Help Center › Account and Settings

This article covers everything under your personal account settings: managing your subscription, viewing and downloading invoices, setting up multi-factor authentication (MFA), and controlling your email notification preferences.

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Finding account settings

  • Log in to the portal.
  • Click your avatar or name in the bottom-left corner of the navigation (or the Settings link if visible).
  • Select Account settings (or Settings → Account).

    • From here you can navigate to the sub-sections described below: Subscription, Billing, Security, and Notifications.

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    Subscription management

    Viewing your current plan

    Your current plan name, billing cycle (monthly or annual), and next renewal date are displayed at the top of Settings → Subscription.

    Upgrading your plan

  • Go to Settings → Subscription.
  • Click Upgrade plan (or Change plan).
  • A plan comparison page shows the available tiers. Click Select on the plan you want.
  • You are redirected to Stripe's secure checkout to complete the upgrade.
  • The new plan takes effect immediately. A prorated charge or credit is applied for the remainder of the current billing period.

    • Downgrading your plan

  • Go to Settings → Subscription.
  • Click Change plan and select a lower tier.
  • Confirm the downgrade. You will see a note explaining when the change takes effect (typically at the end of the current billing period).

    • Note: Downgrading may remove access to features available on your current plan. Review the plan comparison carefully before confirming.

    Cancelling your subscription

  • Go to Settings → Subscription.
  • Click Cancel subscription (or Manage subscription → Cancel).
  • You will be asked to confirm. Confirm to proceed.
  • Your subscription remains active until the end of the current paid period. After that, your account is downgraded to a free tier (if one exists) or becomes inactive.
  • Your profile and card data are retained for [NEEDS VERIFICATION: data retention period after cancellation].

    • Cancellation is processed via Stripe. If you encounter any issues, contact NFC Tagify support.

    Reactivating a cancelled subscription

    If your subscription has lapsed and you want to reactivate:

  • Log in to the portal — you should still be able to access account settings even with an inactive subscription.
  • Go to Settings → Subscription.
  • Click Reactivate subscription (or Renew plan).
  • Select your plan and complete the checkout in Stripe.
  • Access is restored immediately upon successful payment.

    • If you cannot log in at all after cancellation, contact support directly.

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    Billing and invoices

    Viewing invoices

    All billing is handled via Stripe. To view your invoices:

  • Go to Settings → Billing (or Settings → Subscription → Billing history).
  • A list of past invoices is shown with the date, amount, and payment status.

    • Downloading invoices

    Click any invoice in the list to open the details. A Download PDF button lets you save the invoice as a PDF for your records or expenses. Invoices are generated and hosted by Stripe.

    Updating payment details

    To update a credit card or other payment method:

  • Go to Settings → Billing → Manage payment method (or the Stripe customer portal link if shown).
  • Add a new card and remove the old one, or update the expiry date.
  • Changes take effect for the next billing cycle.

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    Multi-factor authentication (MFA)

    MFA adds a second layer of security to your account. In addition to your password, you need to enter a time-based code from an authenticator app to log in.

    Setting up MFA

  • Go to Settings → Security.
  • Click Enable two-factor authentication (or Set up MFA).
  • Open an authenticator app on your phone — such as Google Authenticator, Microsoft Authenticator, or Authy.
  • Scan the QR code shown on screen with your authenticator app. If you cannot scan it, enter the setup key manually.
  • Enter the six-digit code from your authenticator app to confirm the setup.
  • Save the backup codes shown — these let you regain access if you lose your phone. Store them somewhere safe.
  • Click Enable. MFA is now active on your account.

    • Logging in with MFA

    After entering your password at login, you will be prompted for your authenticator code. Open your authenticator app, find the NFC Tagify entry, and enter the current six-digit code.

    Disabling MFA

  • Go to Settings → Security.
  • Click Disable two-factor authentication.
  • Enter your current authenticator code to confirm.
  • MFA is disabled.

    • Disabling MFA is not recommended unless you are switching authenticator apps or devices. If you are switching, disable MFA on the old device, then re-enable it and scan the QR code on the new device.

    Lost access to your authenticator app

    If you lose access to your phone or authenticator app and cannot log in:

  • Use one of your saved backup codes at the MFA prompt.
  • After logging in with a backup code, go to Settings → Security and re-enrol with a new authenticator app.

    • If you have also lost your backup codes, contact NFC Tagify support for account recovery assistance. Identity verification will be required.

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    Email notification preferences

    NFC Tagify sends several types of email notifications. You can control which ones you receive:

  • Go to Settings → Notifications (or Settings → Email preferences).
  • Toggle individual notification types on or off.

    • Types of notifications (common examples)

    | Notification type | Default | Description |

    |---|---|---|

    | Profile view summaries | On | Periodic digest of your profile analytics |

    | New lead notifications | On | When a new lead is captured from your card |

    | Order updates | On | Shipping and delivery updates for card orders |

    | Billing reminders | On | Upcoming renewal and payment receipts |

    | Product announcements | Off | New features and updates from NFC Tagify |

    | Security alerts | Always on | Cannot be disabled — covers login and MFA events |

    Changes to notification preferences are saved immediately.

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    Frequently asked questions

    I want to change the email address on my account. How do I do that?

    Go to Settings → Account → Email address and enter the new address. A confirmation email will be sent to the new address. Click the link in that email to confirm the change. Until confirmed, your old address remains active.

    My payment failed — what happens next?

    Stripe will automatically retry failed payments on a schedule (typically three retries over a week or two). You will receive email notifications about each failed attempt. To resolve the issue, update your payment method in Settings → Billing. If your subscription lapses due to non-payment, it can be reactivated once payment is updated.

    Can I get a refund if I cancel mid-cycle?

    Refund policies depend on your plan and billing cycle. Contact NFC Tagify support to discuss your specific situation.

    How do I transfer my subscription to a different email address or account?

    Account transfers are not self-service. Contact NFC Tagify support with the source and destination account details and we will assist with the transfer.

    I set up MFA but my authenticator app shows a different code to what the portal accepts. What should I check?

    Authenticator apps are time-based and require your phone's clock to be accurate. Check that your phone's date and time are set to automatic/network-synced. Even a small clock drift can cause code mismatches.

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    Related: [Companies, departments, and teams](06-teams-companies.md) · [Card status and order history](07-cards-ordering.md) · [Analytics dashboard](analytics-dashboard.md)