> ## Documentation Index
> Fetch the complete documentation index at: https://docs.soycedi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Profile and Security

The user accesses the **"Profile"** screen from the system's side menu, where general account information, active security methods, contracted plan details, and company tax data are displayed.

***

### Profile Information

In the **Profile** section, the system displays the user's identifying details:

* **Email**: Email address associated with the account.
* **Full Name**: Primary user's name.
* **Team**: Name of the assigned team or group within the organization. From this option, the user can select **"Change / Manage"** to manage their team assignment.

***

### Security and Verification Settings

In the **Security Settings** section, the system allows managing enhanced authentication mechanisms to protect account access:

* **Authenticator app**: Management of TOTP codes using applications such as Google Authenticator or Microsoft Authenticator. The user can enable/disable this method by selecting **"Disable"** (if currently active) or **"Configure"**.
* **Email verification**: Option to confirm sensitive operations by receiving a code sent to the login email address. To enable it, the user must select the **"Configure"** option.

***

### Subscription Plan

In the **Plan** section, the system presents information regarding the current service level:

* **Plan Type**: Displays the contracted plan option (e.g., *Enterprise*).
* **Current period**: Validity of the active billing cycle.
* **Accounting AI agent usage**: Allows checking usage and metrics via the **"View details"** option.
* **Cancel subscription**: Action button to manage cancellation or modification of the current plan.

<img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-perfilusuario1.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=c69740d06f24455df2ebd7012a1bde5c" alt="title" width="1240" height="687" data-path="imagesu/cedi-perfilusuario1.png" />

***

### Company Information

Scrolling down the screen displays the **Company Information** panel, detailing the registered legal entity data:

* **Identification**: Company name and RFC (Tax ID).
* **Address**: Street, Exterior No., Interior No., Neighborhood/Colonia, Municipality/Borough, State, and ZIP Code.
* **Contact**: Primary company phone number.
* **Additional Information**: Company category and registered Corporate Purpose.

<img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-perfilusuario2.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=01e67d5d64cc6f1654fb2cd4c5877249" alt="title" width="1222" height="832" data-path="imagesu/cedi-perfilusuario2.png" />

***

## Configuration and activation of 2FA code (Authenticator App)

To activate the **Authenticator app** from the security module, the user must select the **"Configure"** option. The system will initiate the pairing flow requesting the use of a compatible application (such as Google Authenticator).

1. **App Installation**: On your mobile device (iOS or Android), access the App Store or Google Play Store, search for, and install the **Google Authenticator** app.
2. **QR Code Scanning**: Open the mobile app, select the option to add an account, and choose **"Scan a QR code"**.
3. **Screen Scanning**: Point the phone camera at the QR code displayed on the screen within the system.

<div className="not-prose grid grid-cols-1 gap-4 sm:grid-cols-2">
  <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/images/cedi-2fa-1.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=51d86e6331510ca4e1cbc686f6e1acf8" alt="Installing Google Authenticator from the app store" className="w-full rounded-lg border border-zinc-200 dark:border-zinc-700" width="361" height="745" data-path="images/cedi-2fa-1.png" />

  <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/images/cedi-2fa-2.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=e2e6327f90d5591a5d542e14487e6a15" alt="Google sign-in on mobile device" className="w-full rounded-lg border border-zinc-200 dark:border-zinc-700" width="379" height="778" data-path="images/cedi-2fa-2.png" />
</div>

4. **Temporary code generation**: The app will start generating 6-digit dynamic codes that refresh periodically (approximately every 30 seconds).
5. **System confirmation**: Enter the active dynamic code shown on your phone into the text field on the platform and confirm the operation.

<div className="not-prose grid grid-cols-1 gap-4 sm:grid-cols-2">
  <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/images/cedi-2fa-3.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=db3aedf629166f91667fe60c77ea57b7" alt="Google Authenticator configuration: add code or scan QR" className="w-full rounded-lg border border-zinc-200 dark:border-zinc-700" width="425" height="883" data-path="images/cedi-2fa-3.png" />

  <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/images/cedi-2fa-4.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=48498a2ab95392aa2ccc249031953397" alt="Temporary codes generated in Google Authenticator" className="w-full rounded-lg border border-zinc-200 dark:border-zinc-700" width="471" height="966" data-path="images/cedi-2fa-4.png" />
</div>

Once the code is validated, the system will successfully register the activation of Two-Factor Authentication (2FA) and update the status to **"Disable"** within the profile panel.

<div className="not-prose flex justify-center">
  <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/images/cedi-2fa-5.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=2475c5fc2a6117f1c0a18fb85ce5ff1e" alt="Confirmation of 2FA code in the CEDI system" className="w-full max-w-md rounded-lg border border-zinc-200 dark:border-zinc-700" width="1045" height="971" data-path="images/cedi-2fa-5.png" />
</div>

***

## Email Verification Setup and Activation

To activate **Email Verification** from the security module, the user must select the **"Configure"** option located next to *Email Verification*.

<img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-correo1.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=2217b359ab7d36c8eaafb6c5b46fad33" alt="title" width="1917" height="1022" data-path="imagesu/cedi-correo1.png" />

1. **Code request**: The system will display the **"Email Verification"** modal window, indicating that a 6-digit code has been sent to the user's registered email address.
   <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-correo2.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=31854acfee2ebdb9b4e92e2385ed3ade" alt="title" width="728" height="371" data-path="imagesu/cedi-correo2.png" />

2. **Email receipt**: Open the inbox of the associated email account. The system will send a message with the 6-digit verification code. If necessary, a new resend can be requested after the waiting time indicated on the screen has elapsed.
   <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-correo3.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=7b619cc304a620ced436396b88b94463" alt="title" width="1917" height="566" data-path="imagesu/cedi-correo3.png" />

3. **Code entry and activation**: Enter the 6 digits in the corresponding fields within the modal window and select the **"Activate Email MFA"** button.
   <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-correo4.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=c74e026126bc5ee9b0a061d7cd88b250" alt="title" width="1917" height="671" data-path="imagesu/cedi-correo4.png" />

Once confirmed, the system will register the activation and the button status will change to **"Deactivate"** in the Security Settings section.

To deactivate **Email Verification** and **Authenticator App Verification**, the user must access the **Security Settings** panel and select the **"Deactivate"** option located next to *Email Verification* or *Authenticator App*, respectively.

<img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-correo5.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=72f35ae314337bfcef6b2e4a19420c56" alt="title" width="1916" height="1026" data-path="imagesu/cedi-correo5.png" />

1. **Confirmation method selection**: The system will display the **"Deactivate email verification"** modal window, where the user must choose the method to confirm the operation:
   * **Authenticator**: If they prefer to validate the action using their authenticator app (TOTP).
   * **Email (Send code)**: If they prefer to receive a confirmation code by email.
     <img src="https://mintcdn.com/cedi-86229eb4/yYCHw-CYkJoPAkLZ/imagesu/cedi-correo6.png?fit=max&auto=format&n=yYCHw-CYkJoPAkLZ&q=85&s=58ac02b0c5dddbfbbc31296954ba4507" alt="title" width="679" height="376" data-path="imagesu/cedi-correo6.png" />
2. **Validation code entry**: Enter the 6-digit code (obtained from the authenticator app or the email sent) in the corresponding fields.
3. **Confirmation**: Click the **"Deactivate"** button to process the request.

Once the code has been validated, the system will complete the deactivation and the button status on the platform will change back to **"Configure"**.


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