To create a new snapshot, navigate to your Agency View and follow these steps:
- Click on Settings.
- Look for the Snapshot option.
- Select Create new snapshot.
Fill up the Snapshot name and the account you want to copy the snapshot from.
To load a Snapshot into an existing client account, please follow the steps outlined below:
- Access the Agency view and click on Accounts
- Locate and select the client account where you want to load the Snapshot.
- Expand the Actions dropdown menu.
- Choose the Load Snapshot option.
- From the Snapshot field dropdown, select the desired Snapshot you wish to load into this account.
- Finally, click the Load button to initiate the Snapshot loading process.
To create a new client account based on a Snapshot, please follow these steps:
- Access the Agency view and click on Accounts.
- Click on Create Account.
- Choose whether it should be a SaaS or a Regular Account.
- Select the desired snapshot type: Vertical, Own, or Imported.
- Fill in the remaining required information in the form.
- Finally, click Save to create the client account using the selected Snapshot.