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BETA: Collaborate with Clients & Team
Collaborate with others: Client Management
Client Management is one of the most utilized features with the new go.snapps.ai dashboard.
Are you looking to...
- Share some (or all) of your sites with a VA
- Collaborate with members of your team on sites
- Transfer a site to a client
- Share a site (or multiple sites) with a client but maintain access yourself
Here's how to begin sharing between Snapps accounts
You can share right from your Dashboard by clicking on the 3dot menu to the right of the site. Click on the Share option and
enter their
Snapps email address. They will then
see the site under the "Shared Sites" Tab on the top
side of their dashboard.
All you need is their email address. This must be the email they use to login to Snapps.
NOTE: this user must have an active Snapps account. To be considered an active account, they must have a Snapps login and have created at least one site in their Snapps account. They do not need to have any published sites, but must have at least one unpublished site in their account before you are able to setup any sharing.
Transfer vs Collaborate
Transfer: You will assign the site(s) to the other user and remove them from your dashboard
Collaborate: You will assign the site(s) to the other user but you will continue to have access
For Site Transfers
Transfers are done instantly right from your Dashboard.
Just click on the 3dot Menu to the right of the site > Transfer option > then enter the email to their Snapps account. After you receive a Transfer Successful Alert have them look on their dashboard for a "Transfer Request" Tab. There they will have to accept the Site Transfer.
Once that is done the site will be removed from your dashboard instantly.
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