A Comprehensive Overview of Snapshots

A Comprehensive Overview of Snapshots


If you’re looking for a powerful feature that allows you to take a snapshot of one sub account and load it into multiple sub accounts, then Snapshots are your answer! In this comprehensive overview, we will explore the various aspects of Snapshots and how you can leverage them to efficiently manage your agency accounts.

What are Snapshots?

Snapshots are an invaluable tool in the high-level functionality of your account. They enable you to create a snapshot of one sub account and seamlessly transfer it across multiple sub accounts. This feature not only saves you time but also ensures consistency and uniformity among your accounts.

Creating, Sharing, and Updating Snapshots

Once you are inside your agency account, you have the ability to create, share, and update Snapshots. This gives you full control over how your sub accounts are managed. Let’s explore the different sharing options available to you:

  1. One-time share links: With this option, you can generate a unique link that allows others to access the Snapshot. This is useful for sharing a Snapshot with someone who doesn’t have a permanent link or access to your account.

  2. Email share links: If you prefer to share Snapshots via email, you can generate an email share link. This way, you can directly send the Snapshot to your team members or clients without any hassle.

  3. Permanent links: Permanent links are designed for long-term accessibility. Once generated, these links remain active and can be accessed at any time. This is particularly helpful when you want to share a Snapshot with a large number of people or for future reference.

  4. Agency restricted links: If you want to limit access to the Snapshot only to your agency members, you can generate an agency restricted link. This ensures that only those within your agency can view and use the Snapshot.

  5. Sub account restricted links: Similar to agency restricted links, sub account restricted links provide access to Snapshots for specific sub accounts only. This allows you to selectively share Snapshots based on the needs of each sub account.

Benefits of Using Snapshots

Snapshots offer numerous advantages that simplify the management of your sub accounts. Some notable benefits include:

  • Time-saving: Snapshots eliminate the need to manually replicate changes across multiple sub accounts, saving you valuable time and effort.
  • Consistency: By loading a Snapshot into multiple sub accounts, you ensure consistency in settings, configurations, and other aspects.
  • Scalability: Snapshots make it easy to scale your operations by quickly deploying the same account setup to new sub accounts.
  • Flexibility: With different sharing options, Snapshots allow you to easily collaborate with team members or share specific configurations with clients.

In conclusion, Snapshots are a powerful feature that streamline the management of your agency accounts. By creating, sharing, and updating Snapshots, you can efficiently maintain consistency and save time. With the various sharing options available, you have full control over who can access your Snapshots. So, leverage this feature and take your account management to the next level!

Please let me know if there is anything else I can assist you with.