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HelpSpot Account Management
1. Account Management
1.1. Do you have a Resellers Program?
At this time we do not have a resellers program. However we do have a partner program. You can find the details on this program here https://www.helpspot.com/partner In addition, we do have many consultants who suggest HelpSpot to their customers, and charge service fees on setup, upgrades, & customization.
1.2. Who receives the HelpSpot license file email (and how do I update who receives it)?
Applies to: self-hosted HelpSpot · store account members and license delivery
When you renew your subscription or change the number of agent licenses, UserScape emails an updated license file. HelpSpot Cloud accounts are updated automatically and do not need the file.
Who gets the email
The license file is sent to every member of your HelpSpot store organization who has the product email preference turned on. It is not tied to a single owner or billing contact, and it is separate from where invoices are sent.
To change who receives it
- Log in at store.helpspot.com.
- Click the organization name drop-down in the top bar and choose Organization Settings.
- Scroll down to the Members section.
- Under Email Preferences, check or uncheck the options for each member. Members with the product email option checked receive the license file.
If the person isn't listed yet, add them first. See Adding A User To Your Organization.
Getting the file without waiting for an email
Any member of your store organization can log in at store.helpspot.com and download the current license file at any time.
Applying it
Upload the file in your HelpSpot install under Admin, as described in Installing A New License File.
1.3. How do I purchase additional licenses?
You can purchase additional licenses at any time. Simply go to HelpSpot's store and log in with your email address. A login link is emailed to you.
Once the transaction is completed and the PO or payment has been received, HelpSpot Cloud customers will have the new license automatically applied to their HelpSpot instance. If your account is self-hosted, the new license file is emailed to every member of your store organization who has the product email preference turned on, and can also be downloaded any time from store.helpspot.com. This license must be uploaded into your installation before the changes are reflected. See Who receives the HelpSpot license file email, and how to add someone.
To upload your license file:
- Save the license file to your local machine.
- In HelpSpot, go to Admin and find the Upload a New License box.
- Click Choose File, select the license file, and click Open.
Full steps: Installing A New License File.
1.4. Adding A User To Your Organization
Adding team members to your HelpSpot store account allows your colleagues to manage subscriptions, view invoices, and update billing information. This guide provides a step-by-step walkthrough of the invitation process.
Adding a New User to Your Organization
1. Access the Store Portal
Navigate to store.helpspot.com and log in.
2. Navigate to Organization Settings
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Locate the Organization Selector in the top bar then Select Organization Settings
3. Send the Invitation
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Scroll down the page until you reach the Add Member section.
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In the provided field, enter the email address of the person you wish to add.
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Click the Add button.
What Happens Next?
Now that the team member has been added they can go to https://store.helpspot.com and generate an email to login for the first time.