Snapshot Notification Preferences allow agency admins to control who gets email updates when a snapshot push completes—making it easier to stay informed without needing to manually check status updates.
What Are Snapshot Notifications?
When you push a snapshot to one or more sub-accounts, an email notification can now be sent automatically once the push completes. This email includes:
✅ Number of successful and failed sub-account pushes
A direct link to view the full push history
This feature helps your team stay in sync, quickly address failures, and eliminate the need for manual follow-ups.
? Who Can Configure Notifications?
Role | Permissions |
---|---|
Agency Admins | Full access to configure and update notification preferences |
Agency Users | View-only access—cannot make changes |
?️ How to Set Up Snapshot Notifications
Go to Snapshots:
In your agency dashboard, navigate to My Snapshots from the top navigation bar.Open Snapshot Settings:
Click the three dots next to the snapshot you want to update.
Choose Snapshot Settings (previously called "Edit Snapshot").
Select the Notification Preferences Tab:
You’ll see the notification configuration panel.Choose Type of Notification:
Currently, the supported notification type is:
? Snapshot Push Complete Email
Set Notification Recipients:
✅ Notify the user who pushed the snapshot:
Enable this to send an email to the person who initiated the push.➕ Add Other Agency Admins:
Toggle the option “Select other agency admins to notify” and pick up to 5 additional agency admins to receive notifications.
You’ll see a search field to quickly select from your agency’s admin list.Once the limit of 5 is reached, you’ll see a “Limit reached” message.
Click Save at the top-right corner to apply changes.
Notes
You must be an Agency Admin to make any changes to these settings.
This feature works per snapshot, so you can customize preferences for each one.
Notifications will only be sent when a push completes, not when it starts or fails midway.
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