# User Settings Guide The User Settings section is your central hub for managing your account profile, security preferences, communication settings, and subscription details. Access this section through **"My User Settings"** in the Administration section of the sidebar. ## Profile Section The Profile section contains your basic account information and verification status. ### Personal Information - **Name**: Your full name as displayed in the system - **Email**: Your primary email address used for login and notifications - **Phone**: Your phone number (required for SMS alerts and SMS-based 2FA) - **Country**: Your country of residence - **Created Date**: When your account was originally created - **Terms of Service**: Shows when you last accepted the terms of service ### Verification Status **Email Verification:** - **Not Verified**: Shown in red text - email functionality may be limited - **Verified**: Email address has been confirmed and is ready for notifications - **Action**: Click "Validate Email" to send a verification email **Phone Verification:** - **Not Verified**: Phone number hasn't been confirmed - **Verified**: Shown in green text - phone is ready for SMS alerts and 2FA - **Requirement**: Phone must be verified before you can receive SMS alerts or use SMS-based 2FA ### Profile Actions - **Update Profile**: Modify your personal information - **Validate Email**: Send verification email to confirm your email address > **📱 Important:** Phone verification is required for SMS alerts and SMS-based two-factor authentication. Without a verified phone number, you cannot receive SMS notifications. ## Security Section The Security section manages your account protection settings and trusted devices. ### Two-Factor Authentication (2FA) **2FA Status:** - **Enabled**: Shows current 2FA method and associated contact - **Disabled**: Account uses only password authentication **Available Methods:** - **Email**: Sends verification codes to your verified email address - **SMS**: Sends verification codes to your verified phone number **Method Requirements:** - **Email 2FA**: Requires verified email address - **SMS 2FA**: Requires verified phone number - **Verification First**: Contact methods must be verified before they can be selected for 2FA ### Trusted Devices Trusted devices are remembered devices that can bypass 2FA requirements for future logins. **Device Information:** - **IP Address**: The IP address where the device was used - **User Agent**: Browser and operating system information - **Created**: When the device was first trusted - **Last Used**: Most recent activity from this device **Device Management:** - **Delete Devices**: Remove trusted status using the delete icon (🗑️) - **Security Practice**: Regularly review and remove devices you no longer use - **Access Control**: Removing a device will require 2FA on next login from that device ### Security Actions - **Change Password**: Update your account password - **Disable 2FA**: Turn off two-factor authentication (red button for emphasis) > **🔒 Security Tip:** Regularly review your trusted devices and remove any you don't recognize or no longer use. This helps maintain account security. ## Communication Settings The Communication section controls how and when you receive different types of messages. ### SMS Consent **Purpose**: Required for receiving SMS alerts from your alert rules **Details**: - Receive SMS tenant alerts when your contact information is used in alert rules - Data & messaging rates may apply from your carrier - Reply STOP to cancel anytime - Does not affect multifactor authentication SMS messages **Toggle Control**: Use the switch to enable or disable SMS consent ### Marketing Content **Purpose**: Controls marketing emails about new features, sales, and product updates **Details**: - Receive emails about marketing content and product announcements - Can unsubscribe at anytime within the email - Separate from operational and alert emails **Toggle Control**: Use the switch to enable or disable marketing emails ### Alert Rule Subscriptions **Overview**: Manage subscriptions to alert rules that use your contact information **Features:** - **View All Alerts**: See every alert rule that includes your email or phone number - **Universal Access**: Includes rules you created and rules others created that target you - **Individual Control**: Subscribe or unsubscribe from specific alert rules - **Rule Details**: See rule names, creators, and subscription status **Management Actions:** - **Alert Rule Subscriptions Button**: Opens detailed subscription management interface - **Per-Rule Control**: Enable or disable notifications for each individual alert rule - **Override Capability**: Can opt out of alerts even if someone else created the rule > **📧 Alert Management:** You can control alert subscriptions regardless of who created the rule. If your email or phone is used in someone else's alert rule, you can still unsubscribe from those specific notifications. ## Subscription Management The Subscription Management section provides complete control over your billing and plan details. ### Current Plan Information - **Plan**: Your current subscription tier (e.g., "Professional") - **Addons**: Additional features or capacity you've purchased (e.g., "+5 extra tenants") - **Price**: Total monthly subscription cost - **Renews**: Next billing date - **Overage Status**: Whether overage charges are allowed - **Overage Rate**: Cost per overage unit (e.g., "$4.00" per 