workflow · Settings · snapshots
Apply a snapshot to a new client
Clone tenant config.
6 min to completesnapshot, agencyUpdated 2026-05-26 · v2
Launch this workflow
Opens /settings/snapshots in your workspace
Why use this
You apply a saved snapshot to a new tenant so config matches a proven setup.
Benefits:
- Cloned config in minutes
- Skips manual setup per tenant
- Adjust afterward for tenant-specific tweaks
Who this is for: Owner, Agency. Time to complete: ~6 minutes.
Outcome
A new tenant inherits the snapshot config.
Steps
- Open /settings/snapshots.
- Pick snapshot.
- Choose target tenant.
- Apply.
What can go wrong
- Some surfaces need re-auth after apply.
Related
- help-settings-snapshots, workflow-agency-snapshot.