Account Settings and Profile Management in BreezeDoc

BreezeDoc provides comprehensive account settings to customize your profile, manage your plan, configure integrations, and control your account preferences. This guide covers all settings areas and how to update your account information.

Accessing Account Settings

To access your account settings:

  1. Log in to your BreezeDoc account.
  2. Click your profile icon or username in the top navigation bar.
  3. Select Settings from the dropdown menu.
  4. You'll see five settings sections: Account, Teams, Plan, Integrations, and Payments.

Settings Sections Overview

Account Settings

Manage your personal profile information, timezone, language preferences, and custom branding.

Teams

Create and manage team workspaces, invite members, and assign roles (Agency plan only).

Plan

View your current subscription plan, document usage, and upgrade options.

Integrations

Connect BreezeDoc with third-party services like Google Drive, Stripe, and PayPal.

Payments

Manage payment methods and billing settings for invoicing features.

Prerequisites

  • Account: Active BreezeDoc account
  • Access: Logged in as the account owner
  • Email verification: Required for email changes
  • Plan features: Some settings require Pro or Agency plans

Account Profile Settings

Updating Your Name

  1. Go to Settings ➜ Account.
  2. Find the Name field at the top of the page.
  3. Update your name (displayed on sent documents and emails).
  4. Click Save changes at the bottom of the page.

Note: Your name appears in email notifications to recipients and on document signing pages.

Changing Your Email Address

BreezeDoc uses a secure two-step verification process for email changes:

  1. Go to Settings ➜ Account.
  2. Update the Email field with your new email address.
  3. Click Save changes.
  4. You'll see a warning message: "Please check the inbox of [new-email] to confirm this change."
  5. Check your new email inbox for a confirmation email from BreezeDoc.
  6. Click the confirmation link in the email.
  7. Your email address will be updated and verified.

Security Features:

  • Token verification: Email change requires unique confirmation token
  • Duplicate prevention: Cannot use an email already registered to another account
  • No immediate change: Email is not updated until you confirm via the link
  • Login with old email: Continue using your old email until confirmation completes

Code Reference: Email change logic is in app/Http/Controllers/AccountController.php:114-138 .

Setting Your Timezone

  1. Go to Settings ➜ Account.
  2. Find the Your timezone dropdown.
  3. Select your timezone from the list (all standard PHP timezones available).
  4. Click Save changes.

Impact: Timezone affects how document timestamps are displayed in activity logs and email notifications.

Plan Requirement: Custom logo upload requires Pro or Agency plan.

  1. Go to Settings ➜ Account.
  2. Scroll to the Logo section.
  3. If you have Pro or Agency plan, you'll see a file upload field.
  4. Click Choose File and select a PNG image (max 2MB).
  5. Click Save changes.

Logo Requirements:

  • Format: PNG only
  • Max size: 2MB (2048 KB)
  • Automatic scaling: Images are scaled down to 600px width automatically
  • Storage: Stored in secure cloud storage

Where Your Logo Appears:

  • Recipient-facing email notifications
  • Document signing pages
  • Completed document emails

Code Reference: Logo processing is in app/Http/Controllers/AccountController.php:54-62 .

If you have a logo uploaded:

  1. Go to Settings ➜ Account.
  2. In the Logo section, you'll see your current logo thumbnail.
  3. Click the Remove Logo button next to the thumbnail.
  4. Your logo will be deleted immediately.

Note: Removing your logo reverts to default BreezeDoc branding on emails and signing pages.

Changing Language Preference

  1. Go to Settings ➜ Account.
  2. Scroll to the Language dropdown.
  3. Select your preferred language from available options.
  4. Click Save changes.

Available Languages:

  • English
  • Danish
  • French
  • German
  • Italian
  • Polish
  • Spanish

Important: Language setting applies to recipient-facing document pages, not your dashboard interface. Recipients see field labels, buttons, and instructions in the selected language.

Code Reference: Language options are in config/languages.php .

Plan and Usage Management

Viewing Your Current Plan

  1. Go to Settings ➜ Plan.
  2. You'll see:
    • Plan name: Your current subscription tier (Free, Pro, Agency, or AppSumo tier)
    • Trial status: If you're on an Agency trial, it's indicated here
    • Documents sent this month: Usage counter with visual progress bar
    • Monthly limit: Total documents allowed on your plan (10 for Free, 20 for Pro, Unlimited for Agency)

Tracking Document Usage

The Plan page shows your monthly document usage with a visual progress bar:

  • Current count: Number of documents sent this billing period
  • Monthly allowance: Total documents included in your plan
  • Progress bar: Visual representation of usage percentage
  • Reset date: Counter resets on the first day of each month

Code Reference: Usage calculation is in app/Models/User.php:336-353 .

Upgrading Your Plan

If you're on a Free or Pro plan:

  1. Go to Settings ➜ Plan.
  2. Click the Upgrade link next to your current plan name.
  3. You'll be redirected to the pricing page.
  4. Choose Pro ($19/month) or Agency ($49/month).
  5. Complete the checkout process.

Upgrade Benefits:

  • Pro Plan: 20 docs/month, reminders, API access, custom email templates
  • Agency Plan: Unlimited docs, teams, white-label branding, all features

Password Management

Changing Your Password

BreezeDoc does not have a password change option in Settings. Instead, use the password reset flow:

  1. Log out of your account.
  2. Go to the Login page.
  3. Click Forgot password?
  4. Enter your email address.
  5. Check your email for a password reset link.
  6. Click the link and set a new password.

Alternative method (while logged in):

  1. Open a private/incognito browser window.
  2. Go to BreezeDoc login page.
  3. Click Forgot password?
  4. Enter your account email.
  5. Follow the password reset email instructions.
  6. Your password will be updated without logging out.

