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Account & Billing
💳Account & Billing

Account Settings and Profile

Last updated: February 15, 2024

Account Settings and Profile

Managing your account settings ensures optimal security and personalized experience. Here's your complete guide:

Personal Profile Management

Basic Profile Information

Required details:

  • Full name: Displayed on reports and communications
  • Email address: Primary login and communication method
  • Phone number: For account security and support
  • Time zone: Ensures correct scheduling and timestamps
  • Language preference: Interface and communication language

Optional information:

  • Profile photo for personalization
  • Professional qualifications and certifications
  • Coaching philosophy or bio
  • Social media links
  • Emergency contact information

Professional Details

Coaching credentials:

  • Coaching qualifications: FA Level 1, UEFA B, etc.
  • Years of experience: Helps with support and recommendations
  • Specializations: Position-specific, age group expertise
  • Current roles: Teams and clubs you coach
  • Preferred coaching style: Development focus areas

Contact preferences:

  • Best times to reach you
  • Preferred communication methods
  • Language for support interactions
  • Regional considerations

Account Security

Password Management

Strong password requirements:

  • Minimum 8 characters
  • Mix of uppercase, lowercase, numbers, symbols
  • Avoid common words or personal information
  • Unique password not used elsewhere

Password best practices:

  • Use a password manager
  • Enable two-factor authentication
  • Change passwords regularly
  • Never share credentials
  • Use different passwords for different accounts

Two-Factor Authentication (2FA)

Setup process:

  1. Go to Account Settings → Security
  2. Click "Enable Two-Factor Authentication"
  3. Download authenticator app (Google Authenticator, Authy)
  4. Scan QR code or enter setup key
  5. Enter verification code to confirm

2FA benefits:

  • Prevents unauthorized access even if password is compromised
  • Required for admin accounts on multi-user plans
  • Adds extra security layer for sensitive data
  • Industry-standard security practice

Login Activity Monitoring

Security features:

  • View recent login attempts
  • See device and location information
  • Receive alerts for unusual activity
  • Ability to log out all devices remotely

Warning signs to watch for:

  • Logins from unfamiliar locations
  • Multiple failed login attempts
  • Access from unknown devices
  • Changes you didn't make

Privacy and Data Settings

Data Control Options

Personal data management:

  • Download your data (account, reports, observations)
  • Delete specific information
  • Update data retention preferences
  • Control data sharing permissions

Privacy controls:

  • Who can see your profile information
  • Marketing communication preferences
  • Third-party data sharing settings
  • Cookie and tracking preferences

Communication Preferences

Notification settings:

  • Email notifications for new features
  • System maintenance alerts
  • Billing and payment notifications
  • Report delivery confirmations
  • Security and login alerts

Frequency controls:

  • Immediate notifications
  • Daily digest summaries
  • Weekly roundups
  • Monthly newsletters
  • Critical alerts only

Multi-User Account Management

User Roles and Permissions

Available roles:

  • Account Owner: Full administrative access
  • Admin: User management and billing access
  • Coach: Team and player management
  • Assistant: Limited editing permissions
  • Observer: Read-only access

Managing Team Members

Adding new users:

  1. Go to Account Settings → Team Members
  2. Click "Invite New User"
  3. Enter email address and assign role
  4. Set team/player access permissions
  5. Send invitation email

User management:

  • Modify permissions as roles change
  • Temporarily disable access without deletion
  • Transfer ownership of teams or players
  • Remove users who leave organization
  • Bulk permission updates

Permission Granularity

Detailed access control:

  • Specific team access
  • Player profile editing rights
  • Report creation and sending permissions
  • Billing and subscription access
  • System configuration rights

Notification Management

Email Notifications

System notifications:

  • Login alerts and security warnings
  • Billing and payment confirmations
  • System maintenance announcements
  • Feature updates and new releases

Coaching notifications:

