Managing Customers

Is there a way for a customer to add an additional recipient and for me to mark it free of charge after they add it? Or do I need to add the recipient? →
If a customer adds an additional recipient you can change its status at any time to be: free, paid, or inactive. As an operator, you can offer the addition...
Fri, Jun 25, 2021 at 2:16 PM
How can we re-assign a mailbox number? →
To re-assign a mailbox number: Go to the section titled "Customers" Search for the desired user in the search bar Click on the "#" ...
Fri, Jun 25, 2021 at 2:17 PM
What to do if one of my customers is unable to log in to the SphereMail's portal?→
When a customer is unable to log in to the SphereMail portal. Here are some of the steps to take to help them: 1- Ask the customer to use a different brows...
Fri, Jun 25, 2021 at 2:17 PM
How does canceling or deactivating a customer affect billing or their box number?→
When an admin deactivates (cancels) a customer's subscription or access, the customer's status is automatically changed to inactive. As a result, th...
Fri, Jun 25, 2021 at 2:17 PM
Is there a way to delete a mailbox number from an inactive customer's account so it can be reused by a new customer? →
There is currently no way to delete a customer's mailbox number. However, you can change a customer's mailbox number to any other number as a way o...
Thu, Mar 9, 2023 at 10:14 AM
What is an additional recipient and why should I charge for it? →
An additional recipient is a person that's added to a customer's main account. Charging extra for each recipient generates additional revenue for yo...
Fri, Jul 9, 2021 at 7:02 AM
Can I delete a member from the platform? →
No, an operator cannot delete a member from the platform. However, they can be deactivated. Their data will still be stored on the platform, which gives you...
Fri, Jun 25, 2021 at 2:18 PM
I'm still a little unclear on how additional recipients work. It says "joint account", but only the first and last name are provided. Do additional recipients not receive email notifications? →
Additional recipients, currently, do not receive separate email notifications. All notifications are sent to the account holder's attached email address.
Fri, Jun 25, 2021 at 2:24 PM
Is there a way to set a cancellation date to a customer's subscription? For example, if we wanted to require a 30 day termination notice, could we set the last date of a package in advance? →
Yes, there is. To set that up, find the customer needed and click on the deactivation icon: Then you'll see 3 options for the cancellation: Cancel...
Sat, Sep 17, 2022 at 2:34 PM
I cannot login as a user. It prompts me to "re-enter my admin password". What can I do? →
You can log in on behalf of a user from the "Customers" page, and you must log in to the platform using your administrator password.
Fri, Jun 25, 2021 at 2:24 PM