Manage Enterprise Operations

Organizations within Snap Projections can be grouped into one Enterprise. One or more users within this group may be granted permission to Manage Enterprise Operations which provides the same permissions as Organization Operations Managers, and some additional permissions.

1

Access Enterprise Settings

Access Enterprise Settings from your initials in the black title bar.

The Enterprise Settings page

On the Enterprise Settings page, you can view all organizations within your Enterprise. The Snap Projections Support team is happy to help you set up and update the structure for your Enterprise and name each organization. For example, you could have 2 organizations, named Eastern Region and Western Region. We can also enforce 2-factor authentication for the entire Enterprise if desired.

Click the name of an Organization to open the Organization Settings page and view all users within that team.


The Organization Settings page

Select a User's name to change user details such as first or last name, email addresses, and passwords. To add or remove a user, please contact [email protected].

The User Settings page


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2

View a user's Client List

The Clients List


As an Enterprise Operations Manager, you can view/edit all client profiles within your Enterprise.


From your Clients List, select Default View.

Then select a user from within your Enterprise to see their Clients List.

Please see Manage Organization Operations - Access and Controls for additional functionality including copying or moving client profiles between users of your Enterprise.

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