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Configuration

This guide covers aspects of configuring and managing your BoxNCase Cloud account, including organization settings, team management, billing configuration, and personal account settings.

Staff Members​

Each organization can have multiple staff members with different permission levels.

Lifecycle Management​

  • Invite: Send invitations via email to new team members.
  • Deactivate: Temporarily disable access without removing the user.
  • Remove: Permanently remove users from the organization.

To access the Cloud Console, users must belong to or own at least one organization. If a user is removed or deactivated from their last organization, they will be prompted to create a new organization upon their next login.

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If a user already has a Cloud account and accepts an invitation to a new organization, they will see the new organization in their organization list in the top-left corner of the console.

Permissions​

You can expand or restrict each member's permissions to access specific parts of the BoxNCase Cloud system:

  • Grant full access to BoxNCase Cloud: Complete administrative access.
  • View Resources: Read-only access to view projects, environments, and staff members list. Staff with this permission cannot log in to the dashboard.
  • Manage Team: Ability to invite, remove, and manage other team members. Users with this permission can only assign permissions that they have.
  • Manage Finances: Access to billing information and payment methods.
  • Edit Organization: Modify organization settings and contact information.
  • Manage Projects: Create, modify, and delete projects.
  • Manage Production Environments: Full control over production environment settings. This permission is required to use BoxNCase Cloud Auth to access the dashboard for production environments.
  • Manage Sandbox Environments: Control over development and staging environments. This permission is required to use BoxNCase Cloud Auth to access the dashboard for sandbox environments.

Organization Settings​

The organization settings contain essential information for your account management and billing.

Contact Information​

  • Primary Email: All emails regarding your organization account will be sent here. This can be the same email address you used to sign up. When environments, projects, or organizations are flagged for suspension, BoxNCase will send notifications to this email.
  • Billing Email: This address receives all billing-related communications. If no billing email is specified, all billing information will be sent to the admin email.

Address Information​

Your organization's address will be used for creating invoices.

Billing​

The billing section contains invoices and billing information for each project within your organization.

Payment Configuration​

  • Payment Method: Provide payment card data for automatic billing.
  • VAT Number: If you are registered as a VAT company in the EU legal system, you must share your VAT number with BoxNCase Cloud. We use this information only to help us file taxes in the EU.

Personal Configuration​

Manage your individual account settings and preferences.

Profile Information​

Update your personal data including:

  • First name
  • Last name
  • Phone number

Account Management Console​

The Account Management Console provides additional security and account management features:

  • Password Management: Change your password and set password requirements.
  • Multi-Factor Authentication (MFA): Enable additional security layers.
  • Device Activity: Monitor and manage active sessions across devices.
  • Login Providers: Configure and manage authentication methods.