> For the complete documentation index, see [llms.txt](https://docs.cottfile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cottfile.com/filer-guide/managing-your-profile.md).

# Managing Your Profile

The Profile page lets you view and update your account details, credentials, and payment methods.

## Account Information

The top of the profile page shows your role and key credentials:

* **Email** -- Your primary login email. You can add or change your email through the email management dialog.
* **Role** -- Your account type (Attorney, Pro Se Litigant, Organization Admin, or Government). This is set during onboarding and determines your available features.
* **Bar Number** -- For attorneys, your Louisiana bar number. This is used to link you to cases in the court system.
* **PIN** -- For pro se litigants, a system-generated PIN used for identification.

## Contact Details

You can update the following fields at any time:

* **First Name** and **Last Name**
* **Phone Number**
* **Mailing Address**

Click **Save** after making changes. A confirmation toast appears when the update is successful.

{% hint style="info" %}
**📹 GIF:** The Profile page showing account information at the top (role, bar number, email), editing the phone number and mailing address fields, and clicking Save.
{% endhint %}

## Firm / Organization

If you are part of a law firm or organization:

* Your current firm affiliation is shown on the profile page.
* You can search for and link to an existing organization.
* You can unlink from your current firm if needed.

## Password

You can change your password through the password management dialog accessible from the Profile page. You will need to enter your current password and then set a new one.

## Payment Methods

The Profile page includes a **Payment Methods** section where you can manage your personal credit and debit cards:

* **Add a card** -- Enter your card details through the secure payment form. The system automatically detects the card brand (Visa, Mastercard, Amex, Discover). Your full card details are stored securely by the payment processor and are never visible to the system.
* **Update your card** -- Click **Update** to replace your card with a new one.

{% hint style="info" %}
**📹 GIF:** Scrolling to the Payment Methods section on the Profile page, clicking to add a card, entering card details in the secure form, and seeing the card appear with brand and last four digits.
{% endhint %}

Your personal card is used for filing fees unless your organization has a shared firm card on file. During the Fees step of the filing wizard, you can choose which card to use.

## Notification Preferences

Your notification preferences control how you receive updates about your filings. The Notifications page (accessible from the sidebar) shows all your notifications and lets you filter by type:

* **Filing Submitted** -- Confirmation when your filing is received.
* **Filing Accepted** -- Notification when your filing is approved.
* **Filing Rejected** -- Alert when your filing is rejected, with the rejection reason.
* **Fee Waiver Decision** -- Result of a fee waiver request.
* **Case Activity** -- Updates about activity on cases you are involved in.
* **System Alerts** -- General system announcements and maintenance notices.

Each notification links directly to the related filing so you can take immediate action if needed.

{% hint style="info" %}
Email notifications are sent automatically for key events like filing acceptance and rejection. In-app notifications appear in the bell icon in the top navigation bar, with an unread count badge.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.cottfile.com/filer-guide/managing-your-profile.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
