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Settings and Billing

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What does this do for me?

Settings is where you manage public page fields, team members, notification preferences, billing, and storage allocations.

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Open Settings

Select Settings in the member portal sidebar.

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Organization

The Organization section shows your legal name, DBA, and tier. Owners and administrators can update the legal entity name and DBA.

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Storage allocations

Storage quotas per plan are displayed here. The page shows used and total bytes.

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Team management

The Team section lists current members. Owners can invite new staff members by email. Each invite creates an Auth0 account and sends a password-change link. Owners can also remove team members.

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Billing

The Billing card shows your current plan and payment status. TexasVerified supports these states:

• Active — subscription is current.
• Trialing — the free trial period is active.
• Past due — a payment failed and the subscription is in retry.
• Action required — a payment requires customer authentication.
• Paid / Failed/retrying — Stripe invoice outcomes appear in the billing history.

Choose Manage billing to update your payment method or review invoices.

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Apple Wallet pass design

If your plan includes Apple Wallet passes, customize the pass appearance — layout and palette — from Settings. Changes trigger a push update to registered devices.

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Public page editor

Edit the public-facing member page fields for each location. The public page is visible at /m/[certificateNumber].

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Notification preferences

Set default preferences for Email, SMS, and In-app notifications. The defaults are email and in-app enabled, SMS disabled.

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Team invite flow

When you invite a team member, TexasVerified creates the Auth0 account and sends a password-change ticket. The new member receives a link to set their password and sign in. Only retailer_owner or platform admin roles can invite or remove team members.