Knowledge center
How SeatReaper works, how to set up your clients, what support can see, and how billing works.
51 articles found
Getting started
- Getting started with SeatReaperThe first things to do in a new workspace, in order, and where each one lives.
- What SeatReaper doesThe problem SeatReaper solves, how it decides what is waste, and what it will never do on its own.
- Setup guide for IT engineersThe complete, step-by-step setup of a SeatReaper workspace, from the first sign-in to the first verified saving, with what you need from each tool.
- Inviting your team and setting rolesAdd techs and viewers to your workspace, change roles, limit someone to selected clients, and what each role can do.
- The product tourWhat the first-login tour shows, how to skip it, and how to replay it later.
- Adding a client and finding its IDsUse the add-client wizard, where to find each client's Microsoft 365, N-central and Cove identifiers, and how plan limits work.
- Importing clients from a CSVBring many clients in at once from a spreadsheet or PSA export, with every row checked before anything is saved.
- Getting help from SeatReaper supportAsk the AI assistant, send a request with Get help, follow replies under My tickets, and what to include so we can help quickly.
- Suggesting features and votingSuggest an improvement, vote on what other MSPs asked for, and follow what happens to your team's ideas.
Connecting tools
- The client setup checklistWhat each item on a client's setup checklist means and how each tool gets connected.
- Connecting Microsoft 365How a client's admin approves SeatReaper's read-only access, exactly what it can read, and how to remove it.
- Connecting N-centralCreate a read-only N-central API user, connect it once for every client, and how devices are matched to clients.
- Connecting Cove Data ProtectionCreate a Cove API user, connect it once for every client, and how backup devices are matched to clients.
- Connecting Pax8Create Pax8 API credentials, how Pax8 companies are linked to your clients, and what SeatReaper does with your Pax8 costs.
- Connecting Datto RMMCreate a read-only Datto RMM API user, connect it, and how Datto sites are linked to your clients.
- Connecting Datto SaaS ProtectionCreate Datto API keys, connect them, and how SaaS Protection customers are linked to your clients.
- Connecting KnowBe4Connect a client's KnowBe4 account with a Reporting API key so departed users holding training seats are found.
- Connecting DuoCreate a Duo Accounts API (or Admin API) application, connect it, and how Duo users are checked against Microsoft 365.
- Connecting NinjaOneCreate a read-only NinjaOne API app, connect it, and how organizations and devices are linked to your clients.
- Connecting CrowdStrike FalconCreate a read-only Falcon API client, connect it, and how CIDs and hosts are linked to your clients.
- Connecting SentinelOneCreate a view-only SentinelOne service user, connect its API token, and how sites and agents are linked to your clients.
- Connecting WebrootConnect the Webroot GSM console through the Unity API, and how sites and endpoints are linked to your clients.
- Connecting HuntressGenerate a Huntress API key and secret, connect them, and how organizations and agents are linked to your clients.
- Connecting Sophos CentralCreate read-only Sophos Central API credentials, connect them, and how tenants and devices are linked to your clients.
- Connecting Acronis Cyber Protect CloudCreate a partner-level Acronis API client, connect it, and how customer tenants and machines are linked to your clients.
- Connecting FlowrouteConnect your Flowroute account so SeatReaper can flag phone numbers you pay for that nobody calls, calls from or texts.
- Connecting Google WorkspaceUse your own Google Cloud service account to find suspended and inactive Google Workspace users who still have a paid license.
- Connecting Microsoft Partner CenterFor partners who buy from Microsoft directly (CSP), see what each client is billed for and lower a quantity from the queue.
Understanding flags
Working the queue
- Working the queueApprove or dismiss each item, how removals are verified by the next sync, and what counts as savings.
- The weekly digestA weekly email with your open waste, new items, approvals waiting and savings verified, and how to turn it off.
- Alerts and tickets for new flagsHear about newly flagged items in the portal, by email, or as tickets in Autotask (and Datto RMM), ConnectWise PSA, HaloPSA, any PSA's intake mailbox, or a webhook.
- Offboarding someone everywhereTrack everything a departing person still holds, in every system, until SeatReaper confirms each item is gone.
- Removing licenses from SeatReaperBlock sign-ins, remove Microsoft 365 licenses and lower Pax8 or Partner Center quantities straight from the queue, offboardings and client pages (Growth and up), who can, and how each change is approved and logged.
- The billing checkCompare what ConnectWise PSA or Autotask bills each client with what is in use, to find products billed too low or too high.
Reports
- ReportsThe five SeatReaper client reports, which plan includes each, how to print or save one as a PDF, and how to share a read-only link. Compliance evidence reports have their own article.
- Branding and white labelPut your name, logo and colors on reports, remove SeatReaper's footer, and run SeatReaper under your own brand and domain.
- Scheduled deliveryEmail a report to your clients every month or quarter, automatically, as a read-only link with your branding.
- Compliance evidence reportsSeven reports for clients that answer to HIPAA, CIS Controls, NIST SP 800-171 (CMMC) or a cyber insurer, what each one shows, and what they do not prove.
Price book
Security and data
- Security and dataWhat SeatReaper stores, who can see it, how changes are logged, and how payments are handled.
- What SeatReaper support can see and doHow SeatReaper staff access your workspace, the read-only view, account changes, and how every action is recorded for you to see.
- Reading the audit logWhat the audit log records, who can read it, how support actions appear, and why entries can never change.
- Two-step verificationProtect your login with an authenticator app, sign in with a code, keep recovery codes, and what to do if you lose your phone.
- Security settings: sessions, support access and exportSee where you are signed in, sign out other devices, control when SeatReaper support can view your workspace, and export your audit log.
- Sign in with MicrosoftUse your Microsoft work account to sign in, and require it for your whole team so leaving Microsoft 365 ends SeatReaper access.
- Security alerts and audit log streamingEmail alerts to owners for sensitive changes, and how to stream the audit log to your SIEM as signed JSON.
Billing and account
- Plans and billingHow pricing per client tenant works, upgrading, invoices, and cancelling.
- Suspended workspacesWhy a workspace might be suspended, what still works while it is, and how to get it lifted.
- Workspace settingsRename your workspace, download all its data, find your workspace ID, change your password, leave a team or close the workspace.
- Closing your workspaceHow an owner closes a workspace, what stops right away, what is deleted after 30 days, and how to keep it before then.