Whenever someone purchases a SmarterTools license, they create an account on our website. Within that account, they can assign various other permissions for people within their organization. Below is a list of these account types and their permissions.
Account Holder
This is, generally, the name and email address of the person or organization purchasing the SmarterTools license. The email address can be a personal address (e.g.,
my.name@example.org) or a departmental address (e.g.,
purchasing@example.org.) This login has complete control of the account and its details, can view licensing information, can submit support tickets, and more.
In addition, they can set their communications preferences:
- They can receive all emails SmarterTools sends. (Invoices, marketing emails, maintenance emails, etc.)
- They can choose to receive critical emails and account updates only. These are emails sent by SmarterTools that are marked as "Critical" in our internal mailing list system.
- They can unsubscribe from all emails.
They can then select the type of Partnership emails that are sent, if they are an active SmarterTools partner:
- When an invoice is created.
- When a summary invoice is created. (Where applicable.)
- When a lease is assigned. (Where applicable.)
- When a resold license is assigned. (Where applicable.)
Authorized Logins
Authorized logins can also log in to the SmarterTools account using their own information. These users can be granted access to specific areas of the account, but do not have access to the account as a whole. Primarily:
- They can activate licenses.
- View and pay invoices.
- Perform reseller functions. (Where applicable.)
- Perform lease provider functions. (Where applicable.)
From an communications perspective, then, the can receive the following email alerts:
- When an invoice is created.
- When a summary invoice is created. (Where applicable.)
- When a lease is assigned. (Where applicable.)
- When a resold license is assigned. (Where applicable.)
Regarding emails from our internal mailing list system, Authorized Logins will receive all emails marked as "Critical" as well as all marketing (non-critical) emails. This is in addition to the email alerts selected, above.
Primary Contacts
Primary contacts can not log in to the account. However, they can receive certain types of communication from SmarterMail. This includes the ability to receive:
- Standard invoices.
- Summary invoices.
- Important notices.
Regarding emails from our internal mailing list system, Primary Contacts will receive only those emails marked as "Critical" unless they opt out of "Important Notices". This means they do not get "marketing" emails.