Account Settings: Profile, Business Details and Security

Open Settings from your name in the top menu to change your profile, business details, time zone, date format, signer language, logo, and device security.

Prerequisites

• Account: a BreezeDoc account, logged in
• Plan: any plan - a few options need a paid plan: Zapier, API, and Stripe need the Individual or Agency Plan, your own logo the Agency Plan

What Is in Settings?

Click your name in the top menu (or open the menu and choose Settings). The side menu has six pages:

• Account - profile, business information, preferences, and logo (this article)
• Teams - see How to Add and Manage Team Members (Agency Plan)
• Plan - your plan and documents sent this month; see How to Upgrade Your BreezeDoc Plan
• Integrations - Zapier and the API
• Payments - Stripe and PayPal for invoices
• Security - device verification and trusted devices

How Do I Change My Name or Email?

1. Open Settings → Account.
2. Under Profile, edit Name or Email.
3. Click Save changes. You see "Settings updated!".

Your name is what signers see as the sender. A new email address is not used until you confirm it: you see "Please check the inbox of" followed by the new address - open that email and click the link. You then see "Your email has been succesfully changed!". The new email cannot already belong to another BreezeDoc account.

What Is Business Information For?

Under Business Information you can enter a Business name, address (Address line 1, Address line 2, City, State / Province, Postal code, Country), and Phone. As the page says: "This information appears on your invoices and downloaded PDFs." See How to Create and Send an Invoice in BreezeDoc.

How Do I Set My Time Zone, Date Format, and Language?

• Timezone - click the box and type a city to search ("Search timezones..."). Times such as the expiration warning email use it.
• Date format - month-day-year, day-month-year, year-month-day, or year-day-month. Date fields on your documents are filled in using this format.
• Language - English, Danish, French, German, Italian, Polish, or Spanish. It "Applies to recipient-facing document pages." - what your signers see.

Click Save changes after any change.

How Do I Add My Logo?

Under Branding → Logo, choose a PNG file of up to 2 MB and click Save changes; Remove Logo deletes it. Your own logo is part of the Agency Plan - other plans see an upgrade box here. Where the logo appears: Custom Branding and White Label Options.

What Are Integrations and Payments?

• Integrations - Connect with Zapier for automations and Manage API Keys for the API (Individual and Agency Plans). See Personal Access Tokens.
• Payments - Connect with Stripe (Individual and Agency Plans) or save your PayPal email (any plan) to get paid on invoices. See PayPal Payments.

How Does Device Verification Work?

When you sign in on a new device or browser, BreezeDoc emails you a code ("Your BreezeDoc verification code") and shows Verify your device. Enter the code to continue; codes expire after 15 minutes, and Resend code sends a new one. The first device you use is trusted automatically.

Under Settings → Security:

• Device Verification - on by default. Turn it off if several people share this account.
• Trusted Devices - the devices you have verified. Click Remove for one you do not recognize, or Remove All Other Devices.

How Do I Change My Password?

There is no password field in Settings. Use Forgot your password? on the login page (or the link on the Security page) and follow the email.

Troubleshooting

I did not get the email-change confirmation

• Check spam or junk in the NEW mailbox. Your old email keeps working until you click the link.
• Check the address for typos and save it again.

I did not get a verification code

• The code goes to your account email - check spam or junk, then click Resend code. Codes expire after 15 minutes.

My logo does not upload

• Use a PNG file of 2 MB or less. Uploading a logo needs the Agency Plan.

My changes were not saved

• Click Save changes and look for "Settings updated!". Fix any field shown in red, for example an email already in use.

Still stuck? Email support@breezedoc.com with your account email and the setting you are changing.

Frequently Asked Questions

Can I delete my BreezeDoc account?

There is no delete option in Settings. Email support@breezedoc.com from your account email.

Does the Language setting change my own screens?

No. It sets the language of the pages your signers see.

Several people share our account - do they all need codes?

Each new device needs a code sent to the account email. If that is impractical, turn off Device Verification under Settings → Security - or use a team with separate accounts (Agency Plan).

Can I change my password while logged in?

Use the password reset: Forgot your password? on the login page, or the link on the Security page.

Need more help? Contact our support team at support@breezedoc.com - we are here to help!