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PlanSwift has recently changed the activation procedure for its software. This change became mandatory on January 15, 2019. In a few cases, you may need to contact PlanSwift Technical Support; they will be happy to assist you.
- If you are using PlanSwift 10.2 and newer releases, activation requires you to use an email and password.
- If you are using PlanSwift 10.1 and previous releases, activation requires you to use a Customer # and Pin #.
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Checking for Updates to PlanSwift:
1. Click on the Help tab on the PlanSwift ribbon-bar menu (Figure 1).
2. Click on Check for Updates in the Licensing Group to open the Automatic Update window.
3. Clicking on Next start and completes the update process.
Figure 1
Setting up your PlanSwift "My Account"
To set up your My Account, follow these steps:
1. Click on My Account link to open the window shown in Figure 2 below.
2. Enter in your Customer ID.
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7. Click on Create to create your My Account (see Figure 3).
Figure 3
8. If you receive the message “A new user has been created!,” then an email has been sent to your email address. Proceed to step 9.NOTE:
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If you receive an |
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error message appears telling you that you are not authorized to create an account |
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, |
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you |
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need to have your PlanSwift administrator log |
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into his or her My Account to create an account (see 46039074 below) or |
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have your administrator call PlanSwift Technical Support to create an account. OR
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If you receive the message “This email is already in our system. Unable to make a duplicate account” |
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, |
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you must call Technical Support for assistance. OR |
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If you do not receive an email to set up your password, call Technical Support to have them send you a new email. |
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Figure 4
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9. Go to your email, click on the provided link, and set up your password as shown in Figure 6below.Anchor Steps 9-11 Steps 9-11
Figure 6
10. Once a password has been created, you will automatically be logged into My Account (see Figure 7).
Figure 7
11. With your My Account set up, you can now activate your PlanSwift software using your email address and password.
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1. Log in to your My Account and click on All Users (Figure 8).
Figure 8
2. Click on New User (Figure 9).
Figure 9
3. Enter the new user’s information and click on Save (Figure 10).
Figure 10
4. The new user will receive an email to set up a password and then will perform steps 9 through 11 in Setting Up My Account (above)to activate PlanSwift.
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