Managing Account Settings
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Managing Account Settings
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Some sections are avialable to only super users, while other sections are available to normal users with appropriate permissions.
Managing Organization Details
This section is only accessible to super users.
On the Settings page, in the Organization section, you can manage information about your organization, as well as an Annual Plan if applicable.
Ensure that your organization's name and address is accurate and up-to-date since this is used for billing purposes.
Managing your Annual Plan (if applicable)
If you have a current Annual Plan for elections on your Simply Voting account, or if you have had a plan expire, you can manage your plan on the Settings page inside the Organization Details section.
Annual Plans are designed for customers who run multiple voting events over the course of a year’s time for the same voting body. Some customers may simply require an annual purchase of one Single Election credit, if only a single yearly voting event is anticipated.
Depending on how much time is remaining on your Annual Plan, you will have the option to either Upgrade or to Renew your plan.
| Upgrading your Plan | Renewing your Plan |
|---|---|
| Upgrading allows you to add more elector capacity to your current existing plan through a purchase, so you can run elections with a larger electorate size. | Renewing allows you to purchase a new annual plan, either for the same capacity of electors if desired, or for a new capacity of electors if more or less are needed. |
In either case, simply adjust your plan capacity as necessary, and proceed to checkout to complete your purchase via credit card. Once successful, you will receive a green Success Message.
If you would rather pay by check or bank transfer, please contact support to request an invoice. If you have any questions about your Annual Plan or how to request a quote for one, or questions about Single Election credits, or other billing related matters, don’t hesitate to get in touch with Simply Voting staff.
Accessing Billing
This section is only accessible to super users.
Your Simply Voting account contains your invoice purchase history. To access your billing history, navigate to the Settings page and locate the Billing section.
Once there, you will find a listing of all invoices along with other pertinent information, like: Status, Number, Issue Date, Due Date, Total and Currency.
Invoices can have:
- Open status, which indicates the invoice has not yet come due.
- Past Due status, which indicates the invoice was not paid prior to its due date.
- Paid status, which indicates that invoice has been successfully paid.
For Single Election Credits or Annual Plans that are purchased self-service through the Voting System, such purchases generate Paid invoices and are available as receipts instantly.
If Simply Voting staff manually create an invoice for Single Election Credit or an Annual Plan, or for any other additional Premium Features or Premium Services, such purchases generate Open invoices.
Paying Online and Accessing Invoice Details
For some Open and Past Due statuses, a Pay Online button in the Action column may appear. This button will take you to the payment page. Simply fill out the required information and click the Process button to complete your purchase via credit card. Simply Voting does not store your credit card number.
No Pay Online button?
If you are unable to pay online, it may be due to the size of your purchase requiring a special processing fee. Customers can always pay by check or bank wire without additional credit card processing fees. Please contact support if you have any questions.
Upon successful payment, you will receive a green Success Message.
To access the details for any invoice purchase, use the Download button in the Action column. This generates a .PDF download with additional invoice information, as well as instructions on how to pay by check.
Accessing Account Log
The account log is an important audit trail of all significant activity related to your Simply Voting account. It can be useful to monitor the activity related to users within the account.
Inside the account log, you will find log entries related to individual user logins, password resets, user creations, user deletions, when a user is updated, and when a users enables or disables two factor authentication.
All records have a timestamp, the IP address, and the username associated with a given activity.
