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My Account & Security

Manage profile settings, compliance details, password updates, and account security.

Accessing Profile Settings

  1. Click on your profile icon in the top right corner
  2. Select "Profile" from the dropdown menu
  3. Or navigate directly to /settings/profile
  4. The Profile page displays your current plan and all account settings

Account Information

Brand Logo

Type: File upload with preview

Requirements:

  • Square image (equal width and height)
  • Minimum dimensions: 512 × 512 pixels
  • Maximum file size: 1 MB
  • Accepted formats: PNG, JPG, or WebP

Usage: Your logo appears in QR cards and email templates (when custom branding is enabled)

Tip: The logo is automatically optimized for cards and emails. Upload the highest quality square image you have.

Name

  • Type: Text input
  • Required: No (optional)
  • Purpose: Your display name for account identification
  • Can be updated at any time

Email

  • Type: Email input
  • Required: No (optional to edit)
  • Purpose: Your account email address
  • Email format is validated
  • Used for account login and notifications

Business Type

Type: Select dropdown (when not set) or disabled input (when set)

Required: Yes (when not set, for accounts created before field existed)

Options:

  • Author
  • Product Business
  • Software/Tool
  • Service Provider
  • Course Creator

Purpose: Helps customize your experience based on your business type

Note: Business type can only be set once. If your account was created before this field existed, you can set it now. Once set, it cannot be changed (contact support if you need to update it).

Author Business Type: If you select "Author" as your business type, you can set a "Pen Name" field that will be used in ARC watermarks. Pen name can only be set for Author accounts.

Email Settings (Required Fields)

These fields are required for sending emails to your customers. See Compliance & Legal Requirements above for detailed information about why each field is required.

Brand Name/Email Sender Name *

Required: Yes (always)

Purpose: The name customers see in their inbox when they receive emails from you. This is the "From" name in all your emails.

Example: "John's Book Downloads" or "Sarah's Courses" or "Mike's Coaching"

Where It Appears:

  • Email "From" Header: "[Your Brand Name] <delivery@reviewlead.com>"
  • Email Subject Line: "Complimentary Resource from [Your Brand Name]"
  • Email Footer: Used in unsubscribe text and sender information
  • All Promotional Emails: Sent to your leads

Default Value: Set during signup (uses your display name, first name + last name, or email as fallback)

Important: This field cannot be empty. It's required for all email communications. Customers will recognize your emails by this name, so choose something professional and memorable.

Customer Support Email *

Required: Yes

Purpose: Email address shown to customers when:

  • Their download link expires
  • They reach the download limit
  • They need help accessing their resource

Important: Required for active funnels with email delivery method. Must be a valid email address.

Physical Mailing Address *

Required: Yes (for CAN-SPAM compliance)

Purpose: Required for CAN-SPAM Act compliance in marketing emails

Usage: This address appears in email footers for marketing emails sent to US recipients

Example: "123 Main Street, City, State 12345, USA"

Important: Required for sending marketing emails. Must include complete address (street, city, state, zip code, country).

Compliance & Legal Requirements

ReviewLead implements comprehensive compliance features to ensure you can legally and ethically send marketing emails, provide customer support, and manage your review funnels. All compliance requirements are enforced to prevent accidental violations.

CAN-SPAM Act Compliance

The CAN-SPAM Act requires that all commercial marketing emails sent to US recipients include a valid physical mailing address in the email footer.

How ReviewLead Ensures Compliance:

  • Physical Mailing Address is required in your profile
  • All marketing emails automatically include your address in the footer
  • Email footer is non-editable and non-removable to ensure compliance
  • System validates address before allowing marketing emails to be sent
  • Marketing templates (Review Request, Follow-up, Reminder, Notification, Product Launch) require address
  • Transactional templates (Resource Delivery, Welcome) don't require address but include it if available

Important: You cannot send marketing emails without setting your Physical Mailing Address. The system will show an error and guide you to complete your profile.

Profile Completion System

ReviewLead ensures you have all required information before you can fully use the platform:

  • First-Time Users: New users are automatically redirected to Profile page on first login to complete required fields
  • Funnel Activation: When activating a funnel, system checks for required profile fields
  • Profile Completion Modal: If fields are missing, a modal appears explaining requirements and opens profile page in new tab
  • Email Sending: Backend validates compliance before allowing emails to be sent

Required Fields:

  • Brand Name/Email Sender Name (always required)
  • Customer Support Email (required for email delivery funnels)
  • Physical Mailing Address (required for marketing emails - CAN-SPAM compliance)

Email Delivery Requirements

Customer Support Email Requirement:

If you create a funnel with email delivery (sending resource via email), you must provide a Customer Support Email. This email is shown to customers when:

  • Their download link expires (7-day expiration)
  • They need help accessing their complimentary resource
  • They reach any download limits

Important: You cannot activate a funnel with email delivery without providing Customer Support Email. The system will show a modal and guide you to complete your profile.

Marketing Email Requirements

Physical Mailing Address Requirement:

Before sending any marketing email (bulk or individual), the system validates that you have set your Physical Mailing Address. This is required for CAN-SPAM Act compliance.

