How do I manage my customer account?
SmarterTools customers can manage their accounts by logging into the Account Management section of the SmarterTools Portal. From there, customers can modify mailing list subscriptions, update contact information, view and pay invoices, sign up for trials and more.

How do I provide customer account access to multiple people in my company?
Because there might be instances in which multiple people need to log in to the same customer account to pay invoices, order new products/support or manage licensing information, SmarterTools allows the primary account holder to create additional logins. Follow these steps to create a new authorized login:
  1. Log in to the Account Management section of the SmarterTools Portal.
  2. Click Account Information.
  3. In the Authorized Logins section, click Add Login.
  4. Complete the following required fields: Email Address, Full Name, New Password and Confirm Password.
  5. Select the type(s) of access for this login:
    • Activate and view license keys
    • Purchase and upgrade products
    • Start support incidents
    • View and pay invoices (includes some license key data)
  6. Click Save.
Can I specify multiple contacts for my customer account?
Yes, SmarterTools allows the primary account holder to create additional contacts for your customer account to ensure invoices and important notices are sent to the appropriate people within your organization and to make decisions on behalf of the account. Follow these steps to create additional contacts for your customer account:
  1. Log in to the Account Management section of the SmarterTools Portal.
  2. Click Account Information.
  3. In the Primary Contacts section, click Add Contact.
  4. Complete the following required fields: Email Address, First Name, Last Name and Job Title.
  5. Select the type(s) of email notifications the contact should receive.
  6. Click Save.

Article ID: 1259, Created On: 10/13/2010, Modified: 1/16/2012

Feedback (0)