Create and manage an account

How to create a company or team 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 creating your account, click Sign up:
   
3. Decide which of the two sign-up options suits you best: Sign up with email or Sign up with Microsoft.
   

Sign up with email	Sign up with Microsoft
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.

Note. When you sign up with Microsoft, we do not get access to your Microsoft password.
Note. If you opt for signing up with email and change your mind later on, signing up with Microsoft won't be possible.

Sign in with Microsoft

• Click the Sign in with Microsoft button on the add-in pane in your Outlook:
  
• In the Microsoft dialog that will show up, select your Microsoft work or school account that you want to sign in with.

How to manage a company or team account

Being an admin of a Shared Email Templates company or team account, you can:

• Create user accounts.
• Edit user profiles.
• Assign and change user permissions.
• Delete users from your company or team account.
• Create, encrypt, edit, manage, and close teams.
• Buy and distribute Shared Email Templates subscriptions.
• Rename your company or team account.
• Close your company or team account, along with all the data it contains, including templates.

To perform the above-mentioned operations, you need the Manage Account option that is available to admins 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 Account from the pop-up menu, the Shared Email Templates app will open in your default browser and you'll see your company or team account details.

This is an example of a Shared Email Templates company or team account:

1. Manage Account
   You're on the Manage Account tab.
2. Account Details
   In the Account Details section, you can see your Shared Email Templates subscriptions, the total number of user accounts, and a list of admins.
3. Users
   On clicking Users, you'll get access to a list of users. Learn more →
4. Teams
   A list of teams 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 or team 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 or team account if necessary.
   Note. The deletion of your company or team account will result in the deletion of the user accounts, teams, and templates. It is not possible to restore a deleted account and its data.
7. Subscription
   Under Subscription, you can see subscription plans, the exact number of subscriptions that were bought and distributed, and subscription keys associated with them. You can also check the status of subscriptions (active or expired) and arrange their renewal when needed.
8. Users
   Here you can learn how many user accounts have been created 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. Admins
   Shared Email Templates users having administrative privileges are listed under Admins.

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

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