What Happens If Address Is Missing:

  • System shows error: "Physical mailing address is required for marketing emails (CAN-SPAM compliance)"
  • Email sending is blocked until address is provided
  • Error message guides you to Profile Settings to add address

Marketing vs Transactional Emails:

  • Marketing Templates: Review Request, Follow-up, Reminder, Notification, Product Launch (require address)
  • Transactional Templates: Resource Delivery, Welcome (don't require address, but include it if available)

Understanding Compliance Requirements

ReviewLead automatically enforces compliance requirements to protect you and ensure legal email sending:

When Creating/Activating Funnels:

  • If you select email delivery for resource, Customer Support Email is required
  • Physical Mailing Address is required before sending marketing emails to stay compliant
  • A modal will appear if fields are missing, explaining requirements
  • Modal opens profile page in new tab so you can complete profile and return

When Sending Marketing Emails:

  • System checks if Physical Mailing Address is set before sending
  • If missing, email sending is blocked with clear error message
  • Error guides you to Profile Settings to add address
  • Applies to both individual and bulk email sending

Automatic Compliance Features:

  • Email footers automatically include your physical address (for marketing emails)
  • Email footers automatically include customer support email
  • Unsubscribe links automatically added to marketing templates
  • All compliance elements are non-editable and non-removable

Why This Matters: CAN-SPAM Act violations can result in fines up to $51,744 per email. ReviewLead's automatic compliance features protect you from accidental violations by ensuring all required information is present before emails are sent.

Password Management

Change your account password to keep your account secure:

Changing Your Password

  1. Go to Settings → Profile
  2. Scroll to the "Password" section
  3. Enter your New Password (use the eye icon to show/hide password)
  4. Enter your Confirm Password (must match New Password)
  5. Click "Save" to update your password

Note: Password fields are optional - only fill them if you want to change your password. If you signed up with Google OAuth, you cannot set a password (you must use Google to sign in).

Password Requirements

  • Passwords must match in both "New Password" and "Confirm Password" fields
  • Use a strong, unique password
  • Consider using a password manager
  • Don't reuse passwords from other accounts

Google OAuth Users

If you signed up using Google OAuth:

  • You cannot set a password - you must use Google to sign in
  • Password fields will be disabled or hidden
  • Your account is linked to your Google account
  • If you want to use email/password login, contact support to convert your account

Authentication Methods

Email/Password Authentication

  • Sign up with email and password
  • Login with email and password
  • Password reset functionality available
  • Email verification (optional)
  • You can change your password in Profile settings

Google OAuth Authentication

  • Sign up with Google account
  • Sign in with Google account
  • No password required - uses Google authentication
  • Account linking: Existing email/password users can link Google OAuth (allows both login methods)
  • OAuth-only users cannot use email/password login (must use Google)

Current Plan Information

Your current plan is displayed at the top of the Profile page:

  • Plan name (e.g., "Starter", "Growth", "Scale")
  • "Change Plan" button to view available plans and upgrade options
  • Plan information is read-only - changes are made through the pricing page

Note: See Billing & Plans for more information about plans and upgrades.

Saving Your Changes

  1. Make your changes to any profile fields
  2. Scroll to the bottom of the page
  3. Click the "Save" button
  4. The button shows "Saving..." while processing
  5. You'll see a success message when changes are saved
  6. Validation errors (if any) will be displayed below the relevant fields

Important: You can save profile changes without completing every compliance field, but missing fields can block certain actions (for example, activating email-delivery funnels or sending marketing emails).

Security Features

Account Security

  • Secure Authentication: JWT tokens for secure session management
  • Password Protection: Passwords are hashed and never stored in plain text
  • Session Management: Automatic session expiration for security
  • Rate Limiting: OAuth endpoints are rate-limited (5 attempts per minute per IP)

Two-Factor Authentication (2FA)

Status: Coming soon

Two-factor authentication will be available in a future update to add an extra layer of security to your account.

Data Privacy

  • Your data is encrypted in transit (HTTPS)
  • Passwords are hashed using secure algorithms
  • Profile information is only accessible to you
  • Email addresses are used only for account management and notifications

Security Best Practices

  • Strong Passwords: Use a unique, strong password for your account. Consider using a password manager.
  • Regular Updates: Change your password periodically, especially if you suspect any security issues.
  • Don't Share Credentials: Never share your login credentials with anyone.
  • Log Out: Always log out when using shared or public computers.
  • Monitor Account: Regularly check your account settings and activity for any unauthorized changes.
  • Keep Email Updated: Ensure your email address is current so you can receive important account notifications.

Troubleshooting

Cannot Save Profile:

  • Check that all required fields are filled (Brand Name, Customer Support Email, Physical Mailing Address)
  • Ensure email format is valid
  • Check for validation error messages below fields

Logo Upload Fails:

  • Ensure image is square (equal width and height)
  • Check file size is under 1 MB
  • Verify image is at least 512×512 pixels
  • Ensure file format is PNG, JPG, or WebP

Password Change Not Working:

  • Ensure "New Password" and "Confirm Password" match exactly
  • If you signed up with Google, you cannot set a password - you must use Google to sign in
  • Try refreshing the page and attempting again

Related Help Topics

Billing & Plans•Complete workflow guide