Create an Authorized Login

How do I provide customer account access to multiple people in my company?
SmarterTools allows the primary account holder to create additional logins because there might be instances in which multiple people need to log in to the same customer account to pay invoices, order new products or renew a license, or manage licensing information. Authorized Logins allow a primary account holder to add others to their account, and then assign "permissions" or "roles" to those additional users. 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 icon.
   
   
   
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. Note: Authorized Logins will have to contact the primary account owner if their password is forgotten or needs to be reset. SmarterTools cannot reset an Authorized Login password.You can also select the the access available for the login:
   • Activate Licenses
   • Make Purchases
   • View and Pay Invoices
   As well as the types of emails the contact receives.
   
5. Once all of the information is added, click the Save button.

Can I specify multiple Primary 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. For more information, see SmarterTools Account Types Explained. Follow these steps to create additional contacts for your customer account:

1. Visit the SmarterTools website and click on the account avatar in the upper right.
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 all information is added, click the Save button.