Start from the Agency Dashboard

Make sure you're in the Agency View (not inside a sub-account). From here:

  1. Go to the Left-Hand Menu

    • Click on Sub-Accounts.

  2. Search for the Sub-Account

    • Use the search bar to find the sub-account where you want to install the snapshot.

  3. Click the Three Dots Menu

    • On the right side of the sub-account row, click the three vertical dots.

    • Choose Manage Client from the dropdown.

  4. Click "Actions" in the Top-Right Corner

    • In the top-right corner of the manage client screen, click the Actions button.

  5. Select "Load Snapshot"

    • From the dropdown, choose Load Snapshot.

  6. Choose the Snapshot You Want to Install

    • A popup will appear with a list of available snapshots.

    • Select the desired snapshot (e.g., AI Profit Center).

  7. Click "Proceed"

    • Confirm your selection by clicking Proceed to load the snapshot into the sub-account.