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Account & Subscription Management

This guide covers everything you need to know about managing your Yesware account, subscription, team roles, and preferences.

Understanding Account Roles​

Yesware offers various account roles with specific permissions:

Account Manager​

The Account Manager serves as the primary administrator. They have full access to manage the account, including:

  • Creating and managing teams
  • Promoting users to administrative roles
  • Sharing templates across the team
  • Adding new users to the account

Billing Manager​

The Billing Manager is responsible for account-related communications, including:

  • Receiving order receipts and account change notifications
  • Acting as the main contact for subscription renewals

These roles help streamline account management and ensure appropriate access and communication within Yesware.

Managing Your Subscription​

Subscription Plans​

Yesware offers multiple subscription tiers with different features and limits. For a complete list of features and limits by plan, please refer to our pricing table.

Updating Seats for Renewal​

In order to adjust the number of seats on your account for your upcoming renewal, please visit your User Administration Page.

From here, click Update Seats at Renewal, and adjust seats as necessary. This will ensure that the correct number of seats are renewed and you are not charged for additional seats you don't intend to use.

Downgrading or Canceling​

Per our terms and conditions, early cancellations, downgrades, or seat reductions are not permitted during the active term of your subscription.

Plans are set to auto-renew by default. If you disable auto-renew, your subscription will remain active until the end of the current term and will not renew afterward.

To review your current plan details, please contact your account representative.

Email Preferences​

To manage your email preferences, click here.

Please enter your email address and check the boxes of the communications you would like to receive. Then click the "Save Preferences" button.

Okta Integration​

Yesware does not provide an integration with Okta, but many Yesware customers use Okta (and other SSO systems) successfully. Yesware's primary authentication method is via OAuth to either Google or Microsoft. Typically, once a user is authenticated with Okta, they will also be authenticated with Google or Microsoft, and will be able to log in to Yesware without issue, however, user provisioning/de-provisioning within Yesware will have to be done manually, as it is not integrated with Okta.

Frequently Asked Questions​

What are the account roles in Yesware?​

Yesware offers two primary account roles:

Account Manager - The primary administrator with full access to manage the account, including creating teams, promoting users to administrative roles, sharing templates, and adding new users.

Billing Manager - Responsible for account-related communications, receiving receipts and notifications, and acting as the main contact for subscription renewals.

Can I downgrade my subscription?​

Per our terms and conditions, early cancellations, downgrades, or seat reductions are not permitted during the active term of your subscription.

Plans are set to auto-renew by default. If you disable auto-renew, your subscription will remain active until the end of the current term and will not renew afterward.

To review your current plan details, please contact your account representative.

How do I update seats for renewal?​

In order to adjust the number of seats on your account for your upcoming renewal, please visit your User Administration Page.

From here, click Update Seats at Renewal, and adjust seats as necessary. This will ensure that the correct number of seats are renewed and you are not charged for additional seats you don't intend to use.

How do I manage my email preferences?​

To manage your email preferences, click here.

Please enter your email address and check the boxes of the communications you would like to receive. Then click the "Save Preferences" button.

Does Yesware integrate with Okta?​

Yesware does not provide an integration with Okta, but many Yesware customers use Okta (and other SSO systems) successfully. Yesware's primary authentication method is via OAuth to either Google or Microsoft. Typically, once a user is authenticated with Okta, they will also be authenticated with Google or Microsoft, and will be able to log in to Yesware without issue, however, user provisioning/de-provisioning within Yesware will have to be done manually, as it is not integrated with Okta.

Does Yesware have an affiliate program?​

Yes! If you are interested in learning more about our Affiliate Program, please follow the link below!

Learn about Yesware's Affiliate Program.

What are Yesware's email limits?​

Yesware does not impose any restrictions on the number of daily emails you can send. However, the limit on the number of emails is determined by your email provider (either Google or Microsoft).

Please note, We do have a monthly limit on the number of contacts you can add to email campaigns created through Yesware. These limits are based on your subscription plan.

For a complete list of features and limits by plan, please refer to our pricing table.