...
- 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 #. In March 2022 Customer # and Pin # activations will be discontinued for security reasons. For more information, click here.
The videos below walk you through how to properly activate PlanSwift.
...
Widget Connector width 640 url https://www.youtube.com/watch?v=CcJau0WcllsJ310Pdk-tXs&feature=youtu.be height 360
...
PlanSwift 10.1 and previous versions:
Effective 11/1/2022 PlanSwift 10.1 and earlier versions require that you activate using a Customer # and Pin #. If you have been using an email to login and you are not upgrading to PlanSwift 10.2, you must contact your administrator to obtain a Customer # and Pin #. If she does not have it, she needs to contact PlanSwift Technical Support to obtain those credentials. Watch this video for version 10.1 and prior.
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
Checking for Updates to PlanSwift:
1. Click on the Help tab on the PlanSwift ribbon-bar menu.
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.
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 below.
2. Enter in your Customer ID.
3. Enter your Pin #.
4. Enter your Email address.
5. Enter your First Name, Last Name,
6. Optional: enter your Address.
7. Click on Create to create your My Account.
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 | ||
|---|---|---|
| ||
If you receive an error message appears telling you that you are not authorized to create an account, you need to have your PlanSwift administrator log into his or her My Account to create an account (see 46039074 below) or have your administrator call PlanSwift Technical Support to create an account. OR
If you receive the message “This email is already in our system. Unable to make a duplicate account”, you must call Technical Support for assistance. OR If you do not receive an email to set up your password, call Technical Support to have them send you a new email. |
...
10. Once a password has been created, you will automatically be logged into My Account.
11. With your My Account set up, you can now activate your PlanSwift software using your email address and password.
If you need further assistance, contact PlanSwift Technical Support.
...
1. Log in to your My Account and click on All Users .
2. Click on New User .
3. Enter the new user’s information and click on Save.
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.
Widget Connector width 640 url https://www.youtube.com/watch?v=CcJau0Wclls&feature=youtu.be height 360
If you need further assistance, contact PlanSwift Technical Supportprevious versions will no longer be able to auto activate using customer # and pin # For more information about this change please see Manually Activating PlanSwift.