What is Account Management?

Account Management allows you to control your Transfer-PCM account settings, security preferences, billing information, and personal details. It's your central hub for customizing your experience and managing your account security.

How to Access Account Management

• Account Menu: Click your profile picture or name in the top-right corner
• Direct Link: Go to "Account" in the main navigation menu
• URL: Navigate to /account in your browser

How to Use Account Management

Personal Information

Update your basic account details:

• Name: Your display name (1-64 characters)
• Email: Your primary email address for notifications
• Timezone: Set your local timezone for accurate timestamps
• Language: Choose your preferred language
• Currency: Set your preferred currency for billing

Security Settings

Password Management

• Change Password: Update your account password
• Password Requirements: Must be at least 8 characters with mixed case and numbers
• Security: Use a strong, unique password

Two-Factor Authentication (2FA)

• Enable 2FA: Add an extra layer of security
• Setup Process:
  1. Check the "Enable Two-Factor Authentication" box
  2. Scan the QR code with your authenticator app
  3. Enter the 6-digit code from your app
  4. Click "Save Changes"
• Authenticator Apps: Google Authenticator, Authy, Microsoft Authenticator, etc.
• Backup Codes: Save backup codes in case you lose your device

Anti-Phishing Code

• Purpose: Helps identify legitimate emails from Transfer-PCM
• Setup: Create a unique 8-character code
• Usage: Official emails will include this code

Billing Information

Manage your payment and billing details:

Billing Type

• Personal: For individual users
• Business: For business accounts (includes tax ID field)

Billing Details

• Name: Billing contact name
• Address: Street address
• City: City name
• County/State: State or province
• ZIP/Postal Code: Postal code
• Country: Select your country
• Phone: Contact phone number
• Tax ID: Business tax identification (business accounts only)
• Notes: Additional billing information

Preferences

Email Preferences

• Newsletter: Subscribe to product updates and tips
• Marketing Emails: Receive promotional content
• Security Notifications: Get alerts for account activity

Display Preferences

• Default Results Per Page: Set how many items show in lists
• Default Order Type: Choose ascending or descending order
• Theme: Select light or dark mode (if available)

API Access

• API Key: View or regenerate your API key
• API Documentation: Access developer documentation
• Usage Limits: Check your API usage statistics

Referral Program

• Referral Key: Your unique referral code
• Share Link: Share your referral link with others
• Earnings: Track your referral rewards
• History: View people who signed up using your link

What to Expect

Account Updates

• Changes are saved immediately when you click "Save Changes"
• You'll receive a confirmation message
• Some changes may require email verification
• Password changes log you out of other devices

Security Features

• Login attempts are logged and monitored
• Suspicious activity triggers security alerts
• 2FA provides additional protection
• Account recovery options are available

Data Privacy

• Your personal data is encrypted and secure
• You can request data deletion
• Account activity is logged for security
• GDPR compliance for EU users

Account Actions

Account Logs

• Access: Go to "Account Logs" in your account menu
• View: See your recent login activity
• Details: IP addresses, locations, devices used
• Security: Identify unauthorized access attempts

Account Deletion

• Warning: This action is permanent and irreversible
• Process: Go to "Delete Account" in account settings
• Confirmation: Enter your password to confirm
• Data: All your data will be permanently deleted

Account Recovery

• Lost Password: Use "Forgot Password" on login page
• Lost 2FA: Use backup codes or contact support
• Locked Account: Contact customer support

Common Issues and Tips

Password Issues

• Forgot Password: Use the password reset feature
• Password Too Weak: Use a mix of letters, numbers, and symbols
• Password Not Working: Check caps lock and keyboard layout

2FA Problems

• Lost Device: Use backup codes to disable 2FA
• Wrong Code: Make sure your device time is synchronized
• App Issues: Try a different authenticator app
• Setup Problems: Ensure you scan the QR code correctly

Email Issues

• Email Not Received: Check spam/junk folder
• Wrong Email: Update your email address in account settings
• Email Verification: Click the link in verification emails

Billing Problems

• Payment Failed: Check your payment method
• Wrong Billing Info: Update your billing details
• Tax Issues: Ensure your tax ID is correct for business accounts

Security Tips

• Use a strong, unique password
• Enable two-factor authentication
• Regularly review your account logs
• Keep your email address updated
• Log out from shared devices
• Be cautious of phishing attempts

Account Limits and Features

Plan Features

• File Size Limits: Maximum file size you can upload
• Transfer Limits: Number of active transfers allowed
• Storage Limits: Total storage space available
• API Access: API usage limits and features

Upgrading Your Account

• Plan Comparison: View available plans and features
• Upgrade Process: Choose a plan and complete payment
• Downgrade: Change to a lower plan (may lose data)
• Billing Cycle: Monthly or annual billing options

Privacy and Data

Data Protection

• Your personal data is encrypted
• We don't sell your information to third parties
• You control what data you share
• GDPR compliance for European users

Data Export

• Request Export: Contact support to export your data
• Format: Data provided in JSON or CSV format
• Timeframe: Export requests processed within 30 days

Account Activity

• Login attempts are logged
• File uploads and downloads are tracked
• Account changes are recorded
• You can view your activity history