Code Reference: Password reset routes are in routes/auth.php:27-39 .

Integrations Settings

Google Drive Integration

Connect your Google account to import PDFs directly from Google Drive:

  1. Go to Settings ➜ Integrations.
  2. Find the Google Drive section.
  3. Click Connect Google Drive.
  4. Authorize BreezeDoc to access your Google Drive.
  5. Once connected, you can import PDFs when creating documents.

Stripe Integration

Connect Stripe to accept payments for invoices:

  1. Go to Settings ➜ Integrations.
  2. Find the Stripe Connect section.
  3. Click Connect Stripe.
  4. Complete Stripe OAuth authorization.
  5. Your invoices will now include Stripe payment links.

PayPal Integration

Connect PayPal as an alternative payment method:

  1. Go to Settings ➜ Integrations.
  2. Find the PayPal section.
  3. Click Connect PayPal.
  4. Authorize BreezeDoc to access your PayPal account.
  5. Customers can pay invoices via PayPal.

API Access

Plan Requirement: API access requires Pro or Agency plan.

  1. Go to Settings ➜ Integrations.
  2. Find the API Access section.
  3. Click Generate API Token to create a personal access token.
  4. Copy and save the token securely (shown only once).
  5. Use the token for API authentication in your integrations.

Payments Settings

Managing Payment Methods

  1. Go to Settings ➜ Payments.
  2. View connected payment accounts (Stripe, PayPal).
  3. Add or remove payment methods.
  4. Configure default payment processor for invoices.

Team Settings

Plan Requirement: Team features require Agency plan.

Creating a Team

  1. Go to Settings ➜ Teams.
  2. Click Create Team.
  3. Enter a team name.
  4. Click Save.

Inviting Team Members

  1. Go to Settings ➜ Teams.
  2. Select your team.
  3. Click Invite Member.
  4. Enter member email and select role (Admin or Member).
  5. Click Send Invitation.

Managing Team Roles

  • Admin: Full access to team documents, templates, and settings
  • Member: Can create and send documents, limited settings access

Best Practices for Account Management

Security Best Practices

  • Use strong passwords: Minimum 12 characters with mixed case, numbers, symbols
  • Verify email changes: Always confirm email change requests immediately
  • Keep email access secure: Your BreezeDoc email is the account recovery method
  • Review connected integrations: Periodically audit which services are connected
  • Protect API tokens: Store API keys securely, never commit to public repositories

Profile Optimization

  • Use professional name: Recipients see your name on all documents and emails
  • Upload branded logo: Increases trust and professionalism (Pro/Agency)
  • Set correct timezone: Ensures accurate timestamps in activity logs
  • Choose recipient language: Match language to your primary audience

Usage Monitoring

  • Check usage regularly: Monitor document count to avoid hitting limits
  • Plan ahead for upgrades: Upgrade before reaching 100% of monthly allowance
  • Track monthly resets: Usage resets on the 1st of each month
  • Consider seasonal needs: Upgrade temporarily during high-volume periods

Troubleshooting

Issue: Email confirmation link not received

Fix: Check spam/junk folder for email from BreezeDoc. Ensure you entered the correct new email address. Try changing email again if token expired. Contact support if email consistently fails to arrive.

Issue: Cannot upload logo

Fix: Verify your plan includes custom_logo feature (Pro or Agency). Ensure file is PNG format under 2MB. Check file is not corrupted by opening in image viewer. Try compressing image if over size limit.

Issue: Logo appears distorted on emails

Fix: BreezeDoc automatically scales logos to 600px width. Use high-resolution PNG with transparent background. Ensure original logo has good aspect ratio. Upload square or horizontal logos for best results.

Issue: Timezone changes not reflected

Fix: Ensure you clicked Save changes after selecting timezone. Clear browser cache and refresh page. Timezone only affects new activity logs, not historical data. Check timezone is correctly selected from dropdown.

Issue: Language change not working

Fix: Language setting only affects recipient-facing pages, not your dashboard. Save changes after selecting language. Recipients must view fresh document pages (not cached versions). Verify language is supported for your document fields.

Issue: Cannot see upgrade option

Fix: If you're on Agency plan or AppSumo tier 4/5, upgrade option is hidden (already at top tier). Lifetime AppSumo users cannot upgrade via standard billing. Contact support for custom enterprise plans if needed.

Issue: Settings not saving

Fix: Ensure you're clicking the Save changes button at bottom of form. Check for validation errors (red text) above form. Verify internet connection is stable. Try different browser if issue persists. Clear browser cache and cookies.

FAQ

Q: Can I delete my BreezeDoc account?

A: Account deletion is not currently available in Settings. Contact BreezeDoc support via email to request account deletion. They will verify your identity and process the deletion request.

Q: What happens to my documents if I downgrade my plan?

A: Existing documents remain accessible. Your monthly document limit decreases on the next billing cycle. Features like custom logo, API access, and teams may be disabled depending on new plan tier.

Q: Can I change my account email to an email already used by another account?

A: No. Email addresses must be unique across BreezeDoc accounts. If you try to change to an already-registered email, you'll receive an error message.

Q: How do I update my billing information?

A: Go to Settings ➜ Payments to manage payment methods. For subscription billing details, contact support or access your Stripe/PayPal customer portal.

Q: Can team members access my account settings?

A: No. Account settings (name, email, logo, plan) are only accessible to the account owner. Team members can only manage team-specific documents and templates.

Q: Is there a mobile app for managing settings?

A: BreezeDoc is web-based. Access settings from any mobile browser at breezedoc.com. The settings interface is responsive and mobile-friendly.

Q: How do I change my username or public profile URL?

A: BreezeDoc does not currently expose public profile URLs or usernames in Settings. Account identification is based on email address only.


Need more help? Contact our support team – we're here to help!

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