You can now
choose which dashboard becomes the default
in destination sub-accounts while loading a Snapshot ā eliminating the need to update each sub-account individually afterward.⨠Whatās New?
*
Set a dashboard as default
ā Each selected dashboard now includes a Set as default
option during Snapshot Load.*
Choose one default
ā Only one dashboard can be marked as default. Select another dashboard to switch the default, or deselect it to use the existing behavior.*
No change required
ā If you don't select a default, the Snapshot's existing default dashboard
will continue to be used.šÆ Why It Matters
Previously, changing the default dashboard was a
sub-account-level setting
, requiring you to manually open each destination sub-account after loading a Snapshot.For agencies loading Snapshots across hundreds or thousands of sub-accounts, this meant repeating the same configuration over and over.
Now, you can configure it
once during Snapshot Load and apply it everywhere
.

š What Youāll Benefit From
*
Save time at scale
ā Set the default dashboard once, whether you're loading to 10 sub-accounts or 1,000.*
Consistent setup
ā Ensure every destination sub-account starts with the intended dashboard.*
Fewer manual steps
ā No need to visit individual sub-accounts after the Snapshot is loaded.*
No disruption to existing workflows
ā If you're happy with the Snapshot's current default dashboard, simply leave the setting unchanged.ā
Getting Started
During your next
Snapshot Load
, select the dashboards you want to copy and click Set as default
on the dashboard you want as the destination's default.>
Tip:
Make sure the selected dashboard has the appropriate view permissions for users in the destination sub-accounts.