Account & Settings
Manage your CredFolio account, profile, subscription, and preferences from the Settings page.
How Do I Access Settings?
To access your account settings:
Click your profile avatar in the top-right corner
Select Settings from the dropdown menu
Profile Settings
In Profile Settings, you can update your personal and professional information:
Display name — How your name appears in the app
Email address — Used for login and notifications
Profile photo — Optional avatar image
Credentials suffix — Professional designations (MD, DO, NP, etc.)
NPI number — National Provider Identifier
Primary practice state — Your main practice location
How Do I Add a Medical License?
To add a new medical license:
Upload your medical license document (PDF or image)
Our AI automatically extracts the license details
Review and confirm the extracted information
Your license is now tracked with expiration alerts
Tip: Upload your license documents to enable accurate CME tracking with state-specific requirements.
Notification Preferences
Control how CredFolio communicates with you:
Expiration reminders — Alerts before credentials expire
CME deadline warnings — Notifications about upcoming CME requirements
Product updates — New features and improvements
Notification Channels
Email — Available on all tiers
SMS — Available on Pro and Premium tiers
Calendar integration — Coming soon on Premium tier
Subscription & Billing
How Do I View My Current Plan?
Go to Settings → Subscription to see:
Current subscription tier
Billing cycle and next payment date
Feature limits for your tier
How Do I Upgrade My Plan?
To upgrade your subscription:
Go to Settings → Subscription
Click Upgrade Plan
Select your new tier (Pro or Premium)
Choose monthly or annual billing
Complete payment through Stripe
Save Money: Annual plans include 2 months free compared to monthly billing!
How Do I Update My Payment Method?
Update your credit card or payment method in the Subscription section. We use Stripe for secure payment processing. Your payment information is never stored on our servers.
Security Settings
How Do I Change My Password?
To change your password:
Go to Settings → Security
Click Change Password
Enter your current password
Enter and confirm your new password
Connected Accounts
If you signed up with Google or social login, you can:
View your connected account
Add a password for email/password login
Disconnect social login (requires adding a password first)
Data & Privacy
How Do I Export My Data?
Data export functionality is coming soon. You'll be able to download all your credentials, documents, and CME records in standard formats. CME report exports are currently available for paid users.
How Do I Delete My Account?
Warning: Account deletion cannot be undone after the 30-day grace period. All your documents, credentials, and data will be permanently deleted.
To delete your account:
Go to Settings → Security
Click Delete Account
Review the data that will be deleted
Click I Understand
Type DELETE-CREDFOLIO to confirm
Enter your password
If you have two-factor authentication, enter your 6-digit code
Click Delete My Account
30-Day Recovery: You can recover your account by logging back in within 30 days. After that, all data is permanently deleted.