  • Report delivery confirmations
  • Parent responses and feedback
  • Team roster updates
  • Schedule changes and reminders

Mobile Push Notifications

App notifications (where available):

  • Urgent security alerts
  • Payment failures or issues
  • New messages from parents
  • Report viewing notifications

Customization Options

Frequency settings:

  • Real-time notifications
  • Batched daily summaries
  • Weekly overview emails
  • Monthly progress reports

Content filtering:

  • Select specific notification types
  • Team-specific alerts only
  • Priority level filtering
  • Keyword-based filtering

Integration and API Settings

Third-Party Integrations

Available connections:

  • Calendar applications (Google, Outlook)
  • Communication platforms (Slack, Teams)
  • Club management systems
  • Social media scheduling tools

Integration management:

  • View connected applications
  • Revoke access permissions
  • Monitor data sharing
  • Update connection settings

API Access (Premium Plans)

Developer settings:

  • Generate API keys
  • Set usage limits
  • Monitor API calls
  • Webhook configurations

Use cases:

  • Custom integrations with existing systems
  • Automated report generation workflows
  • Data synchronization processes
  • Third-party application connections

Backup and Export Options

Data Export

Available formats:

  • PDF reports for offline access
  • CSV files for data analysis
  • JSON exports for technical integration
  • Complete account backup packages

Export contents:

  • All player profiles and data
  • Historical reports and observations
  • Communication history
  • System usage analytics

Account Backup

Automated backups:

  • Daily incremental backups
  • Weekly full system backups
  • Geographic backup distribution
  • 30-day backup retention

Manual export:

  • On-demand data exports
  • Selective information downloads
  • Cross-platform compatibility
  • Secure file delivery

Advanced Settings

Regional and Localization

Location settings:

  • Time zone configuration
  • Date and time format preferences
  • Currency display options
  • Language and locale settings

Regional compliance:

  • GDPR settings for European users
  • COPPA compliance for youth programs
  • Local privacy law adherence
  • Regional feature variations

Performance Preferences

System optimization:

  • Interface theme selection (light/dark)
  • Mobile app synchronization settings
  • Offline access preferences
  • Cache and storage management

Experimental Features

Beta program participation:

  • Early access to new features
  • Feedback and testing opportunities
  • Advanced functionality previews
  • Influence product development

Troubleshooting Account Issues

Common Problems

Login difficulties:

  • Forgotten password recovery
  • Email address verification issues
  • Two-factor authentication problems
  • Account lockout situations

Profile issues:

  • Information not saving properly
  • Permission conflicts
  • Integration connection failures
  • Notification delivery problems

Self-Service Solutions

Account recovery:

  1. Use "Forgot Password" link on login page
  2. Check spam folders for recovery emails
  3. Verify email address spelling
  4. Contact support if issues persist

Settings reset:

  • Individual setting resets
  • Bulk preference restoration
  • Default configuration restoration
  • Clean slate account setup

Getting Support

When to contact support:

  • Cannot access account
  • Suspicious security activity
  • Technical configuration issues
  • Feature requests or questions

Support preparation:

  • Account email address
  • Description of the problem
  • Steps you've already tried
  • Screenshots if applicable
  • Urgency level assessment

Best Practices

Security Maintenance

Regular tasks:

  • Review login activity monthly
  • Update passwords quarterly
  • Check connected applications
  • Verify contact information
  • Monitor account permissions

Profile Optimization

Recommendations:

  • Keep information current and accurate
  • Use professional profile photo
  • Maintain updated contact details
  • Review privacy settings regularly
  • Optimize notification preferences

Team Management

Multi-user best practices:

  • Assign appropriate permission levels
  • Regular permission audits
  • Clear role definitions
  • Communication about access changes
  • Documentation of user responsibilities

Remember: Your account settings are the foundation of your Coachreport experience. Taking time to configure them properly ensures security, efficiency, and the best possible experience for you and your coaching program.

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