Account settings

Navigate to Account Settings to update your profile on the Profile tab. Your display name, photo and short bio are what clients see at the top of their portal.

The Your account block on the Profile tab shows your email address and current plan. If your email is not yet verified, you will see a prompt to send a verification email - just click it and follow the link we send you.

Verifying your email keeps your account secure and unlocks features like password recovery and two-factor authentication. You can also see your current plan here and jump to the Subscription page to upgrade.

On the Security tab, two-factor authentication (2FA) adds a second layer of security to your account. When it is turned on, you will be asked for a one-time code - emailed to you - every time you sign in, even if someone else knows your password.

To enable it, your email address must be verified first. Click Enable, enter the code we email you to confirm it works, and 2FA is active. You can turn it off the same way - we email a confirmation code before disabling it.

To change the email on your account, open the Security tab, enter your new address and submit. We send a confirmation link to that new address - open it and enter your password to finish the change. Your email only updates once you confirm, which keeps your account safe.

Keep your account secure by updating your password regularly. You will need to enter your current password before setting a new one. Please choose a password that meets the following criteria:

• Length: Minimum of 8 characters.
• Uppercase: At least one capital letter (A-Z).
• Numeric: At least one number (0-9).
• Symbol: At least one special character (e.g., !, @, #, $).

After changing your password, you will remain logged in on your current session. Other sessions will be signed out for security.

On the Data & exports tab, Project files gives you every image, document, and deliverable you have uploaded, packaged as ZIP archives. This is your files only - for project details, client contacts, and invoice records, use the account data export in the next step.

Projects download one at a time, each as its own ZIP, rather than as a single enormous archive. A large account can take a long time to transfer, and one dropped connection near the end of a single archive would cost the whole download. Progress is remembered on the device you are using, so if a download fails you can press Resume and continue from where it stopped instead of starting again.

In Chrome and Edge you will be asked once for a folder to save everything into. Other browsers save each archive to your usual downloads folder, and very large projects may need to be downloaded from the project page instead. Keep the tab open until the queue finishes.

Account records is the companion to the file download: it gives you the records rather than the files. That means your project details, client names and email addresses, invoice amounts, timeline steps, the messages exchanged through your client portals, your support tickets and our replies, and a record of the legal documents you accepted and when.

Your account details include the time zone your browser reports, which FreelioPro picks up automatically when you use your workspace. It is used to put dates on the right day for you: deadlines in our emails, invoice reminders, and which day your earnings fall on. The dates in the export are days in that time zone.

The export arrives as a single ZIP containing spreadsheet-friendly CSV files you can open in Excel or Google Sheets, a clients.vcf contact file that imports straight into an address book, a PDF of every invoice, and a JSON copy of everything for completeness. Sections you have never used are left out entirely, so an account with no invoices gets no empty invoice files to puzzle over.

The export contains your clients' names and email addresses, so treat the ZIP as confidential and keep it somewhere safe.

Close your account, at the bottom of the Data & exports tab, permanently deletes your account. This is irreversible: your projects, uploaded files, assets, invoices, client portals, messages, and support tickets are all removed, and your username is released for someone else to claim. We keep no backup copy you can ask us to restore.

Because it cannot be undone, deletion runs through three deliberate steps:

• Review - we show you exactly what will be deleted, counted from your actual account, with links to Project files and Account records.
• Tell us why - choose a reason for leaving and add any optional detail. It helps us improve, and it gives you one more moment to reconsider.
• Confirm with an emailed code - we send an 8-digit code to your registered email address. Entering it completes the deletion.

If you have an active paid subscription you must cancel it first. The delete button stays locked until you do, and the dialog links you straight to the cancellation. This is deliberate: deleting an account without cancelling would leave you being billed for a subscription you can no longer see or manage.