As a SaaS provider, you will are able to create, manage and access accounts for your end-customers.

Please make sure to use your unique URL to access, and log in with your SaaS admin account. Example URL to access, for SaaS company "ACME": supports various scenario's to manage your end-customers:

  • Self-service model: your end-customers activate their own integrations
  • Full-service model: your Customer Success or Support team manages the integrations of your end-customers

In the Full-service model, you will activate integrations inside the Account of your end-customer in Make sure to create a new Account for each end-customer.

Access the Account of one end-customer using the "Login to account" icon or button (also called the "spy" icon).

Inside the Account of your end-customer, add one or more Integrations. Use the "Invite" button in the Setup of an integration, to invite your end-customer to provide access to their cloud applications (e.g. authorizing access to their CRM using oAuth, or providing an API key).

Use the "spy" icon in the top right corner to return to your SaaS Admin account.

This video shows how to access, how create user logins for your internal team members, how to create Accounts for end-customers and how to activate integrations for one end-customer:

Did this answer your question?