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Manage your subscription

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Account Settings
  4. Subscriptions
Ari Flavell
  • Updated

Description

The Manage screen allows you to perform various management activities and view subscription information.

How to access it

To access the Manage screen:

  1. Open the subscriptions portal. This can be done in the following ways:

    EITHER:

    From the Subscriptions section of the Home page, select subscription portal.

    OR

    From the menu sidebar, expand Account Settings and select Subscriptions.
     

  2. Select Manage.


    Select the Manage button to open the Manage screen.

    NOTE: If you have multiple subscriptions, access the Manage screen by logging into the Exclaimer portal and selecting Manage next to the relevant subscription.

Managing your subscription

From the Manage screen, you can access your subscription, perform user management actions, and view subscription details. Your screen and available management actions vary depending on what type of user you are. 

Select an option below to view the related instructions:

Manage Subscription for users on a trial subscription

For a trial subscription, the Manage screen displays links to launch and purchase your subscription, user management details and links, and subscription details.  



An example of the Manage screen for a trial subscription. Each number corresponds to a different section or functionality. Each one is described in the following table.
 

The following table outlines the features available on the Manage screen:
 

Launch

 Select to launch this subscription. This opens the Home page. 

Update SPF Record

 If you have not updated your SPF record, this prompt is displayed until you do so. For more information, see How to update the Sender Policy Framework (SPF).

Purchase

 Select Purchase to upgrade your trial to a full Exclaimer subscription before it expires. See our full guide in Purchase Exclaimer subscription after trial.

User Management

Displays each user with access to this subscription, including which user is the subscription Owner. 

Select Add a user to add a new user for this subscription. This launches your subscription and opens the User Management screen. 

Select the bin icon to remove a user from this subscription.

Select Manage User Roles to view and edit the roles for each user. This launches your subscription and opens the User Management screen. 

NOTE: Only the subscription Owner and users with the User Manager role can edit the roles for users, or remove users. Users with the Admin role can add new users, but not remove them. For more information, see User Management.

 Subscription details

View information about your subscription, including your Subscription ID. 

For a breakdown of the Subscription Details section, see Subscription details.
Manage Subscription for direct customers with a paid subscription

If you are a direct customer who has purchased their Exclaimer subscription (i.e, you are not a reseller and your subscription is not a trial subscription), the Manage screen displays a link to launch the subscription, user management details and links, subscription details, a link to cancellation, and the subscription terms and conditions. 



An example of the Manage screen for a purchased subscription. Each number corresponds to a different section or functionality. Each one is described in the following table.
 

The following table outlines the features available on the Manage screen:
 

Launch

 Select to launch this subscription. This opens the Home page. 

User Management

Displays each user with access to this subscription, including which user is the subscription Owner. 

Select Add a user to add a new user for this subscription. This launches your subscription and opens the User Management screen. 

Select the bin icon to remove a user from this subscription.

Select Manage User Roles to view and edit the roles for each user. This launches your subscription and opens the User Management screen. 

NOTE: Only the subscription Owner and users with the User Manager role can edit the roles for users, or remove users. Users with the Admin role can add new users, but not remove them. If you are an Admin, the bin icon is not visible. For more information, see User Management.

Subscription details

View information about your subscription, including your Subscription ID. 

For a breakdown of the Subscription Details section, see Subscription details.

Cancel this subscription

 Select to cancel this subscription.

NOTE: Only the Owner can cancel a subscription. If you are not the Owner, this link is not visible.
Terms & Conditions
 

Select the PDF link to download a copy of the terms and conditions applicable to this subscription. 

NOTE: Only the Owner can see the Terms & Conditions section. If you are not the Owner, this section is not visible.
Manage Subscription for resellers

If you are a reseller, the Manage screen displays a link to launch the subscription, user management details and links, subscription details, a link to cancellation, any invoices, and the subscription terms and conditions. 



An example of the Manage screen for a subscription viewed by a reseller. Each number corresponds to a different section or functionality. Each one is described in the following table.
 

The following table outlines the features available on the Manage screen:
 

Launch

 Select to launch this subscription. This opens the Home page. 

User Management

Displays each user with access to this subscription, including which user is the subscription Owner.

Select Add an employee user to add a user that can be assigned user roles in User Management. Enter the new user's email address in the Add an employee user window and select Add. 

Select Add an external user to add a user that can view Manage Subscription, but not view billing or invoices. Enter the new user's email address in the Add an external user window and select Add. 

Select the bin icon to remove a user from this subscription.

Select Manage User Roles to view and edit the roles for each user. This launches your subscription and opens the User Management screen. 

NOTE: Only the subscription Owner and users with the User Manager role can edit the roles for users, or remove users. Users with the Admin role can add new users, but not remove them. If you are an Admin, the bin icon is not visible. If you are an Admin, the bin icon is not visible. For more information, see User Management.

Terms & Conditions

Select the PDF link to download a copy of the terms and conditions applicable to this subscription. 

NOTE: Only the Owner can see the Terms & Conditions section. If you are not the Owner, this section is not visible.

Subscription details

View information about your subscription, including your Subscription ID. 

For a breakdown of the Subscription Details section, see Subscription details.
Cancel this subscription
 		 Select to cancel this subscription.

NOTE: Only the Owner can cancel a subscription. If you are not the Owner, this link is not visible.

Invoices

List of invoices with date and invoice number. Overdue invoices are displayed in red with an alert icon.

Select Download to download an invoice.