From the Manage Snapshots panel, click the three line Menu icon and then chooses New Business Entity/Company Snapshot from the list. This opens the Snapshot Administration screen in a new tab.
On the Snapshot Administration screen, enter the name of the new snapshot and select the User Roles that will use this custom snapshot.
Please note: If you are creating a verification snapshot and do not want to associate it with a user role, select the ‘No Role’ checkbox.
Click the Save button to save the name of the new snapshot and user role selections.
The Snapshot Configuration Panel, contains the available snapshot panels organized horizontally in alphabetical order. In the Snapshot Configuration panel select the checkbox of the panels that need to be added to the customised snapshot then Click the Add button on the Panel Catalogue to display the new panels on the snapshot screen.
Please note: These are fixed panels with pre-configured information from the different sections of a company. The ‘Snapshot Panel’ and ‘Custom Screens’ options provide more flexibility when setting up a panel – this is covered in the Custom Snapshot Panel and Custom Screens Panel sections later.
Please note: The snapshot layout is a single column by default. To display the panels in two columns, click Layout in the Configuration Panel and select the two-column layout under 1024x768. Then click the OK button on the confirmation screen to finalize the two-column layout.
A Snapshot can be re-ordered by moving the selected panels into your position of choice after adding them to the snapshot. Panels can be repositioned around the screen by dragging and dropping them to different locations depending on how the administrator would like them to be displayed for the users.
Click Save on the Snapshot Administration screen to complete the snapshot setup.
To learn more about customising each panel on the snapshot read the article