How to manage a company account

In Shared Email Templates for Outlook

Creating a company account is a structured approach to managing users, teams, and subscriptions.

• How to create and register your company's account
  • Sign up with email
  • Sign up with Microsoft (for Global Administrators)
• What's there in a company account

How to create and register your company's account

1. If you've already added Shared Email Templates to your Outlook, run the add-in.
2. You'll see the Shared Email Templates pane. To start the registration process, click Sign up:

3. Decide which of the two sign-up options suits you best: Sign up with email or Sign up with Microsoft.

Note. Choose the Sign up with Microsoft option for creating a company account only if you're a Global Administrator in your Microsoft 365 organization and want to create an organization-wide Shared Email Templates account using your Microsoft 365 global administrator account.
Note. If you opt for signing up with email and change your mind later on, signing up with Microsoft won't be possible.

Sign up with email

• Click Sign up with email:

• Here you can choose which account to create: a company account or a personal one. The differences between them are as follows:

  Personal account	Company account
  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'd like to create a personal account, switch to the Personal tab and, if needed, refer to the instructions available on the How to create and manage a personal account help page.

  If you want to proceed with creating a company account, fill in all the fields in the registration form that the Company Account tab contains, read the Terms of use and Privacy policy, confirm that you accept them, and click Sign up:

  

Your Shared Email Templates company account is ready to operate. Easily manage users, teams, and subscriptions via the Manage Company option.

Sign up with Microsoft (for Global Administrators)

• Click Sign up with Microsoft:

• Use a Microsoft dialog window that will appear to sign in to your global administrator account.
• Grant the requested permissions by clicking the Accept button:

• Check and, if necessary, change data in the Company account name and Number of trial users fields in the Shared Email Templates sign-up form. Read and accept the Terms of use and Privacy policy. Then click the Sign up button:

The company account is created. Now you can manage your Shared Email Templates users, teams, and subscriptions via the Manage Company option.

If you don't have Shared Email Templates in your Outlook yet, find detailed instructions on how to install the add-in on this help page.

What's there in a company account

Being a company administrator, you can:

• Create users' accounts.
• Edit users' profiles.
• Assign and change users' permissions.
• Delete users' accounts.
• Create, encrypt, edit, manage, and close teams.
• Purchase and distribute Shared Email Templates subscriptions.
• Change the name of your company's account.
• Delete your company's account, along with all the data it contains, including templates.

To perform the above-mentioned operations, you need the Manage Company option that is available to company administrators only. To access it, click the three dots in the lower-right corner of the Shared Email Templates pane:

As soon as you select Manage Company from the pop-up menu, your company's account will open in your default browser.

This is an example of a company account:

1. Manage Company
   You're in the Manage Company view mode.
2. Account Details
   In the Account Details section, you can see the company's Shared Email Templates subscriptions, the total number of users whose accounts were created via the company account, and a list of company administrators.
3. Users
   On clicking Users, you'll get access to a list of users. Learn more →
4. Teams
   A list of teams created via the company account and detailed information on team members, including their roles (User or Editor) and subscriptions, are available here. Learn more →
5. Rename Account
   If you need to change the name of your company's account, go to Account Details and click Rename Account.
6. Close Account
   The Close Account option is there to make it possible for you to delete your company's account if necessary.
   Note. The deletion of your company's account will result in the deletion of your company's user accounts, teams, and templates.
7. Subscription
   Under Subscription, you can see subscription plans that the company chose, the exact number of subscriptions that were bought and distributed, and subscription keys associated with them. You can also check the status of your company's subscriptions (active or expired) and arrange their renewal when needed.
8. Users
   Here you can learn how many user accounts have been created by the company's administrator(s) by now.
   Note. Licensed users' subscriptions are active. Unlicensed users are those whose subscriptions have already expired and need to be renewed.

   To see users' data, click View.

9. Company administrators
   Shared Email Templates users having administrative privileges are listed under Company administrators.

   To include a person on the list of company administrators, click the Add Administrator button:

   Tip. You can also give admin rights using the Add Administrator icon at the top of the Shared Email Templates pane:
   

   If it's necessary to take away the admin rights that were granted previously, click the icon marked in the screenshot below:
   

See also

Manage users via a company account
Manage teams via a company account
Manage your company's Shared Email Templates subscriptions