About Your SmarterTools Account

How do I manage my customer account?
SmarterTools customers can manage their account by visiting the SmarterTools website and clicking on the account icon in the upper right. From there, customers can log in and access their account to modify mailing list subscriptions, update contact information, view and pay invoices, and more. (NOTE: This is ONLY your account with SmarterTools.com, which would have been created if you purchased a license or service directly from us. It has nothing to do with a SmarterMail email account or other account within a product or service created and sold by SmarterTools that you may have received from a third-party or service provider.)

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. Visit the SmarterTools website and click on the account icon. (Noted by the red arrow.)
   
2. From the dropdown, select My Profile.
   
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 Licenses
   • Make Purchases
   • View and Pay Invoices
6. Select whether this login receives Invoice Created email alerts.
7. 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. Visit the SmarterTools website and click on the account icon in the upper right.
2. From the dropdown, select My Profile.
3. In the Primary Contacts section, click Add.
4. Complete the following required fields: First Name, Last Name, Email Address and Country.
5. Select the type(s) of email notifications the contact should receive:
   • Standard Invoices
   • Summary Invoices
   • Important Notices
6. Click Save.