Account Settings
Manage your Docmint account, billing information, and preferences.
Account Management Overview
Your account settings allow you to control your Docmint experience, manage billing, and customize preferences for SOP generation and sharing.
Settings Sections
Profile Information
- • Update name and email address
- • Change profile picture
- • Set company/organization name
- • Configure display preferences
Billing & Subscription
- • View current plan and usage
- • Update payment methods
- • Download invoices
- • Cancel or change subscription
Notifications
- • Email notification preferences
- • SOP generation alerts
- • Billing and usage notifications
- • Product updates and tips
Security & Privacy
- • Change password
- • Two-factor authentication
- • API keys management
- • Data export and deletion
How to Access Settings
1
Log into Dashboard
Sign into your Docmint account and navigate to your main dashboard.
2
Click Profile Menu
Click on your profile picture or name in the top-right corner to open the account menu.
3
Select "Account Settings"
Choose "Account Settings" from the dropdown menu to access all configuration options.
Common Account Tasks
Updating Your Plan
To upgrade or downgrade your subscription:
- Go to Account Settings → Billing & Subscription
- Click "Change Plan" next to your current plan
- Select your new plan and confirm the change
- Updates take effect immediately (upgrades) or next billing cycle (downgrades)
Managing Payment Methods
To update your payment information:
- Navigate to Billing & Subscription settings
- Click "Update Payment Method"
- Enter new credit card information
- Save changes to update your billing method
Downloading Invoices
To access your billing history:
- Go to Billing & Subscription settings
- Scroll to "Billing History" section
- Click "Download" next to any invoice
- PDF invoices will download automatically
Enabling Two-Factor Authentication
To secure your account with 2FA:
- Visit Security & Privacy settings
- Click "Enable Two-Factor Authentication"
- Scan QR code with authenticator app
- Enter verification code to confirm setup
Account Cancellation
If you need to cancel your Docmint account:
- Subscription Cancellation: Cancel anytime from Billing settings
- Access Retention: Keep access until end of billing period
- Data Export: Download your SOPs before cancellation
- Reactivation: Easy to reactivate if you change your mind
Data Management
Control your data with these options:
- Export Data: Download all your SOPs and account data
- Delete Account: Permanently remove your account and all data
- Data Retention: Understand how long we keep your information
- Privacy Controls: Manage sharing and visibility settings
Need Help with Account Settings?
Our support team is here to help you with any account management questions.
Contact Support