Before you get started, bear in mind that each Group can only have one Group owner, and the role cannot be transferred to another person within the Group.
Log in to your dashboard
Click You or Menu > Start a Group
Select the plan you'd like for your Group, Mix & Match or Everyone Unlimited
Enter the email address of the existing SMARTY account you'd like to add to your Group, or invite a brand new account, either by sending them a SIM in the post or sending them an invitation to order a SIM themselves.
You'll be asked to read and accept the T&C's
Send the invitation! 📨
Next steps:
📬 If you've sent out SIMs to new members, they should get this within 2 days from dispatch. Find out more about SIM deliveries here.
📩 We'll email you with a confirmation of your plan, payment details and members when they set up and activate their service. If you've invited existing SMARTY customers to your Group, they'll need to accept their invite before they are added.
🔎 When everything is set up, you’ll have access to your new Group account. You'll be able to switch accounts to toggle a view of your Group accounts. Simply click on a name to switch and navigate between accounts and manage your members.
Tips! 💭
If you've picked the Everyone Unlimited plan, the day you start your Group will become your renewal date each month. This is when you'll pay for everyone's plans in one payment. So pick a date that best suits you, as this cannot be changed.
Nickname accounts cannot leave the Group or become a standalone account. So make sure you only set this up for users who don't need their own account access.