Submit Help Request
Help Desk
Submit Help Request
Support & Troubleshooting
How-to guides for submitting support tickets and requesting support
Getting Started with Perseptiv
Theme, Logos & Disclosure Management (Admin)
Login, Password Reset & 2FA
Managing Security & User Permissions (Admin)
AI-Content Studio
Managing Companies and Plans
Retirement Advisor-Specific CRM Features
Fiduciary Scoring
Cost Management
Plan Features
Fiduciary File Management
Integrations
Support & Troubleshooting
Getting Started with Perseptiv
Theme, Logos & Disclosure Management (Admin)
Login, Password Reset & 2FA
Managing Security & User Permissions (Admin)
AI-Content Studio
Managing Companies and Plans
Retirement Advisor-Specific CRM Features
Fiduciary Scoring
Cost Management
Plan Features
Fiduciary File Management
Integrations
Support & Troubleshooting
How to Submit a Support/Help Request
To watch the video click here: https://loom.com/share/21ecad31de814219951e678e174caf00 Step-by-Step Instructions Step 1: Access the Help Icon 0:00 Locate the help icon in the lower left corner o...
Book a 15-Minute Support Session
Use this link to book a 15-minute support session: https://calendly.com/perseptiv/perseptiv-support