Docs Your Account Managing Your Account

Managing Your Account

Do you want to view or update your SendLayer account settings?

Directly from your SendLayer dashboard, you can upgrade your plan, generate an invoice, change your password, and much more!

In this tutorial, we’ll show you how to manage your SendLayer account.

Accessing Your Account Settings

To access your account settings, you’ll first need to log in to your SendLayer dashboard. Then, click on Account Settings in the sidebar menu.

click account settings in navigation menu

This will take you to the Account Settings page. Here you’ll find options to upgrade, downgrade, or cancel your account. You can also update your billing and profile information, change your password, generate an invoice, and set up Two-Factor Authentication (2FA). We’ll cover each of these settings in the following sections.

Upgrading or Downgrading Your Account

To upgrade or downgrade your SendLayer plan, head to the Account Information section. Then, click on the Upgrade button to begin the upgrade or downgrade process.

click upgrade link

Canceling Your Account

If you’d like to cancel your SendLayer account, click the Cancel link located in the Account Information section.

click link to cancel account

Updating Your Payment Method

To update the payment method you use for your SendLayer plan, click the Update link in the Payment Method section of your account information.

click update link to edit payment method

On the next page, you’ll see an overview of your plan and billing details.

update payment method screen

From here, you can select the Use a new payment method option to add a new card.

select use a new payment method option

Next, go ahead and add your card details and click the Change payment method button to switch your default payment method to the new card you’re adding.

click change payment method button

Generating an Invoice

SendLayer makes it easy to quickly generate an invoice for any account-related purchases. To do this, scroll to the Billing section of your account settings.

billing section of account settings

Then, click on the Generate Invoice link next to an order to download a PDF of your invoice.

click generate invoice button

Updating Your Profile

In the Profile section of your account settings, you can update any of your personal details, such as your name, email address, and mailing address.


In this section, you also have the option to change your account password. To do this, check the box next to Change password and add your new password details.

change password checkbox

If you’ve updated your personal details or password, be sure to click the Update Profile button to save the changes.

click update profile button

Setting Up Two-Factor Authentication

At the bottom of the page, you’ll find an option to set up Two-Factor Authentication (2FA). This is an easy way to add another layer of security to your account.

two factor authentication section

That’s it! Now you know how to manage your SendLayer account.

Next, would you like to learn about managing your domain settings? Check out our tutorial on editing domain settings for more information.