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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.

The Manage screen for a trial subscription. The numbered sections are detailed in the following table.

 

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

Launch

Select to launch this subscription. This directs you to the Home page. From here you can create and configure your signatures.

Update SPF Record

This option is only visible for trial subscriptions. 

 

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) record.

Purchase

This option is only visible for trial subscriptions.

If you have a trial subscription, select to purchase an Exclaimer subscription. The available purchase methods are direct debit, credit card, or invoice.

 

NOTE: Check if direct debit payment is available in your country.

Add a user

Select to add or remove users to your Exclaimer subscription. 

 

NOTE: Only the subscription Owner or the subscription admin can add or remove users. To view the subscription Owner and edit users with admin roles, see User management.

Subscription details

View information about your subscription, including your Subscription ID. 

 

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

Cancel this subscription

Select to cancel your Exclaimer subscription.

NOTE: Only the Owner can cancel a subscription.

Invoices 

List of invoices with date and invoice number. Select DOWNLOAD to download the invoice.

NOTE: This option is only visible to resellers. 
If you are a direct Exclaimer customer, you can download invoices from the Invoices section.

To view the user with the Finance role and for more information on the actions a Finance role user can perform, see User Management.