Team

Last updated 20 days ago

Team

You can update team settings under Settings > Team. Changes made here will apply to all team members who are part of your team.

Usage

Review your team's current usage details, including:

Items
Members
Locations

If you exceed the team's usage limits, you can add more for an . Any adjustments will be pro-rated, and the extra charges will be reflected in your next billing cycle.

Team Information

Team Name: Create a name for your team. This can be changed anytime.
Team Note: Add notes or memos to help distinguish your team, especially if you're manage multiple teams in BoxHero.
Time Zone: The selected time zone applies to all team members. Everyone will see the same time zone setting.

Business Information

The business information you enter is used when generating purchase orders and sales invoices in BoxHero’s Purchase & Sales feature. BoxHero automatically applies the latest business details, including:

Business Name
Business Registration Number
Address
Representative
Phone Number

Make sure to click Save after making any changes.

Display Settings

You can update your team’s display settings at any time.

Currency: Used for cost, price, and purchase/sales orders. If your currency isn’t listed, you can manually add it to BoxHero.
Item Information: Choose which item details to display in your Item List. If you select "Custom", you can customize the displayed details or manually enter text alongside attributes.

Import Excel

For actions like Bulk Add, Bulk Edit, or Stock In/Stock Out using Excel, you’ll need an identifier for your items. You can choose between SKU or Barcode.

Delete Data

Delete Team: When you delete a team, all associated data, including team information, will be permanently removed. Any members of the deleted team will lose access, as the team will no longer be available.
End All Sessions: This will sign you out from all devices.
Delete Account: Your account will be permanently deleted from BoxHero. This action cannot be undone, so proceed with caution.

Last updated 20 days ago

You can update team settings under Settings > Team. Changes made here will apply to all team members who are part of your team.

Usage

Review your team's current usage details, including:

Items
Members
Locations

If you exceed the team's usage limits, you can add more for an . Any adjustments will be pro-rated, and the extra charges will be reflected in your next billing cycle.

Team Information

Team Name: Create a name for your team. This can be changed anytime.
Team Note: Add notes or memos to help distinguish your team, especially if you're manage multiple teams in BoxHero.
Time Zone: The selected time zone applies to all team members. Everyone will see the same time zone setting.

Business Information

Business Name
Business Registration Number
Address
Representative
Phone Number

Make sure to click Save after making any changes.

Display Settings

You can update your team’s display settings at any time.

Currency: Used for cost, price, and purchase/sales orders. If your currency isn’t listed, you can manually add it to BoxHero.
Item Information: Choose which item details to display in your Item List. If you select "Custom", you can customize the displayed details or manually enter text alongside attributes.

Import Excel

For actions like Bulk Add, Bulk Edit, or Stock In/Stock Out using Excel, you’ll need an identifier for your items. You can choose between SKU or Barcode.

Importing Your Excel File to BoxHero: A Step-by-Step GuideBoxHero Blog

Delete Data

Delete Team: When you delete a team, all associated data, including team information, will be permanently removed. Any members of the deleted team will lose access, as the team will no longer be available.
End All Sessions: This will sign you out from all devices.
Delete Account: Your account will be permanently deleted from BoxHero. This action cannot be undone, so proceed with caution.