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 Settings > Security.
  2. Enter your current password.
  3. Enter and confirm your new password.
  4. Click Update Password.

Password requirements (enforced platform-wide):

  • At least 12 characters
  • At least three of these four: an uppercase letter, a lowercase letter, a number, a special character
  • Cannot be the same as your username
  • Cannot reuse any of your last 10 passwords

Two-Factor Authentication#

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

  1. Go to Settings > Security and click Enable MFA.
  2. Scan the QR code with an authenticator app (Google Authenticator, Authy, or similar).
  3. Enter the six-digit code to confirm setup.

MFA is optional for every customer role, including the account owner and Admins — each person enrols from this page. Organisation-wide enforcement is not available.

Organization Details#

Under Settings > General, configure the details that appear across your account:

  • Display name — How your account is labelled in the portal
  • Organization name — Your company or team name
  • Contact email — The address the platform uses to reach your organization
  • Timezone and Date format — Under Localization, used when the portal shows dates and times

The Billing email that receives invoices and payment notifications is set separately, under Billing details on the Billing page.

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 Users in the portal sidebar.
  2. Click Invite User.
  3. Enter their email address and select a portal role:
    • Admin — Full access
    • Manager — Manage operations
    • User — Standard access
    • Viewer — Read-only access
  4. Send the invitation.

The person who signed up for the account is the Owner — a fifth role that cannot be assigned by invitation and is the only one that can pause the instance, upgrade or downgrade the plan, restore a backup, or close the account. Billing details and payment methods can be managed by the Owner or any Admin.

These are portal roles. OpenBoxes has its own, separate role system (Admin, Manager, Browser, Assistant, and so on) that controls what someone can do inside the application; those are managed within OpenBoxes itself, not from the portal.

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 Users 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 100 included (more in bands of 25)

If you need more users, add a user pack under Billing > Add-ons (Shared: +5 users per pack, $25/mo, up to 2 packs; Dedicated: +25 users per pack, $100/mo, up to 2 packs) or change your plan; on Enterprise, ask sales to add a band of 25 users. See Managing Users.

Notification Settings#

Control which email notifications you receive under Settings > Notifications. There are five on/off toggles:

  • System alerts — Important system events and incidents
  • Usage warnings — Stored for future use; no usage-threshold emails are sent today (the Usage page flags a metric at 80% and the action is blocked at 100%)
  • Backup notifications — Confirmation when backups complete
  • User activity — User invitations and changes
  • Product updates — News about new features and improvements

Each toggle saves automatically as you flip it — there is no Save button. Billing-failure and suspension emails are not governed by these toggles and are always sent.

The first-month onboarding email series (weekly video guides) is separate from these settings: to stop those, use the unsubscribe link in any of the emails.

Next Steps#