CoFabri Account Management

Managing Your Profile

How to Access Your Profile

1. From your app: Look for a "Profile" or "Account Settings" link in your app's menu
2. Direct access: Your app will redirect you to a secure profile page with your authentication
3. URL format: The profile page will look like: https://api.cofabri.com/web/profile/

How to Update Your Information

Step 1: Open Your Profile

• Click on your profile or account settings in your app
• You'll be taken to a secure profile page
  Step 2: Review Your Current Information
• Your current details will be displayed in the form
• You'll see fields for: First Name, Last Name, Email, Phone, Country, Language, and Timezone
  Step 3: Make Your Changes
• Basic Info: Update your name, email, or phone number
• Location: Select your country from the dropdown menu
• Language: Choose your preferred language
• Timezone: Pick your local timezone
• Marketing: Check/uncheck the box for marketing communications
  Step 4: Save Your Changes
• The "Update Profile" button will only be active when you've made changes
• Click "Update Profile" to save
• You'll see a success message when your changes are saved

How to Change Your Email Address

Step 1: Request the Change

• In your profile, enter your new email address
• Click "Update Profile"
  Step 2: Check Your New Email
• A confirmation email will be sent to your new address
• Check your inbox (and spam folder)
  Step 3: Confirm the Change
• Click the confirmation link in the email
• Your email will be updated across all systems
  Important: Your old email stays active until you confirm the new one.

Billing and Payment Management

How to Access Your Billing Portal

Step 1: Go to Your Profile

• Open your profile page as described above
  Step 2: Find the Billing Button
• Look for an "Open Billing Portal" button
• This button will only appear if you have billing information
  Step 3: Access the Portal
• Click the button to open Stripe's secure billing portal
• You'll be redirected to a new page

What You Can Do in the Billing Portal

View Your Subscription

• See your current plan and features
• Check your next billing date and amount
• View your usage information

Manage Payment Methods

• Add a new card: Click "Add payment method"
• Update existing cards: Click on your current card to edit
• Remove cards: Click the remove option for unused cards
• Set default: Choose which card to use first

View Purchase History

• Invoices: See all your past invoices with details
• Payment status: Check if payments were successful
• Subscription changes: View when you upgraded/downgraded
• Refunds: See any refunds you've received

Change Your Plan

• Upgrade: Move to a higher plan with more features
• Downgrade: Switch to a lower plan to save money
• Cancel: Cancel your subscription (continues until billing period ends)

How to Update Payment Methods

Step 1: Open Billing Portal

• Follow the steps above to access your billing portal
  Step 2: Manage Payment Methods
• Look for "Payment methods" or "Billing" section
• Click "Add payment method" for a new card
• Click on existing cards to edit them
  Step 3: Enter Card Information
• Fill in your card number, expiration date, and security code
• Add your billing address if required
• Click "Save" to add the card
  Step 4: Set as Default (Optional)
• Choose which payment method to use first
• You can change this anytime

Account Security

How Email Verification Works

When You Sign Up

• You'll receive a verification email
• Click the link in the email to activate your account
• Your account won't be fully active until verified
  When You Change Your Email
• A new verification email is sent to your new address
• Click the confirmation link to complete the change
• Your old email stays active until confirmed

How to Keep Your Account Secure

Best Practices

• Use strong passwords: Create unique, complex passwords
• Don't share tokens: Never share authentication links with others
• Check your email: Regularly check for security notifications
• Update regularly: Keep your profile information current
  What to Do If You Have Issues
• Can't access profile: Check your internet connection and try again
• Email not received: Check spam folder and verify email address
• Billing portal not working: Contact support if the issue persists
• Payment problems: Check your card details and contact your bank if needed

Getting Help

When to Contact Support

• Can't update profile: After trying the troubleshooting steps
• Billing issues: If payment methods aren't working
• Email problems: If verification emails aren't arriving
• Security concerns: If you notice suspicious activity

What Information to Provide

• Your email address
• Description of what you're trying to do
• Any error messages you see
• Steps you've already tried

Response Times

• Urgent issues: Within 24 hours
• General questions: 2-3 business days
• Feature requests: 1-2 weeks