On this page:
Setting up your own 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.
Notes
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 Licensing PlanSwift (Activation)#How an Administrator Creates a New User 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.
9. Go to your email, click on the provided link, and set up your password as shown below.
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.
How an Administrator Creates a New User
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.
If you need further assistance, contact PlanSwift Technical Support.