> 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. This is read-only. It is also the address the court uses to reach you about your filings, so it can only be changed by a system administrator -- contact your court if it needs updating.
* **Role** -- Your account type (Attorney, Paralegal, Pro Se Litigant, Organization Admin, or Government). This is set during onboarding and determines your available features.
* **Bar Roll Number** -- For attorneys (and government filers with bar credentials), your Louisiana State Bar registration. This is used to link you to cases in the court system. It must be unique -- if you see *"This bar roll number is already registered to another account"*, and the number is yours, contact the court so they can merge the duplicate record.
* **PIN** -- For pro se litigants, a system-generated PIN (e.g., PS-12345) used for identification.

## Contact Details

You can update the following fields at any time:

* **First Name** and **Last Name**
* **Phone Number**
* **Mailing Address** -- structured fields: address lines, City, State, and ZIP. Attorneys must keep a complete mailing address on file.
* **Bar Roll Number** (for attorneys)

Click **Save** after making changes.

{% 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.

To join a firm, use the join flow in [Settings](/filer-guide/settings.md) (or during onboarding) -- CottFile matches you to your firm by email domain or name, and a member approves you when needed. To be added by your firm instead, ask a member to send you an invite from Settings → Team Members.

### Invitations from Other Firms

If a firm adds your email while you already belong to another organization, you receive an **invitation**. Your dashboard shows an **Invitation to join** banner; click **Review invitation** to choose between three options:

* **Add as second practice** -- you keep your current firm and hold both on one account, switching between them from the top bar's *Practice* chip. The inviting firm becomes your active practice.
* **Move** -- you leave your current firm. Filings you already submitted there stay on its record (and remain visible to you); paralegal assignments there are cleared unless another shared practice backs them.
* **Decline** -- nothing changes.

{% hint style="info" %}
If you are the only admin of a firm that still has other members, assign another admin before switching.
{% endhint %}

## 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

Notifications are managed from the Notifications page, not the Profile page. There you can review all your in-app notifications, choose which emails you receive, and send emails to up to five addresses -- including a shared firm inbox. See [Notifications and Email Preferences](/filer-guide/notifications.md).


---

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