workflow · Settings · snapshots

Save a tenant snapshot

Capture config.

3 min to completesnapshotUpdated 2026-05-26 · v2
Launch this workflow
Opens /settings/snapshots in your workspace

Why use this

You capture a tenant's full configuration as a reusable snapshot so future tenants spin up faster.

Benefits:

  • Turns one good setup into a repeatable template
  • Speeds up onboarding for every new tenant
  • Lets you roll back if a recent change broke something

Who this is for: Agency, Owner. Time to complete: ~3 minutes.

Outcome

A reusable snapshot.

Steps

  1. Open /settings/snapshots.
  2. Click Save snapshot.
  3. Name it.

Related

  • help-settings-snapshots.