an existing flow to another account. You need to have access to both accounts to be able to clone the existing flow in one account to the other. 

In the flows section, scroll to the left of the flow you want to clone to find the three dots vertically stacked.

 

In the menu that appears and select Clone.

In the next screen, you’ll have the option to designate which account you want to clone the flow to. Again, you will only see options for the accounts you have access to:

I hope that helps!

@In the Inbox 

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HI,@In the Inbox Thanks for the reply.

I see, I need to get access rights from the other.

 

 

Thank you for your detailed answer with images.

The clone to another account option is not showing for me. I’ve invited my user from my 2nd account to my 1st and have accepted the invite. On both sides when I hit the clone button the Clone Destination account doesn’t show

 

Userlevel 7
Badge +60

Hey @adwd 

What are the user role permissions? Only  the owner, admin or manager of an account can clone and copy flows. 

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