Dashboard
User Guide

Account & Settings

Manage your profile, notifications, billing, and security from Dashboard → Settings.

Profile settings

Your profile includes your full name, company name, and preferred language. These are used as defaults when generating policies — your company name, for example, pre-fills the brand name field. Update them any time in Settings → Profile.

Changing your email address

Go to Settings → Profile and click the email field to change it. You'll receive a verification email to your new address. Your login email will update once verified. Note: if you signed up with Google, your email is managed by your Google account.

Changing your password

Go to Settings → Security and click Change password. Enter your current password, then your new password twice. Passwords must be at least 8 characters. If you signed up with Google or another social login, you don't have a password — you authenticate via that provider.

Billing

View and manage your subscription from Dashboard → Billing. From there you can:

  • View your current plan and usage
  • Upgrade or downgrade your plan
  • Update your payment card
  • Download invoices and receipts
  • Cancel your subscription
💡 Agency team members cannot access billing — it is visible to the account owner only.

Cancellation

Cancel any time from the billing page. Your subscription continues until the end of the current billing period — you won't be charged again after that. All your generated policies remain accessible after cancellation; you just won't be able to generate new ones on a paid quota.

Data export & deletion

Exporting your data

You can download a ZIP of all your generated policies at any time from Settings → Privacy. The export includes policy content in JSON and plain text formats, plus your profile data.

Deleting your account

Go to Settings → Privacy → Delete account. This permanently deletes your profile, all generated policies, and all billing data. This action is irreversible — download your data first if you want to keep it.

⚠️ Account deletion is permanent. Embedded policies on external sites will stop loading after deletion. Make sure to remove embed scripts from any websites before deleting.

Notifications

PolicifyAI sends transactional emails for: account verification, password reset, payment receipts, team invitations, and plan expiry warnings. Marketing emails can be opted out from the unsubscribe link in any email or from Settings → Notifications.

Security

Active sessions

View all active login sessions from Settings → Security. You can revoke any session (e.g. if you left yourself logged in on a public computer) by clicking Sign out next to the session.

Two-factor authentication

Two-factor authentication (2FA) via authenticator app is available. Enable it from Settings → Security → Two-factor authentication. Once enabled, you'll be prompted for a code on each new login.