# Team

***

## Team Settings

You can update team settings under <mark style="color:blue;">**`Settings`**</mark> > <mark style="color:blue;">**`Team`**</mark>.\
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

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-89e126b882d5f22101cca9d62ec9f248fefde34a%2Fteam-usage.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you exceed the team's usage limits, you can purchase [add-ons](https://www.boxhero.io/docs/pricing#add-ons) for an extra cost. Any adjustments will be **pro-rated**, and the additional charges will be reflected in your next billing cycle.
{% endhint %}

## Team Information

* **Name**: Create a name for your team. This can be changed anytime.
* **Description**: 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.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-235eb0100f6ce61f4d351c5c6d6894010b66a2d9%2Fteam-details.png?alt=media" alt=""><figcaption></figcaption></figure>

## Business Information

The business information you enter is used when generating purchase orders and sales invoices in BoxHero’s <mark style="color:blue;">**`Purchases & Sales`**</mark> feature. BoxHero automatically applies the latest business details, including:

* Name
* Business Registration No.
* Address
* Contact/Representative
* Phone Number

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-34ebb2b1356f303c2c6fbb9fe04904ea370e80f0%2Fteam-business-info%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Make sure to click <mark style="color:blue;">**`Save`**</mark> after making any changes.
{% endhint %}

## Display Settings

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

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-0bbe17ab5d5b9b82435f4ef9504cf755c6d03962%2Fframeit_2026-02-12T13-09-17.jpg?alt=media" alt=""><figcaption></figcaption></figure>

### Currency

The default currency used when creating purchase orders and transaction statements. If your preferred currency isn't listed, you can manually add it.

### Decimal Places

Sets how many decimal places to show for unit prices and totals in <mark style="color:blue;">**`Purchases & Sales`**</mark>.

> For example, if you select 2, amounts will show two decimal places (e.g., 0.12).

※ This setting does *not* affect how you enter quantity decimals.

### Item Details

Choose which item details to display in your <mark style="color:blue;">**`Item List`**</mark> and inventory transactions.

If you select "**Custom**", you can show only the item details you need, or manually enter text to display alongside attributes.

## Excel Import Settings

For actions like <mark style="color:blue;">**`Add via Excel`**</mark> or <mark style="color:blue;">**`Edit via Excel`**</mark>, you'll need an identifier for your items. You can choose between **SKU** or **Barcode**.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-029a3d28191c3a8529b9603cfc4296659009f9ec%2Fframeit_2026-02-12T13-09-24.jpg?alt=media" alt=""><figcaption></figcaption></figure>

## Barcode Scanning

If your item barcodes include expiration dates, serial numbers, or other details--causing the barcode to change depending on when the item is received. please enable the **GS1 GTIN setting**.

When this setting is turned on, only the GTIN code (which identifies the item) will be extracted from the barcode, ensuring the system recognizes it as the same item.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-a49c600a903f8c730582f611948a12b5a733817d%2Fteam-barcode-scanning.png?alt=media" alt=""><figcaption></figcaption></figure>

## Delete Data

* **Leave Team:** You’ll leave the team for now, but the admin can invite you back anytime.
* **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.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-8224738f82b8eac44e91e671564d96da78ef1593%2Fframeit_2026-02-12T13-11-03.jpg?alt=media" alt=""><figcaption></figcaption></figure>

***

## Frequently Asked Questions (FAQ)

### How do I transfer my team to another person?

To transfer a team, first make another member an admin, then leave the team as the current admin.

1. Invite the person who will take over the team and grant them **Admin** access.
2. If the current admin is paying with a personal card, go to <mark style="color:blue;">**`Settings`**</mark> > <mark style="color:blue;">**`Billing`**</mark> and request a card change from the new admin.
3. Once that’s done, go to <mark style="color:blue;">**`Settings`**</mark> > <mark style="color:blue;">**`Team`**</mark> and select <mark style="color:blue;">**`Leave Team`**</mark>.