10,000 logs) - **Overage Total**: Current month's overage charges ### Overage Management **Overage Charges:** - Compiled daily as usage occurs - Not included in base subscription total - Separate billing from monthly subscription - Can be enabled or disabled **Overage Controls:** - **Enable Overage Charges**: Allow usage beyond plan limits with additional billing - **Disable Overage**: Prevent overage charges (may limit functionality when limits are reached) ### Subscription Actions - **Change Subscription**: Upgrade, downgrade, or modify your plan and addons - **Cancel Subscription**: End your subscription (red button for emphasis) - **Billing Portal**: Access Stripe-hosted billing portal for invoices and payment methods - **Enable/Disable Overage Charges**: Toggle overage billing (yellow button for attention) ### Payment Processing **Stripe Integration:** - All payments processed through Stripe - Trailonix does not store payment information - Secure, industry-standard payment processing - Access payment methods and invoices through Billing Portal **Billing Portal Features:** - View and download invoices - Update payment methods - View billing history - Manage payment schedules > **💳 Payment Security:** Trailonix uses Stripe for all payment processing and does not store any payment information on our systems. All billing details are managed securely through Stripe's platform. ## Danger Zone The Danger Zone contains irreversible account actions that require careful consideration. ### Account Deletion **Process:** - **Immediate Lockout**: Account access is terminated immediately upon deletion request - **Cannot Login**: User is locked out and cannot access the system at all - **30-Day Period**: Account and all data will be automatically deleted after 30 days - **Complete Removal**: Once deleted, all data is permanently removed - **No Self-Reversal**: Cannot undo deletion request through the interface **Reversal Process:** - **Email Required**: Must contact [email protected] to cancel deletion and restore access - **Time Sensitive**: Must request reversal within 30 days - **Manual Process**: Support team will manually reverse the deletion flag and restore account access **Data Impact:** - **Immediate Loss of Access**: Cannot login or access any data immediately - **Complete Removal After 30 Days**: All logs, alerts, tenants, and configuration deleted permanently - **Irreversible**: No backups maintained after deletion - **Account Recovery**: Only possible through support within 30-day window > **⚠️ Critical Warning:** Account deletion immediately locks you out of your account and is permanent after 30 days. You will lose access immediately and all data including logs, alert rules, and configuration will be permanently deleted after 30 days. Export any important data before requesting deletion and contact [email protected] within 30 days if you need to recover your account. ## Best Practices ### Security Management - **Enable 2FA**: Use two-factor authentication for enhanced security - **Verify Contacts**: Ensure email and phone are verified for full functionality - **Review Devices**: Regularly check and remove unused trusted devices - **Strong Passwords**: Use unique, complex passwords for your account ### Communication Optimization - **SMS Consent**: Enable if you want to receive SMS alerts - **Alert Subscriptions**: Review and manage alert subscriptions to avoid notification fatigue - **Marketing Preferences**: Choose whether to receive product update emails - **Contact Updates**: Keep email and phone information current ### Subscription Planning - **Monitor Usage**: Check overage rates and usage patterns - **Plan Optimization**: Adjust plans and addons based on actual usage - **Billing Management**: Use Stripe portal for payment method updates - **Overage Strategy**: Decide whether to allow overage charges or hard limits ### Account Maintenance - **Regular Reviews**: Periodically check all settings and preferences - **Update Information**: Keep profile information current - **Security Audits**: Review trusted devices and 2FA settings - **Backup Planning**: Export important data before making major changes ## Integration with Other Features ### Alert System - **SMS Requirements**: Phone verification and SMS consent required for SMS alerts - **Email Alerts**: Email verification required for reliable email alert delivery - **Subscription Control**: Manage which alerts you receive regardless of who created them ### Security Features - **2FA Requirements**: Verified contacts required for 2FA methods - **Trusted Devices**: Reduce 2FA friction while maintaining security - **Access Control**: Password and 2FA protect account access ### Billing Integration - **Stripe Sync**: Subscription changes sync with Stripe billing - **Usage Tracking**: Overage charges based on actual platform usage - **Payment Security**: No payment data stored on Trailonix systems ## What's Next? Now that you understand user settings, you can: - **[Set up effective alerts](/guides/alerts)** using your verified contact information - **[Review your dashboard](/guides/dashboard)** to monitor subscription usage and limits - **[Explore logging best practices](/guides/logs)** to optimize your usage and costs --- **⚙️ Ready to optimize your account?** Start by verifying your email and phone, enable 2FA for security, and review your alert subscriptions. Proper account setup ensures you get the most out of Trailonix while maintaining security and cost control!