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 SmarterTools 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. For more information, see SmarterTools Account Types Explained.

Follow these steps to create a new Authorized Login:

1. Visit the SmarterTools website and click on the account avatar. (Noted by the red arrow.)
   
   
2. From the dropdown, select My Profile.
   
   
   
3. In the Authorized Logins section, click the Add button.
   
4. In the modal that appears, you can set the types of access for the login as well as communication preferences.
   
   
5. Once all of the information is added, click the Save button.

Can I specify multiple Primary Contacts for my SmarterTools 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. For more information, see SmarterTools Account Types Explained.

Follow these steps to create additional Primary Contacts for your customer account:

1. Visit the SmarterTools website and click on the account avatar.
2. From the dropdown, select My Profile.
3. In the Primary Contacts section, click the Add button
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. Once the necessary information is added, click the Save button.