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Installing Carbonite and Activating an Account

  • This article is for Windows and Mac

Once a purchase has been completed, you will be able to activate your customer's account and install Carbonite on their computer.

I am the account administrator

If you chose to be the account administrator for your customer's account, follow these instructions to install Carbonite on their computer:

  1. Sign into your Portal account at https://portal.carbonite.com.
  2. Navigate to the Accounts tab and select your customer's account from the list.
  3. Within their account Dashboard, you will see an option to install Carbonite.
  4. Follow the on-screen instructions to complete the install process.
If you opted to allow the Safe Backup Pro customer to manage their own account, they would receive an email with instructions for downloading Carbonite.

The customer is the account administrator

If the customer is managing their own account, they would receive email instructions to activate their account. We have included detailed instructions for the account registration process.

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Account Registration for New Safe Customers

Locate the account registration email sent to your customer. Open it and click Complete registration.

Customer email: Complete registration

If your customer has already installed Carbonite, on the next screen they will be required to enter either their Carbonite serial number (PC or Mac) or their computer name.

Customer Portal: Enter Carbonite Serial Numnber or Computer Name
If you need assistance locating either information, click the ? (Question mark) icon next to each respective field.

After entering the requested information, click Submit to proceed.

Customer Portal: Click Submit

On the following screen, your customer will be required to create account information such as a password and security questions. If your customer did not install Carbonite prior to entering the registration flow, they will be routed directly to the screen below after clicking Complete Registration. After entering all the required information, click Submit.

Customer Portal: Enter account information

Your customer will be directed to their account Portal. A message will be displayed at the top of the page, confirming the successful completion of their account registration.

Customer Portal: Congratulations, your Carbonite account is complete.

You will now be able to view your customer's subscription information within the Accounts tab of your Partner Portal.

Account Registration for New Safe Backup Pro Customers
If you chose to be your customer’s account administrator during the purchase process, their account would automatically be created in your Partner Portal and visible in the Accounts tab. The customer will not receive any account-related email communications from Carbonite. However, if you chose to allow the customer to manage their account, they will receive an account registration email.

Locate the account registration email sent to your customer. Open it and click Complete registration.

On the next screen that appears, your customer will be required to create account information such as a password and security questions. After entering all the required information, click Continue.

Customer Portal: Enter Personal Information

Your customer will be directed to their account Portal, indicating their account registration has successfully been completed.

Customer Portal: Backup Dashboard

You will now be able to view your customer's subscription information within the Accounts tab of your Partner Portal.

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