> ## Documentation Index > Fetch the complete documentation index at: https://docs.contafy.com.mx/llms.txt > Use this file to discover all available pages before exploring further. # Multi-profile management > Manage multiple business entities within a single Contafy account with separate financial tracking Contafy's multi-profile system allows you to manage multiple business entities (companies, subsidiaries, or separate activities) from a single user account, with complete financial separation between profiles. ## Profile structure Each profile represents a distinct business entity: ```typescript theme={null} export interface Profile { id: string; user_id: string; nombre: string; rfc: string; tipo_persona: 'FISICA' | 'MORAL'; regimenes_fiscales: string[]; validaciones_habilitadas: Record; created_at: string; updated_at: string; frozen?: boolean; frozen_reason?: 'plan_limit' | 'user_suspension' | 'payment_issue' | null; frozen_at?: string | null; } ``` ### Key profile attributes * **nombre** - Business or entity name * **rfc** - Mexican tax identification number (RFC) * **tipo\_persona** - Legal entity type (FISICA for individuals, MORAL for corporations) * **regimenes\_fiscales** - Array of applicable tax regimes (catálogo SAT c\_RegimenFiscal) A single profile can have multiple tax regimes. For example, a person might have both "Régimen de Actividades Profesionales" and "Arrendamiento" in their regimenes\_fiscales array. ## Creating profiles ### Profile creation form When creating a new profile (`/dashboard/setup/profiles/new`), you configure: ```typescript theme={null} interface CreateProfileRequest { nombre: string; rfc: string; tipo_persona: 'FISICA' | 'MORAL'; regimenes_fiscales?: string[]; validaciones_habilitadas?: { validarRFCIngresos?: boolean; validarRFCGastos?: boolean; validarRegimenFiscal?: boolean; validarUUIDDuplicado?: boolean; bloquearSiRFCNoCoincide?: boolean; bloquearSiRegimenNoCoincide?: boolean; }; } ``` ### Validation rules Each profile can have custom validation rules: * **validarRFCIngresos** - Verify RFC in incoming invoices * **validarRFCGastos** - Verify RFC in expense receipts * **validarRegimenFiscal** - Verify tax regime matches profile * **validarUUIDDuplicado** - Check for duplicate UUIDs * **bloquearSiRFCNoCoincide** - Reject uploads if RFC doesn't match * **bloquearSiRegimenNoCoincide** - Reject uploads if regime doesn't match When `bloquearSiRFCNoCoincide` or `bloquearSiRegimenNoCoincide` are enabled, uploads that fail validation will be completely rejected. Use these settings carefully. ## Profile limits by plan Contafy enforces profile limits based on subscription plan: * **FREE** - Limited number of profiles * **BASIC** - More profiles available * **PREMIUM/ENTERPRISE** - Higher or unlimited profiles The system tracks: ```typescript theme={null} const { canCreate, remaining, currentCount } = useProfileLimits(subscription); ``` When you reach your plan limit, the "Create Profile" button is disabled with an upgrade prompt. ## Profile freezing Profiles can be frozen for various reasons: ```typescript theme={null} type FrozenReason = 'plan_limit' | 'user_suspension' | 'payment_issue' | null; ``` ### Frozen profile behavior * Frozen profiles cannot upload new invoices or expenses * Existing data remains viewable * Dashboard metrics still include frozen profile data * Profile appears with a "frozen" badge in the UI Profiles are typically frozen when you exceed your subscription's profile limit. Upgrading your plan will automatically unfreeze the profiles. ## Using profiles throughout Contafy ### Global profile selector Most pages include a profile selector dropdown that allows you to: * View data for a specific profile * View aggregated data across all profiles ("Todas las empresas") * Switch profiles without leaving the current page ### Profile-filtered views When a profile is selected: * Dashboard shows metrics for that specific profile * Invoice and expense lists filter to that profile's data * Reports generate for that profile only * Upload forms pre-select the active profile ### Aggregated view When "Todas las empresas" is selected: * Dashboard aggregates metrics across all profiles * Lists show invoices/expenses from all profiles with profile badges * Charts combine data from all profiles * Some features (like manual entry) are disabled in aggregate view The dashboard greeting changes when viewing all profiles: "Buenos días, \[nombre] - Todas las empresas" to make it clear you're in aggregate view. ## Profile management interface The profiles table (`/dashboard/setup/profiles`) displays: ### Table columns * **Nombre** - Profile name with persona type badge (Física/Moral) * **RFC** - Tax identification number * **Regímenes fiscales** - Badge list of tax regimes (up to 3 visible) * **Estado** - Status (Active/Frozen) * **Facturas/Gastos** - Usage statistics * **Acciones** - Edit and delete actions ### Profile actions * **Edit** - Modify profile details and validation settings (`/dashboard/setup/profiles/[id]`) * **Delete** - Remove profile and all associated data (requires confirmation) * **Export** - Export profile list to PDF or Excel ### Tax regime display The table uses the SAT régimen fiscal catalog to display human-readable regime descriptions: ```typescript theme={null} interface RegimenFiscalItem { clave: string; descripcion: string; aplica_persona_fisica: boolean; aplica_persona_moral: boolean; } ``` Regimes are fetched from `/api/sat/regimenes-fiscales` and displayed with proper descriptions. ## Profile-specific periods Financial periods are created per profile: * Each profile has its own monthly periods * Period IDs are UUIDs * Manual entries require a valid period\_id for the profile * Aggregate view uses period\_id "aggregated" (special case) When viewing "Todas las empresas", the period\_id is "aggregated", which disables manual income/expense entry since these features require a specific profile's period. ## Data isolation ### Complete separation Each profile's data is fully isolated: * Invoices link to profile via `profile_id` * Expenses link to profile via `profile_id` * Metrics calculated separately per profile * Reports generated independently ### Cross-profile features Some features work across profiles: * Dashboard aggregate view sums all metrics * Trend charts can combine data from multiple profiles * Global search can find transactions across profiles ## Editing profiles The edit form (`/dashboard/setup/profiles/[id]`) allows updating: ```typescript theme={null} interface UpdateProfileRequest { nombre?: string; rfc?: string; tipo_persona?: 'FISICA' | 'MORAL'; regimenes_fiscales?: string[]; validaciones_habilitadas?: {...}; } ``` Changing a profile's RFC or tax regimes may affect existing invoice and expense validations. Existing data is not revalidated after profile changes. ## Export capabilities The profiles table supports data export: ### PDF export ```typescript theme={null} exportProfilesToPDF(profiles: Profile[], stats: ProfileStats[]): Promise ``` Generates a formatted PDF with: * Profile details * Tax regimes * Usage statistics * Validation settings ### Excel export ```typescript theme={null} exportProfilesToExcel(profiles: Profile[], stats: ProfileStats[]): Promise ``` Creates a spreadsheet with: * All profile fields * Statistics columns * Filterable and sortable data ## Related features Upload invoices for specific profiles Track expenses per business entity View metrics aggregated or per profile Generate reports for specific profiles