Settings on Find Boxes

Created by Stephen B, Modified on Tue, 13 May at 9:38 AM by Stephen B

There are a few settings to review when first signing up for Find Boxes. All of the following settings can be found on the settings page. To get to the settings page, click on the gear button either at the bottom of the left navigation bar or at the top right navigation bar. 

 


On the settings page, you will see the following options. 



Find Boxes Settings Page


User: Make users administrators, view all users associated with your account, and invite users to your account. 



Billing: Update any billing information and see your invoice history here. You can also update the credit card on file or cancel your account from here. Only administrators have access to the billing page. 



Timezone: Set your location timezone. All dates will be shown in your location's timezone. This setting only applies to the user and is not a global setting. Each user must set their timezone. 



Organization Name: This is a global setting and can only be set by an administrator. This name will be printed on tags using Find Boxes' QR code printing options. 



Tags: Add keywords that can be added to item categories to make searching for items easier. Once the tags are added to your account, all item categories can include the tag and become searchable based on the associated tag. Tags are a global setting. 



Expense Categories:  Adding expense categories gives a way to filter expenses that your team may create. Expense categories are a global setting. 



Permissions:  Sets defaults for various things on Find Boxes. Administrators can select if all projects are set as an install by default, if non-admins can remove items from pull lists and orders on projects, and if non-admins can remove items from the inventory. 


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