How to Set Up Snapshot Notification Preferences

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?

?️ How to Set Up Snapshot Notifications

1. Go to Snapshots:
   In your agency dashboard, navigate to My Snapshots from the top navigation bar.

2. Open Snapshot Settings:

   • Click the three dots next to the snapshot you want to update.

   • Choose Snapshot Settings (previously called "Edit Snapshot").

3. Select the Notification Preferences Tab:
   You’ll see the notification configuration panel.

4. Choose Type of Notification:

   • Currently, the supported notification type is:
     ? Snapshot Push Complete Email

5. 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.

6. 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.