> For the complete documentation index, see [llms.txt](https://docs.upgrade.chat/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.upgrade.chat/features/self-service-portal-profile.md).

# Self Service Portal / Profile

The self service portal is where your customers can go to update their subscriptions without having to be in your server or type commands. [**https://upgrade.chat/profile**](https://upgrade.chat/profile)\
\
This allows them to:

* Update / Change Their Billing / Payment Methods
* View Current Subscriptions
* Manage Their Subscriptions
* View which servers they are paying in
* View which roles they have
* Cancel select subscriptions
* See when their subscriptions are ending

{% hint style="success" %}
For Servers that use PayPal:  **NO SETUP REQUIRED**
{% endhint %}

{% hint style="info" %}
For Servers that use Stripe you **MUST enable** and setup the portal: [**https://dashboard.stripe.com/settings/billing/portal**](https://dashboard.stripe.com/settings/billing/portal)
{% endhint %}

For **STRIPE** Billing Portal Setup, you **MUST MATCH** these settings:

![If you do not match these settings, you WILL have issues with roles.](/files/-MNjaFtNQHrKRgqAOFDr)

{% hint style="danger" %}
If you enabled Update Subscriptions in the Stripe Billing portal and a customer changes subscriptions, *we are not able help you* or your customers. You will need to **MANUALLY DOWNGRADE** them. **Their subscriptions will not be tracked.** They will not be automatically be removed.  **DO NOT ENABLE UPDATE SUBSCRIPTIONS!**
{% endhint %}

## **Upgrade.Chat Self Service Portal / Profile** <a href="#profile-portal" id="profile-portal"></a>

![](/files/-MFCq1fG9tU6K4hoOb3w)

**When a user clicks manage it will take them to PayPal or Stripe depending on how they paid for their subscription for that role.**&#x20;

## **PayPal Profile Management**

[**https://upgrade.chat/profile**](https://upgrade.chat/profile)

![](/files/-MFCrngoJbzqtQ2wPzK7)

## **Stripe Profile Management**

![](/files/-MFCt820em2NW9CiMcrB)

{% hint style="info" %}
Stripe Management Portal Branding is Customizable to your server:\
[**https://dashboard.stripe.com/settings/branding**](https://dashboard.stripe.com/settings/branding)
{% endhint %}

*You must enter your own terms of service for the portal.* **This must be filled in.**\
[**https://dashboard.stripe.com/settings/billing/portal**](https://dashboard.stripe.com/settings/billing/portal)

![](/files/-MGn-zbG6T3WHAEFumfm)

{% hint style="warning" %}
THIS MUST be your own website, a link just to a terms of service, or a document somewhere online that hosts your terms of service. **This is not OUR terms of service, this is for your own terms and it needs to reflect that in the stripe settings or it might effect your account.**&#x20;
{% endhint %}

## **Canceling / Revoking Member's Access**

You can cancel or revoke a customer's access in your customer dashboard.

![](/files/-Mg1szcPmloTD8YYcenb)

You can also set to cancel at the end of the billing cycle.&#x20;