About "My Account"

How do I manage my customer account?
SmarterTools customers can manage their accounts by logging into SmarterTools website and clicking on My Account. From there, they can modify mailing list subscriptions, update contact information, view and pay invoices, 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 into your account at the SmarterTools website.
  2. Click Account Settings.
  3. In the Authorized Logins section, click Add.
  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 License Keys
    • Purchase and Upgrade Products
    • Start Support Tickets
    • View and Pay Invoices
  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 into your account at the SmarterTools website.
  2. Click Account Settings.
  3. In the Primary Contacts section, click Add.
  4. Complete the following required fields: First Name, Last Name and Email Address.
  5. Select the type(s) of email notifications the contact should receive:
    • Standard Invoices
    • Summary Invoices
    • Important Notices
  6. Click Save.

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