Customer resource center for managing your Mothernode subscription

Customers have the ability to manage their own subscriptions, editions and billing preferences. Some of these features may not be available to customers who have term contracts.

Have additional questions? Our customer service lines are open 8 a.m.- 6 p.m. CST, Mondays-Fridays, excluding holidays. For immediate service, contact us at during business hours at  1-800-928-6055 

  • Changing your credit card information
  • Changing your CRM Edition
  • Changing the number of subscribers in your account
  • Adding users
  • Removing users
  • Canceling your Mothernode Account

Changing your credit card information

Follow these steps to update the credit card used for billing in your Mothernode Account. You must have Administrative access to manage subscriptions.

  1. Login to your Mothernode CRM account
  2. Click Manage Subscriptions
  3. Click the Billing Information tab
  4. Update your credit card
  5. Click Update Billing

 

Changing your CRM Edition

You can change, upgrade or downgrade your CRM edition at any time. When downgrading, be sure to familiarize yourself with the editions available to make sure you don’t lose critical functionality. You must have Administrative access to manage subscriptions.

  1. Login to your Mothernode CRM account
  2. Click Manage Subscriptions
  3. Click the Subscriptions Tab
  4. Select the Edition you want to change your subscription to from the colored columns
  5. Click Update Subscription

 

Changing the number of subscribers in your account

You can increase or decrease the number of user subscriptions in you account at any time. The number of seats you have reflects the number of unique users that can access your Mothernode account. Before adding any users you will need to make sure the correct number of seats are available. You must have Administrative access to manage subscriptions.

  1. Login to your Mothernode CRM account
  2. Click Manage Subscriptions
  3. Click the Subscriptions Tab
  4. Adjust the number of users
  5. Click Update Subscription

 

Adding Users

You can have as many users as you want, just as long as you have the necessary number of users in your subscriptions. You must have Administrative access to manage subscriptions.


IMPORTANT: REMOVING USER ACCOUNTS WILL NOT LOWER YOUR SUBSCRIPTION. MAKE ADJUSTMENTS TO YOUR SUBSCRIPTION IN THE MANAGE SUBSCRIPTIONS MODULE TO REDUCE THE NUMBER OF SUBSCRIBERS ON YOUR PLAN.


  1. Login to your Mothernode CRM account
  2. Click Administration
  3. Click the User Accounts Tab
  4. Click New
  5. Complete the user profile. Each user must have a unique email address.
  6. Click Save
  7. Click Dispatch User Login (This process will enable the user to select their password)

 

Removing Users

You can have as many users as you want, just as long as you have the necessary number of users in your subscriptions. You must have Administrative access to manage subscriptions.


IMPORTANT: REMOVING USER ACCOUNTS WILL NOT LOWER YOUR SUBSCRIPTION. MAKE ADJUSTMENTS TO YOUR SUBSCRIPTION IN THE MANAGE SUBSCRIPTIONS MODULE TO REDUCE THE NUMBER OF SUBSCRIBERS ON YOUR PLAN.

 


  1. Login to your Mothernode CRM account
  2. Click Administration
  3. Click the User Accounts Tab
  4. Click the user you want to delete to access their record
  5. Click Delete at the bottom left of the record

 

Canceling your Mothernode CRM Account

You can cancel your Mothernode account at any time, unless you are subscribed to a term agreement. Administrators can cancel their accounts by following these steps. You must have Administrative access to manage subscriptions.


WARNING: ONCE THE PROCESS OF CANCELING YOUR ACCOUNT IS COMPLETE YOU WILL NO LONGER BE ABLE TO ACCESS YOUR MOTHERNODE CRM ACCOUNT AND ALL USERS WILL BECOME DISABLED.


  1. Login to your Mothernode CRM account
  2. Click Manage Subscriptions
  3. Click the Cancel (Bottom left of screen)
  4. Follow the onscreen instructions and type the word CANCEL
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