CoFabri Account Management

Managing Your Profile

How to Access Your Profile

From your app: Look for a "Profile" or "Account Settings" link in your app's menu
Direct access: Your app will redirect you to a secure profile page with your authentication
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