Managing accounts
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 ...
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 set up a trial account for a lead?
To set up a trial account for a lead, 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. For more information about adding ...
How will my customers be assigned to my Partner portal?
You don't have to manually add or assign customers to your Partner portal. When a customer signs up for a Seenspire trial through the co-branded landing page that you can add to your website, they will be added to your Partner portal. Navigate to: ...
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 ...