Using the SaaSquatch Portal
This guide covers the basics of your program’s administration web portal and where to find important settings. See Navigating the SaaSquatch Portal for additional details about the information the portal makes available to you.
🔗 Getting Started
Welcome to SaaSquatch!
To get started configuring your programs and administering your account, simply log in using our Log In Page.
If you do not yet have acccess to your organization's SaaSquatch account, you can have a colleague with access send you an invite.
Should you forget your password or have difficulties logging in, we recommend performing a password reset:
- Click on Forgot password link on the login page.
- Fill in the email address that you have linked to your SaaSquatch Account.
- Check your email.
- Follow the instructions in the reset password email sent to your inbox (be sure to check your spam, promotions and updates folders).
🔗 Still having difficulties logging in?
If you are still having trouble creating or logging into your account please contact our Success Team who will be able to help you get up and running quickly.
🔗 Project Management
🔗 Create a Project
Your organization's initial project and Growth Automation Program(s) will be created for you by our Success Team as part of your project kickoff. Initial access and documentation will be provided to you at that time.
Once you have been given access to the project, you will be able to invite other team members, create programs and check your billing details.
🔗 Invite Team Members
Once you have an account and are able to access the portal, you can start inviting team members to join you on the project:
- Click on the round My Account icon in the top right-hand corner of the Portal.
- Select the link Invite Team Members.
- Enter their email address(es), separated only by a space (no commas).
- Click the Send Invite button.
🔗 Create Additional Programs
If Growth Automation is activated for your account, you can create multiple programs to support different campaigns. Learn more about Growth Automation at our Growth Automation 101 page. For instructions on how to create new Growth Automation Programs directly from the portal, please review our Growth Automation Program Quickstart Guide.
🔗 Delete a Program
If you would like to delete a Growth Automation Program from within your SaaSquatch account, please contact our Success Team with the name of your program as well as the Live or Test tenant alias it is located in and we will delete the program for you.
WARNING: Please be aware that once a program has been deleted there is not way to recover it or any data it contained.
🔗 Check Billing Details
The Billing Details of your Account are located in the 'Project Billing' link under the round My Account icon on the top-right hand corner of the Portal. Here you will find information on:
- Current Subscribed Plan
- Registered Participant Limit & Limit Usage
- Payment Information
- Current credit card (obfuscated)
- Payment History
- A list of past payments with Order ID, Date of payment, Total Amount of payment, and State of payment
If you have additional inquiries about the billing information for your program, please contact your Account Manager or our Success Team.
Navigating the SaaSquatch program portal is designed to be simple and intuitive so that key information and settings are easy to find. The navigation of the portal is broken down into two key areas: the main navigation bar along the top, and the sub-menu that populates from the main navigation.
🔗 Top Navigation
The Navigation bar along the top allows you to:
- Select from your Live or Test Tenant.
- Access your project's Programs. Growth Automation clients can also create new programs here.
- View your programs' Analytics.
- View and manage Participants.
- View and modify implementation & overarching program Settings.
- Access the My Account menu which offers:
- Access to Account Options.
- The ability to invite team members.
- Billing Information.
- A link to logout.
🔗 Test vs Live
Each SaaSquatch Program has two "modes": Live and Test. These modes both play important but different roles in the life of your program. The functionality of your Live and Test modes (tenants) are very similar with only minor variation to accommodate the slight differences in the uses of each of them.
On a usage level your Test mode (tenant) is designed to be used in the process of setting up your program. Use this tenant when first integrating your program, and when testing connections with platforms you integrate with. Your Live tenant should only be used once you have completed all your testing and configuration and you are ready to launch your program for your customers to use.
When making use of this guide, the majority of the functionality available in the portal can be performed in either the Live or Test tenants.
Details on best practices and when to use your live or test tenant can be found in our developer docs.
🔗 Test Data
In your test tenant you have to option to delete test data. To learn how to access this functionality, follow the guide on Navigating the SaaSquatch Portal.
Please note: Live tenants do not provide the option to delete data.
The sub-menu populates under the main navigation bar and provides access to further pages within each of the four sections available in the main navigation bar:
The settings that are made available to you via the sub-menu are covered in detail on our follow-up guide Navigating the SaaSquatch Portal.
🔗 Account Settings
Click on the round My Account icon on the right-hand side of the main navigation, and select Account Settings.
In the Account Settings popup there are options to change your login email address or account password:
Under Change Email Address section:
- Enter your new email.
- Enter your current password.
- Click Save.
Under Change Password section:
- Enter your current password.
- Enter your new password.
- Re-enter your new password.
- Click Save.
🔗 Contacting The Success Team
If you have any further questions about implementing your SaaSquatch program, or where to find certain settings in the Portal, please don’t hesitate to reach out to our Success Team if Navigating the SaaSquatch Portal does not provide the information you're looking for.