Settings & Administration
Configure your organization, manage users, and control permissions across Find Boxes.
Organization
The Organization section controls your account's identity and appearance across Find Boxes.
Name & Display Name
Your organization has an internal name and an optional display name. The display name is shown to team members in the app header; the internal name is used for account identification.
Logo
Upload your company logo to display it in the app header. The logo appears for all members of your organization when they're logged in.
Header Colors
Customize the background and text color of the app header bar to match your brand. Set both values using standard hex color codes (e.g., #1e6be6).
Timezone
Set your organization's timezone. This affects how dates and times are displayed across all project and order dates. Defaults to America/New_York.
Rows per Page
Controls how many rows appear in paginated lists (orders, inventory, projects, etc.) before the next page begins.
Storage Rooms
Add, rename, or deactivate storage rooms from the Organization section. Every item unit must belong to a storage room. Deactivating a room hides it from active workflows without deleting any data — items assigned to that room remain, but the room won't appear in availability searches or the Verify report.
Controls & Permissions
These toggles adjust how your team can interact with inventory and projects.
Pull List Template Import
Controls who is allowed to trigger a template import on a project's pull list.
| Option | Who Can Import |
|---|---|
| Anyone on the project | Any team member assigned to the project. Default. |
| Project admins & owners | Users with the project admin role, plus the project owner. |
| Org admins only | Only org admins and the org owner. |
Pull List Templates
Manage your organization's saved pull list templates from Settings > Pull List Templates. You can see all templates, create new ones, and navigate to any template to edit or delete it. See Pull List Templates for the full workflow.
Client Portal
The Client Portal settings control what clients can see across all projects. These settings apply org-wide — there is no per-project override.
Users
Manage your team from Settings > Users.
Inviting Someone New
Enter the new team member's email address and click Send Invite. They receive an email with a unique link to set up their account. Pending invitations are listed on the Users page. You can resend or cancel an invite at any time before it's accepted.
Enabling and Disabling Accounts
Disabling an account prevents that user from logging in without deleting their history or removing them from projects. Re-enable at any time to restore access. This is useful when a team member leaves — their past work is preserved but they can no longer access the system.
Org Admin Status
Grant org admin status to trust a user with full settings access: they can manage other users, change org settings, edit any project, and see the audit log. Revoke admin status at any time from the Users page.
Task Templates
Task templates are reusable task lists you can apply to any project. If your team runs through the same pre-production or strike checklist on every job, build it once here and load it with one click when starting a new project.
- Access task templates from Settings > Task Templates.
- Each template has a name and any number of task items, each with just a name and notes — dates and assignees aren't part of the template.
- On a project's Tasks tab, pick a template from the dropdown and click Import Task List to add it as a new task list on the project.
- Importing a template copies its task items into the project — changes to the template after that do not affect the project's tasks. Set dates and assignees on the copied items from within the project.
See Templates for the full task list template workflow.
Billing
Click Billing from the Settings page to access the billing portal. There you can:
- View your current subscription plan and usage.
- Update your payment method.
- Download past invoices.
- Upgrade or downgrade your plan.
The billing portal is hosted by Stripe. Find Boxes does not store your payment card information.