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What is an Account Owner?

Account & Misc.June 19, 2013

Account Owner is the only person who has access to billing information. Only account owners can cancel the account, or delegate account ownership to another user. The person who originally creates the Annelite account automatically becomes the account owner.

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What happens with user data if I delete a user?

Account & Misc.June 19, 2013

All information in Annelite is user-independent. If you delete a user, all messages, contacts, activities and files will remain intact.

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How does the risk-free 14-day trial work?

Account & Misc.June 19, 2013

During the risk-free 14-day trial period, you get to try the system before you decide to become a paying customer. Trial accounts get the same set of features and excellent support that Annelite is famous for. We will ask you to provide credit card information only if you decide to continue the service after the…

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Is there a long-term contract or commitment?

Account & Misc.June 19, 2013

No, never. All Annelite plans are month-to-month. You can cancel your account at any time, and your credit card will not be charged again, however we cannot refund payments you made prior to cancellation.

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How do I upgrade or downgrade my account?

Account & Misc.June 19, 2013

You can downgrade at any time by going to Account Dashboard > Billing and selecting a new plan. A prorated upgrade fee will be charged to the credit card we have on file. If you downgrade, the new plan pricing will become effective on your next billing date. We can not provide prorated refunds for…

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How do I cancel my account?

Account & Misc.June 19, 2013

You can cancel your account at any time by going to Account Dashboard and clicking Cancel. For your own protection, we can not accept cancellation requests via email.

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Do you provide refunds?

Account & Misc.June 19, 2013

We can not provide refunds. All accounts come with a risk-free 14-day trial, no credit card required, so you can try before you decide to buy. You can cancel your account at any time before your next billing date, and your credit card will not be charged again, but you are responsible for the charges…

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Do you offer nonprofit or educational discounts?

Account & Misc.June 19, 2013

While we don’t have specific discounts for nonprofits or educational organizations, we do offer two months of free service when you sign up for 12 months or more. Contact us for details.

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Can I make a payment by check, bank wire or PayPal?

Account & Misc.June 19, 2013

We accept payment by check, bank wire transfer or PayPal for subscriptions of 12 months or more. You will also get two months of free service. Contact us for details.

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How do I suggest a new feature idea?

Account & Misc.June 19, 2013

Our development is driven by your ideas and feedback. We created a special forum where you can submit new ideas and vote for the existing ideas suggested by us or other users. Ideas that get the most votes float to the top. http://annelite.uservoice.com/forums/12387annelitefeatureideas

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What precautions are taken to keep my data safe and secure?

Account & Misc.June 19, 2013

We know that your customer data is one of your most valuable assets. We apply the best practices in physical and procedural security to keep your information safe: 128-bit SSL encryption protects your data as it travels between our servers and your browser. The same encryption is used by leading online banks. Annelite’s state-of-the-art application…

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How do permissions work?

Account & Misc.June 19, 2013

Permissions in Annelite are set by departments. Admins can create, edit, and delete users, as well as assign users to departments. Users have access only to those departments which admins assign them to. Within a department, users can view each other’s messages, notes and files, calendar events as well as view, edit and delete contact…

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