Account Setup

This guide covers how to configure your OpenBoxes Lift account, manage your organization details, and invite team members to your instance.

Accessing Account Settings

Log in to the OpenBoxes Lift portal at app.openboxes.cloud. Your account settings are available from the user menu in the top-right corner of the portal dashboard.

Profile Settings

Personal Information

Update your name and contact details under Profile:

  • Full name -- Displayed in the portal and within OpenBoxes
  • Email address -- Used for login, notifications, and password recovery
  • Phone number (optional) -- Used for account recovery and urgent alerts

Changing Your Password

  1. Go to Profile > Security.
  2. Enter your current password.
  3. Enter and confirm your new password.
  4. Click Update Password.

Password requirements:

  • At least 12 characters
  • At least one uppercase letter, one lowercase letter, and one number
  • Avoid reusing passwords from other services

Two-Factor Authentication

For added security, enable two-factor authentication (2FA):

  1. Go to Profile > Security > Two-Factor Authentication.
  2. Scan the QR code with an authenticator app (Google Authenticator, Authy, or similar).
  3. Enter the six-digit code to confirm setup.

We strongly recommend enabling 2FA for all administrator accounts.

Organization Details

Under Organization, configure the details that appear across your account:

  • Organization name -- Your company or team name
  • Industry -- Helps us tailor onboarding recommendations
  • Country and timezone -- Used for report timestamps and scheduled operations
  • Billing contact -- The email address that receives invoices and payment notifications

Your Subdomain

Your subdomain was chosen during signup and determines your OpenBoxes URL:

https://your-subdomain.openboxes.cloud

Subdomain changes are not self-service after provisioning. If you need to change your subdomain, contact support at support@openboxes.cloud.

Inviting Team Members

How Team Access Works

Each team member gets their own login through OpenBoxes Lift SSO. When they click Launch OpenBoxes from the portal, they are automatically signed into your OpenBoxes instance with the role you assigned.

Adding a New Team Member

  1. Go to Team in the portal sidebar.
  2. Click Invite Member.
  3. Enter their email address and select a role:
    • Admin -- Full access to all OpenBoxes features and settings
    • Manager -- Can manage inventory, stock movements, and purchasing
    • User -- Can view data and perform day-to-day operations (receiving, shipping)
    • Browser -- Read-only access for reporting and oversight
  4. Click Send Invitation.

The team member will receive an email with instructions to create their account. Once they verify their email and set a password, they can access your OpenBoxes instance immediately.

Managing Existing Members

From the Team page, you can:

  • Change roles -- Click the role badge next to a member's name to reassign
  • Remove access -- Click the menu icon and select Remove to revoke access
  • Resend invitation -- If someone did not receive the invite, click Resend

User Limits

Your plan determines the maximum number of active users:

Plan Maximum Users
Shared 10
Dedicated 50
Enterprise Custom

If you need more users, upgrade your plan from Billing in the portal sidebar.

Notification Settings

Control which notifications you receive under Settings > Notifications:

Email Notifications

  • Provisioning updates -- Instance creation, upgrades, and maintenance windows
  • Billing alerts -- Upcoming invoices, payment confirmations, and failed charges
  • Usage warnings -- Alerts when approaching storage or user limits
  • Security alerts -- Login from new devices, password changes, failed login attempts

Notification Preferences

For each category, choose:

  • Email -- Receive notifications at your account email address
  • Portal -- See notifications in the portal dashboard bell icon
  • Both -- Receive in both locations
  • Off -- Disable the notification category

We recommend keeping security alerts and billing notifications enabled at all times.

Next Steps