By utilizing Snapshots, you eliminate the need for manual setup for each account, significantly reducing setup time and minimizing the potential for errors. This streamlined approach not only accelerates the onboarding process but also enhances the overall user experience by providing immediate access to well-organized and meaningful data insights.
Key Benefits #
- Streamlined Onboarding: Pre-configured accounts using snapshots ensure a seamless and efficient onboarding process.
- Consistent User Experience: Easily replicate and deploy comprehensive assets across all locations, providing consistent and valuable insights.
- Enhanced Security: IP protection ensures your assets are secure and cannot be redistributed, preserving their value.
Loading a Snapshot into a Sub-Account #
Navigate to Sub-Accounts #
In the “Sub-Accounts” tab, search for an existing sub-account or create a new one.
Load Snapshot #
Select your sub-account and click “Load Snapshot” under the Actions dropdown.
Select Desired Snapshot #
Choose the snapshot to load and proceed.
Select Assets #
In the asset list associated with the snapshot, select the necessary assets to load into the sub-account. Click “Proceed.”
Checking for Conflicts #
Any conflicts between the selected assets and existing assets will be displayed in this tab. You will have the option to either skip or overwrite the existing asset.
Completion Notification #
The system will notify you when the snapshot upload is complete.
Handling Failed Snapshot Pushes #
If your push is unsuccessful, you can navigate to the View History tab within the actions dropdown of the relevant snapshot. You can find this in the Account Snapshots section.
You will see the status, number of successful, failed, and pending sub-accounts, as well as the option to retry the push.
If you had initiated the push to a batch of sub-accounts, you will have the option to choose specific sub-accounts to retry or all of them.
Once you have selected the sub-account(s), go ahead and confirm the push.
Note: This option is available only within 48 hours of the initial snapshot load.
Note: If the snapshot has been refreshed or updated since the original push, the option to retry will be disabled and the push will have to be restarted.
IP Protection in Snapshot Sharing #
When sharing snapshots, you have the option to enable IP protection to prevent others from creating new snapshots from your shared assets. A modal facilitates the generation of a shared link with IP protection enabled. This modal provides a detailed view of all assets included in the snapshot, clearly indicating those that are restricted (IP-protected) and, therefore, excluded from the snapshot.
Enabling IP Protection #
While generating a snapshot share link, select the checkbox to enable IP protection.
By following these steps and utilizing the enhanced IP protection features, you can efficiently manage and deploy snapshots while safeguarding your intellectual property.
Frequently Asked Questions #
How do I load a snapshot into a sub-account? #
In the Sub-Accounts tab, select your sub-account, click Load Snapshot under the Actions dropdown, choose the snapshot, select the assets to load, and click Proceed.
What happens if assets conflict with existing ones? #
Any conflicts are shown in the conflicts tab, where you can choose to either skip or overwrite the existing asset.
What can I do if a snapshot push fails? #
Go to the View History tab in the snapshot’s actions dropdown (Account Snapshots section) to see status details and retry the push for specific or all sub-accounts.
How long do I have to retry a failed push? #
The retry option is available only within 48 hours of the initial snapshot load.
What if the snapshot was updated after the original push? #
If the snapshot has been refreshed or updated since the original push, the retry option is disabled and the push must be restarted.
What does IP protection do when sharing a snapshot? #
IP protection prevents others from creating new snapshots from your shared assets; restricted assets are clearly indicated and excluded. Enable it by selecting the checkbox while generating the share link.
