Account Settings

This guide covers how to manage your personal account settings in C-Tax, including your profile, password, security, and preferences.

Accessing Settings

Step 1: Open Settings

1. Click on your name or profile picture in the top-right corner
2. Select Settings from the dropdown menu

Or look for a Settings option in the sidebar.

Step 2: Navigate Setting Sections

Settings are organized into sections:

• Profile - Your personal information
• Password - Change your password
• Two-Factor Authentication - Security settings
• Appearance - Display preferences

Profile Settings

What You Can Change

Updating Your Profile

1. Go to Settings → Profile
2. Edit your information
3. Click Save or Update Profile

Important Notes

• Email changes may require verification
• Your role is shown but can only be changed by an administrator
• Branch assignment is managed by administrators

Password Settings

When to Change Your Password

Change your password if:

• It’s been a long time since you changed it
• You think someone else might know it
• You’ve used it on an insecure computer
• You’re required to by company policy

How to Change Your Password

1. Go to Settings → Password
2. Enter your Current Password
3. Enter your New Password
4. Confirm your new password
5. Click Update Password or Save

Password Requirements

A good password should:

• Be at least 8 characters long
• Include uppercase and lowercase letters
• Include numbers
• Include special characters (!@#$%^&*)
• Not be a common word or phrase
• Not include your name or email

Password Tips

Forgot Your Password?

If you’re logged in and want to change your password:

• Use the Password settings

If you can’t log in:

• Use the “Forgot Password” link on the login page
• Check your email for the reset link

Two-Factor Authentication (2FA)

What is 2FA?

Two-Factor Authentication adds extra security by requiring:

1. Something you know (your password)
2. Something you have (your phone with authenticator app)

Even if someone gets your password, they can’t log in without your phone.

Setting Up 2FA

Step 1: Access 2FA Settings

1. Go to Settings → Two-Factor Authentication (or Security)
2. Click Enable or Set Up 2FA

Step 2: Install an Authenticator App

If you don’t have one, download:

• Google Authenticator (iOS/Android)
• Microsoft Authenticator (iOS/Android)
• Authy (iOS/Android/Desktop)

Step 3: Scan the QR Code

1. Open your authenticator app
2. Choose Add Account or tap the + button
3. Select Scan QR Code
4. Point your camera at the QR code shown in C-Tax
5. The app will add C-Tax to your accounts

Step 4: Verify the Code

1. Your authenticator app shows a 6-digit code
2. Enter this code in C-Tax
3. Click Verify or Enable

Step 5: Save Recovery Codes

C-Tax will show recovery codes. Save these safely!

• Write them down
• Store in a secure location
• These codes let you log in if you lose your phone

Using 2FA to Log In

After setup:

1. Enter your email and password
2. Open your authenticator app
3. Find the C-Tax entry
4. Enter the 6-digit code shown
5. Click Verify

The code changes every 30 seconds, so enter it promptly.

If You Lose Your Phone

Use your recovery codes to log in:

1. On the 2FA screen, look for “Use Recovery Code”
2. Enter one of your saved recovery codes
3. Log in successfully
4. Set up 2FA again with your new phone

If you don’t have recovery codes:

• Contact your system administrator
• They can reset your 2FA

Disabling 2FA

If you need to turn off 2FA:

1. Go to Settings → Two-Factor Authentication
2. Click Disable
3. Confirm with your password or current code
4. 2FA is now off

Note: Your administrator may require 2FA, preventing you from disabling it.

Appearance Settings

Theme Options

C-Tax may offer different visual themes:

Changing the Theme

1. Go to Settings → Appearance
2. Select your preferred theme
3. The change applies immediately

Why Use Dark Mode?

• Easier on eyes in low light
• May reduce eye strain
• Saves battery on some devices

Account Security Best Practices

Protect Your Account

Recognize Security Threats

Watch out for:

• Emails asking for your password (phishing)
• Unusual login notifications
• Changes you didn’t make
• Unfamiliar transactions

If you notice something suspicious:

1. Change your password immediately
2. Review recent activity
3. Contact your administrator
4. Enable 2FA if not already active

Deleting Your Account

If available, account deletion:

1. Go to Settings → Delete Account (or similar)
2. Read the warnings carefully
3. This is usually permanent
4. Enter password to confirm
5. Your account is removed

Note: Most users cannot delete their own accounts. Contact your administrator if you need your account removed.

API Integration (For Owners and Admins)

If your business uses external systems that need to connect to C-Tax, you can manage API keys through the Integration page.

Note: This section is only available to users with Owner or Admin roles.

Accessing API Integration

1. Click Integration in the sidebar menu
2. You’ll see the API Integration page with your API keys

Understanding API Keys

C-Tax provides two types of API keys:

Managing Your API Keys

Viewing API Keys

1. Your API keys are partially hidden by default for security
2. Click the shield icon next to a key to show/hide the full key
3. Keys are displayed as: ctax_live_xxxx... or ctax_sandbox_xxxx...

Copying an API Key

1. Click the copy icon next to the key you want to copy
2. The key is copied to your clipboard
3. A checkmark appears to confirm the copy was successful

Regenerating an API Key

If you need to create a new API key (for example, if the old one was compromised):

1. Click the “Regenerate” button next to the key
2. Read the warning carefully:
   • The old key will stop working immediately
   • Any applications using the old key will lose access
   • This action cannot be undone
3. Click “Regenerate Key” to confirm
4. Your new key will be displayed

Warning: Be very careful when regenerating a Live API Key as it will immediately break any production integrations.

Quick Start Guide

The Integration page includes a Quick Start Guide showing:

API Security Best Practices

Settings FAQ

Can I change my email address?

Usually yes, through Profile settings. You may need to verify the new email.

Can I change my username?

If C-Tax uses usernames, check Profile settings. Otherwise, your email is your username.

Why can’t I change certain settings?

Some settings are controlled by administrators:

• Your role
• Branch assignment
• 2FA requirements

How do I get more access?

Contact your administrator to request role changes or additional permissions.

Is my data secure?

C-Tax uses encryption and security measures. Your password is never stored in plain text.

Next: Check out Troubleshooting & FAQ for help with common issues