Can I remotely access my customer’s Seenspire accounts?
When you're helping a customer with an issue they have, answering their questions, or just showcasing the power of the product — sometimes it's more efficient to work from inside their account. To make this easy for our partners to do, we have created a remote login feature.
Navigate to Dashboard > Partner > Home.
Find the customer whose account you'd like to access in the list. Next to the name, you'll find a set of four icons. The key button will allow you to remotely log in to their account.
Once you've accessed their account, you have full access to the platform. You can see their settings, create and edit feeds, and more.
This can be very useful for:
- Troubleshooting. Sometimes the real problem is a misunderstanding between you and the customer. You can simply go in, and solve or clarify the situation directly.
- Converting customers. Setting up a few feeds for a trial customer is a great way to showcase the full breadth of Seenspire's offering, with no effort on their part!
Related Articles
Can I set up feeds for my customers, in their accounts?
Setting up a few relevant feeds — beyond news and weather — is a great way to inspire customers and show them the wide range of content Seenspire offers. It allows your customers to jump right in and see the impact on their screens, without any ...
How can I approve a license request from a customer?
If a customer needs more licenses, they can place a request on their side of the platform. These requests will then appear in your Partner portal. Navigate to Dashboard > Partner > License Requests. Here, you can see the list of these requests, and ...
How can I activate a a Seenspire license as a Partner?
To activate a Seenspire license through your partner portal follow the steps below: Step 1: Log in to your Seenspire partner portal Step 2: Add A Lead 1. Navigate to Leads and click Add Lead. 2. Enter a company name and a contact name and click Add. ...
What are leads and how do I manage them?
To find the list of your leads, navigate to: Dashboard > Partner > Leads. Here, you will find a list with Leads you have added: people who may be interested in Seenspire, but do not have a trial account yet. Adding a Lead Click on the blue Add Lead ...
How do I add users to my Seenspire partner account?
It's easy to invite users to your Seenspire account. Navigate to: Dashboard > Account > Users. Click the Add new user button to create a new user. You will be asked to name the user and fill out their email address. They will receive an invitation to ...