Create a Developer Account

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Overview

To start building with Smartbills API, you’ll need to create a developer account. This guide walks you through the process step by step.

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Step 1: Sign Up for Smartbills

If you don’t already have a Smartbills account, you’ll need to create one first.

1. Visit app.smartbills.io/register
2. Choose your account type:
   • Personal - For individual users
   • Business - For companies and organizations
3. Fill in your information:
   • Email address
   • Password (minimum 8 characters)
   • First and last name
   • Country/Region
4. Accept the Terms of Service and Privacy Policy
5. Click Create Account

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Step 2: Verify Your Email

After signing up, you’ll receive a verification email:

1. Check your inbox for an email from Smartbills
2. Click the Verify Email link
3. You’ll be redirected to the Smartbills dashboard

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Step 3: Complete Your Profile

Once your email is verified, complete your profile:

1. Navigate to Settings → Profile
2. Add additional information:
   • Phone number (optional but recommended)
   • Company name (for business accounts)
   • Address
   • Time zone
   • Preferred currency
3. Upload a profile picture (optional)
4. Click Save Changes

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Step 4: Enable Developer Mode

To access developer features and API keys:

1. Navigate to Settings → Developer
2. Read and accept the Developer Terms
3. Click Enable Developer Mode
4. You’ll now see the Developer dashboard

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Step 5: Create Your First Business (Optional)

While not required for API access, creating a business allows you to test the full range of features:

1. Click + New Business in the sidebar
2. Enter your business information:
   • Business name
   • Industry/Category
   • Currency (e.g., USD, CAD, EUR)
   • Time zone
   • Fiscal year start month
3. Click Create Business

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Developer Dashboard

Your developer dashboard provides access to:

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API Keys

Generate and manage API keys for authentication.

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Webhooks

Configure webhook endpoints to receive real-time notifications.

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API Usage

Monitor your API usage and rate limits.

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Logs

View API request logs and debug issues.

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Documentation

Quick access to API reference and guides.

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What’s Next?

Now that your developer account is set up, you can:

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Account Types and Limits

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Free Plan

• Up to 50 API requests per hour
• 500 expenses per month
• Basic support

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Professional Plan

• Up to 1,000 API requests per hour
• Unlimited expenses
• Priority support
• Webhook support

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Enterprise Plan

• Custom rate limits
• Unlimited expenses
• Dedicated support
• SLA guarantees
• Custom integrations

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Security Recommendations

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Enable Two-Factor Authentication (2FA)

Protect your developer account with 2FA:

1. Navigate to Settings → Security
2. Click Enable Two-Factor Authentication
3. Scan the QR code with your authenticator app
4. Enter the verification code
5. Save your backup codes

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Set Up Account Recovery

Configure account recovery options:

1. Add a recovery email address
2. Add a recovery phone number
3. Save your recovery codes in a secure location

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Review Login Activity

Regularly check your login history:

1. Navigate to Settings → Security → Login History
2. Review recent logins
3. Report any suspicious activity

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Team Management

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Invite Team Members

Add developers to your account:

1. Navigate to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Assign a role:
   • Developer - Can create API keys and webhooks
   • Admin - Full account access
   • Viewer - Read-only access
5. Click Send Invitation

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Manage Permissions

Control what team members can access:

• API Keys - Create and revoke API keys
• Webhooks - Configure webhook endpoints
• Billing - View and manage billing
• Settings - Modify account settings

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Troubleshooting

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Can’t Verify Email?

If you don’t receive the verification email:

1. Check your spam folder
2. Verify the email address is correct
3. Request a new verification email from the login page
4. Contact [email protected] if issues persist

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Developer Mode Not Available?

Developer mode may not be available if:

• Your email is not verified
• Your account is suspended
• You’re in a restricted region

Contact support for assistance.

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Forgot Password?

To reset your password:

1. Go to app.smartbills.io/login
2. Click Forgot Password?
3. Enter your email address
4. Check your email for reset instructions
5. Create a new password

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Support

Need help setting up your account?

• Email: [email protected]
• Documentation: docs.smartbills.io
• Community: community.smartbills.io
• Status: status.smartbills.io

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Next Steps