The Partner Companies Interface is a Spektrix Interface where users from partner companies (organizations you work with such as promoters or other third parties) can run and download preselected Reports and Customer Lists.
What is the Partner Companies Interface?
The interface is a stand-alone interface. Users can only run and download the Reports and/or Customer Lists assigned to them. Other areas of Spektrix cannot be accessed from the Partner Companies Interface.
Users are granted access to the interface through a Collect Report User account. Spektrix users in your organization can also access the interface with the Collect Report User Role.
The Reports and Customer Lists that are available to run are unique to each user and can be set up using Report Schedules and Customer List Schedules. These Reports and Customer List Schedules are run on demand at any time.
What is the difference between the Partner Companies Interface and the Insights & Mailings Interface?
The Insights & Mailings Interface has full access to create and run all available Standard and Custom Reports. Reports can be run at any time, with the user’s selected Criteria Set, Parameters and file formats. Users with access to the Insights & Mailings Interface can also create and export Customer Lists and use them in reports and mailings.
In the Partner Companies Interface, users can download Reports and Customer Lists that have been assigned to their user account. The Reports and Customer Lists can be run at any time, but the data is limited to preselected filters and outputs.
How do I manage access to the Partner Companies Interface?
Learn to set up who can access the Partner Companies Interface by reading:
- How to Create and Manage Collect Report Users (recommended for users without the Settings Administrator role)
- How to Create and Manage User Accounts
Learn to set up the Reports and/or Customer Lists that Collect Report Users have access to by reading:
If you’re sharing Customer data with partner companies, you may also want to set up Partner Companies Contact Preferences.
Learn to run Reports and/or Customer Lists in the Partner Companies Interface by reading How to Run Reports and Customer Lists in the Partner Companies Interface.