Note. Personal accounts this page relates to are deprecated. For up-to-date information, follow this link: Create and manage a company or team account.
Shared Email Templates for Outlook is an account-based service, so, first of all, let's start the add-in and create your account. When you're registered and your email is confirmed, you'll be able to activate your subscription key and create templates and teams.
The Shared Email Templates add-in offers two sign-up options: Sign up with email and Sign up with Microsoft.
Sign up with email | Sign up with Microsoft |
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You sign up with your email address. | You sign up with your Microsoft work or school account. |
You need to create a password. | You use your existing Microsoft password. |
Personal account | Company account |
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A personal account suits you well if you're going to use your templates yourself or share them within a small team. | A company account is designed to address the needs of large teams that are managed by company administrators. |
You can create your account on your own. | Only company administrators can create accounts for their users. |
You can create a team and invite other people to join it. | Only company administrators can manage users and teams. |
You need to activate your subscription yourself. | Only company administrators can assign subscription keys to their users. |
Inviting a company account user to a personal team is not possible. | Adding a personal account user to a company team is not possible. |
If you're going to create a company account, find our step-by-step instructions here. If you want to create a personal account, switch to the Personal tab:
Your Shared Email Templates account is created.
To manage your profile, click the three dots in the lower-right corner of the add-in pane and select Profile:
You'll see four sections: My Account, My License, My Properties, and My Teams.
To edit your account, click the Edit Account icon:
You can change your name, email, date of birth, and password. You can choose between two macros styles: Default and Dashed. You can also delete your account if you want to.
To keep the changes you've made, click the Save Changes button.
To learn more, visit these help pages:
Inserting images from OneDrive and SharePoint: SSO
Attaching files from OneDrive and SharePoint: SSO
The My License section contains information on the current subscription plan and its expiration date. Here you can activate and deactivate your subscription key.
If the automatic renewal of your subscription is enabled, there's a check mark next to Auto-renewal:
When the subscription period is almost over, the Renew button appears, and you can click it to renew your subscription manually by placing a renewal order.
Or, if auto-renewal is on and the card that was used for the original order is still valid, you can wait until the subscription is renewed automatically.
In both cases, you won't need to enter and activate the subscription key—it doesn't change. Only the expiration date gets extended.
To turn auto-renewal off, clear the Auto-renewal checkbox. As soon as the automatic renewal of your subscription is canceled, a confirmation email from 2Checkout is to be delivered.
To see the properties of your account or create new ones, click the Edit properties icon:
To learn more about account and team properties, refer to the How to use team and profile properties manual.
If you've already created or joined some teams, you'll see their list in the My Teams section. On the right of a team's name, your user permissions will be stated.
You can make a request for the personal data associated with your profile (except for passwords) by going to Profile → My Account → Request my account data:
As soon as you click Request my account data, an email message containing the requested information will be sent to the email address that is stated in your Shared Email Templates account. If the message is missing from your inbox, check your junk email.
If you want to delete your account, click the three dots in the lower-right corner of the add-in pane and select Profile:
Then click the Edit Account icon:
To delete your account, click Delete account and all my details at the bottom of the add-in pane:
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