{"id":147321,"date":"2026-09-23T09:00:58","date_gmt":"2026-09-23T09:00:58","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=147321"},"modified":"2026-09-23T13:54:12","modified_gmt":"2026-09-23T13:54:12","slug":"account-information-screen-guide","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/account-information-screen-guide\/","title":{"rendered":"&#8220;Account Information&#8221; Screen Guide"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The &#8220;Account Information&#8221; screen displays a comprehensive summary of your Daftra account: your business&#8217;s core details, your subscription plan details and consumption\u00a0 percentage, your account number and support code, along with quick links to edit settings, download a backup, or cancel the account. This guide explains the required permissions, the steps to access the screen, its content element by element, and the cases in which each element appears or disappears.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> you need the <strong style=\"color: #111827;\">&#8220;Edit General Settings&#8221;<\/strong> permission or the <strong style=\"color: #111827;\">&#8220;View Account Information&#8221;<\/strong> permission to be able to open this screen.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to Access the Screen<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the <strong style=\"color: #111827;\">sidebar menu<\/strong>, click on the <strong style=\"color: #111827;\">&#8220;Settings&#8221;<\/strong> tab.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the submenu, click on <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/owners\/account_info\" target=\"_blank\" rel=\"noopener\">&#8220;Account Information&#8221;<\/a>.<\/li>\n<\/ol>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Screen Header<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Account #:<\/strong> your account&#8217;s identification number in Daftra, directly copyable by clicking on it.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Support PIN:<\/strong> a 4-digit code specific to your account, copyable. It&#8217;s automatically attached to any message you send through the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/contact\" target=\"_blank\" rel=\"noopener\">&#8220;Contact Us&#8221;<\/a> form to help the support team verify your account.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Business Card<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Logo and Business Name:<\/strong> the logo only appears if one has already been uploaded.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Subdomain:<\/strong> next to it is an <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/settings\/custom-domains\/manage\" target=\"_blank\" rel=\"noopener\">&#8220;Edit&#8221;<\/a> link that only appears if your plan supports linking a custom domain, and takes you to the custom domains management screen.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Address:<\/strong> the registered business address.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">An <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/settings\" target=\"_blank\" rel=\"noopener\">&#8220;Edit&#8221;<\/a> link below the address: doesn&#8217;t edit anything directly here, but takes you to the &#8220;Business Information&#8221; screen within Settings to edit the name, logo, and contact details.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Default Currency<\/strong>, <strong style=\"color: #111827;\">Timezone<\/strong>, <strong style=\"color: #111827;\">Date Format<\/strong> (with today&#8217;s date shown next to it as a live example of the final format).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/backup\" target=\"_blank\" rel=\"noopener\">&#8220;Download Backup&#8221;<\/a> button: only appears for the account owner, and doesn&#8217;t appear for other employees even if they have permission to access this screen.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/cancel\" target=\"_blank\" rel=\"noopener\">&#8220;Cancel this Account&#8221;<\/a> link: this action requires confirmation before the cancellation is carried out.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Plan &amp; Subscription Card<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Account Plan:<\/strong> the name of the current plan.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Expires On:<\/strong> the plan&#8217;s expiration date (or &#8220;Never&#8221; for some special plans), with a <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/renew\" target=\"_blank\" rel=\"noopener\">&#8220;Renew Plan&#8221;<\/a> button.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/upgrade\" target=\"_blank\" rel=\"noopener\">&#8220;Upgrade Plan&#8221;<\/a> button.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/my_accounts\" target=\"_blank\" rel=\"noopener\">&#8220;Accounts Dashboard&#8221;<\/a> button: takes you to your accounts management page on the Daftra portal.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Plan Consumption:<\/strong> a list of each of your plan&#8217;s limits (such as additional users, additional branches, clients, employees, invoices and quotations, cash treasuries and banks, and others depending on the add-ons enabled for you). Each item shows the currently used value, then a progress bar, then the maximum limit (or the <strong style=\"color: #111827;\">\u221e<\/strong> symbol if there&#8217;s no limit for this item). Some items display an <strong style=\"color: #111827;\">&#8220;Order Extra&#8221;<\/strong> button next to them to request an increase to the limit, when this option is available for your plan.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Important Notes<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The &#8220;Renew Plan,&#8221; &#8220;Upgrade Plan,&#8221; and &#8220;Accounts Dashboard&#8221; buttons don&#8217;t appear within the iOS apps, and the renewal\/upgrade buttons are also hidden for some special partnership plans.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The color of each item&#8217;s progress bar in &#8220;Plan Consumption&#8221; automatically changes based on the consumption percentage: green up to 65%, orange between 65% and 80%, red above 80%.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The storage space item doesn&#8217;t appear within &#8220;Plan Consumption&#8221; unless your actual consumption exceeds 20% of the space available for your plan.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Business information (name, logo, address&#8230;) can&#8217;t be edited directly from this screen; it&#8217;s a view and summary screen only, and the &#8220;Edit&#8221; links take you to the dedicated screens for that.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Frequently Asked Questions<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Why don&#8217;t I see the Plan &amp; Subscription card?<\/strong> Most likely because your account is managed as a private white-label brand; this card never appears for this type of account.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">What&#8217;s the &#8220;Support PIN&#8221; for?<\/strong> It&#8217;s used to verify your account&#8217;s identity when contacting the support team, and is automatically attached to messages sent through the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/contact\" target=\"_blank\" rel=\"noopener\">&#8220;Contact Us&#8221;<\/a> form.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Why don&#8217;t I see the &#8220;Download Backup&#8221; button?<\/strong> This button is only available to the account owner, regardless of your other permissions.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">How do I change the business name or logo from this screen?<\/strong> They can&#8217;t be edited directly from here; click the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/settings\" target=\"_blank\" rel=\"noopener\">&#8220;Edit&#8221;<\/a> link below the business details to go to the &#8220;Business Information&#8221; screen within Settings.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Why doesn&#8217;t the &#8220;Order Extra&#8221; button appear next to one of the plan consumption items?<\/strong> This button only appears for items that support requesting a limit increase within your current plan.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2215,2216],"tags":[17569,17576,17575,17572,17573,17571,17574,17570],"class_list":["post-147321","tutorial","type-tutorial","status-publish","hentry","category-my-account","category-account-information-and-settings","tag-account-information-screen-guide","tag-canceling-your-daftra-account","tag-editing-business-information-from-settings","tag-how-do-i-download-a-backup-of-my-account","tag-plan-consumption-and-usage-limits","tag-support-pin-and-account-number","tag-upgrading-or-renewing-your-plan","tag-viewing-your-daftra-account-summary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>&quot;Account Information&quot; 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