Pest AI users can now save time during onboarding by using pre-configured dashboards linked to their locations.
This improvement enables users to create and apply snapshots of their dashboard setups across different locations, streamlining configuration processes effortlessly.
1. Start by clicking here to initiate the process.
2. Now, switch to the Agency View.
3. Next, select 'Account Snapshots' from the menu.
4. Then, create a new snapshot.
5. Name your snapshot in the field provided.
6. Choose the source account for this snapshot.
7. Save your snapshot to secure your changes.
8. After saving, navigate to 'Sub-Accounts'.
9. Click 'Actions' for more options.
10. Select 'Load Snapshot' to proceed.
11. Search and select the desired snapshot to load.
12. Move forward by clicking 'Proceed.'
13. In the list, pick all dashboards you aim to load.
14. Hit 'Proceed' to apply your selections.
15. Decide to overwrite or skip, then proceed.
16. To finalize, press 'Okay.'
17. You’ll be notified upon successful loading.
18. To check the loaded dashboards, follow this link.
