Account App Help

This page helps you manage your personal account settings — name, contact details, address, security, two-factor authentication, time zone, payment cards, invitations you’ve received, and recent activity.

Below you’ll find step-by-step instructions, what to expect after each action, common messages and troubleshooting tips.

Quick overview

• Page name: MyAccount.aspx
• Tabs: Personal Info, Contact Info, Address, Security, Two Factor Authentication, Time Zone, Payment Card, Invitations, Activity Log.

Common UI elements

• Green success panel for positive feedback
• Red error panel for problems (click the × to dismiss)
• Toast notifications that appear briefly at the top
• Loading overlay when the page is processing long operations
• Confirmation modal used when removing saved payment cards

How to use each tab

Personal Info

What it shows

• Your first name, last name, gender and date of birth
• Your profile image (click to open full image)

Edit profile

1. Click Edit. Fields become editable.
2. Update the text boxes or dropdowns.
3. Click Update to save, or Cancel to discard changes.

Profile image

• Click Change to select a new image file, then Upload to send it.
• Accepted formats and size limits may vary — if upload fails, you’ll see an error message.
• Clicking the image opens it full-size in a new tab.

Delete account

• The Delete My Account link navigates to account deletion actions. This is permanent — follow the on-screen instructions carefully.

What you’ll see after saving

• A green success message appears, and the data will display as read-only again.
• If something goes wrong, the red error panel explains the issue.

Contact Info

What it shows

• Email and mobile number

Edit contact info

1. Click Edit.
2. Change the values and click Update to save, or Cancel to cancel.

Important: Changing your email

• Changing your email will log you out immediately.
• You must have access to the new email address to complete verification.
• Until you verify the new email, you will not be able to log back in.
• A security notice explains this and is shown before you save.

What to expect

• After saving an email change you will be logged out; check your new email for verification instructions.
• If you don’t receive the verification, check your spam folder or contact support.

Address

What it shows

• Up to three address lines, city, postcode and country

Edit address

1. Click Edit.
2. Update address fields and click Update, or Cancel to discard.

Tips

• Make sure postal codes and country selection are correct if used for billing or legal documents.

Security (Password)

What it shows

• A masked password display and (optionally) the password policy

Change password

1. Click Edit in the Security tab.
2. Enter your old password and a new password that meets the password policy, confirm it, then click Update.
3. Click Cancel to leave unchanged.

Password policy highlights

• At least 8 characters
• Uppercase and lowercase letters
• At least one number and one special character
• Must not contain your name or email
• Avoid common passwords

If password update fails

• Ensure the old password is correct and the new password meets all rules.
• If you are locked out or forget your password, use the standard recovery process (or contact support).

Two Factor Authentication (2FA)

What it shows

• Current 2FA status and controls to enable or disable

Why use 2FA

• 2FA adds an extra layer of security; keep it enabled to protect your account.

Change 2FA

1. Click Edit.
2. Toggle on/off and click Update.
3. If you disable 2FA, follow any on-screen confirmation steps.

Warning

• Disabling 2FA reduces account security. The page shows a recommendation to keep 2FA enabled.

Time Zone

What it shows

• Your current time zone and a dropdown to change it

Change time zone

1. Click Edit.
2. Select the desired time zone and click Update.

Use cases

• This setting affects how dates/times appear in your account and activity log.

Payment Card (Save or remove your card)

What it shows

• The current saved card summary (if any)
• A section to add a new card using secure card fields

Save a new card

1. Enter card details in the card number, expiry and CVC fields (Stripe Elements).
2. Click Save Card.
3. The page will create a secure setup request and confirm the card with Stripe — no immediate charge is made.
4. On success you’ll see “Card saved successfully.” and the page will refresh to show updated last-4 details.

Important: secure process

• Card entry uses Stripe (secure). Card details are handled by Stripe’s elements and never stored in plain form on the site.

Removing a saved card

1. Click Remove Saved Card.
2. A confirmation dialog appears explaining consequences (auto-renew behavior).
3. There is a checkbox: if you are replacing the card and want auto-renew to remain enabled, tick “Do not turn off auto renewal” when removing. If you remove without ticking, auto-renewals may be disabled.
4. Click Remove / Confirm to perform the action.

What to expect on card errors

• If Stripe setup fails you’ll see an error message (cardErrors area).
• Common causes: invalid card details, card blocked by issuer, or network problems. Try a different card or contact your bank.

Processing indicator

• A “Saving your card, please wait…” message and spinner appear while the operation runs.

Invitations

What it shows

• A table of invitations you’ve received from other users/businesses
• Columns: From, App, Business, Invited date, Expires, Accept link, Status, Response

Accept invitation

• Click the Accept link next to an invitation to open the invitation acceptance flow (may open a dedicated page where you can accept or reject).

Status meanings

• Pending — invitation waiting for your action
• Accepted — you accepted; you’ll typically get access to the app or subscription
• Rejected — you rejected the invitation
• Expired / Removed — invitation can no longer be used

No invitations

• A friendly “No invitations found.” message is shown when none exist.

Activity Log

What it shows

• Recent critical account events (last three months)
• Each row lists date/time and a readable activity description

Use

• Check here for sign-ins, security changes, or other important actions affecting your account.

Common messages and what they mean

• “The contact has been added successfully.” — a successful create/update action
• Toast notifications like “Invitation accepted.” / “Invitation rejected.” — transient confirmations
• Red panel messages — immediate problems (validation errors, failed saves, connectivity problems)
• “Card saved successfully.” — card setup completed and stored
• “Missing invitation parameter” / “This invitation has been removed…” — invalid invitation link or invitation no longer present

Accessibility & keyboard tips

• Confirmation modal: press Escape to close
• All buttons are keyboard-focusable; use Tab to move focus and Enter/Space to activate
• Toasts use polite announcement behavior, and modals include role="dialog" and aria-labelledby

Troubleshooting & tips

General

• If an action fails, try reloading the page and retrying.
• Check your network connection if saving or loading stalls.
• If a save operation times out, avoid repeating the same request many times — wait and retry.

Email change problems

• If you’re logged out after changing email, check the new email for a verification message and follow the steps in that email.
• If you don’t receive verification, check spam and then contact support with the new email address.

Image upload failures

• Confirm file type and size limits.
• Try a smaller file or different browser if uploads repeatedly fail.

Card saving failures

• Confirm card details and try a different card if declined.
• If Stripe returns an error, the message should indicate why — follow instructions or contact your card issuer.

Session/timeouts

• If the page behaves as if you aren’t signed in (edit buttons missing or save fails), you may have been logged out. Sign in again and retry.

Invitation problems

• If an invitation link says it’s expired or removed, contact the sender and ask them to re-issue the invitation.

Error reporting

When contacting support, include:

• A screenshot of the error message
• What you were trying to do (e.g., “Saved card”, “Changed email”)
• Your account email and approximate time of action

Security & privacy notes

• Only accept invitations and add cards for accounts you trust.
• Password changes and email changes are sensitive actions; follow all verification steps.
• Payment details are processed securely (Stripe). We do not display full card numbers.
• Keep 2FA enabled for best protection.

Where to go for more help

If you need help that the page cannot resolve, contact your organization’s support team. Provide:

• The account email used, the tab where the issue occurred, and a screenshot of the error
• Approximate time and steps that led to the problem

Optional extras

If you want, we can also create:

• A one-sentence tooltip for each button (Edit, Update, Cancel, Save Card, Remove Saved Card)
• A concise printable quick-start sheet for end users