> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Team settings

> Learn what you can configure in Team settings as an account owner

Team settings control your whole Voucherify account. Only a member with the **account owner** status can access and manage Team settings.

Open the profile menu in the bottom-left corner of the dashboard and click **Team settings**.

## Subscription

In the **Subscription** tab, you can manage your plan, billing details, and check usage:

* Create, update, or cancel a subscription with **Create subscription**.
* Update your payment method.
* Edit billing details in the **Billing details** section.
* Review usage and limits.

Your billing cycle starts on the day you confirm your subscription. Usage limits reset at the start of each cycle.

If you exceed your usage limits, API access is blocked until the next cycle starts or you upgrade your plan.

Team settings show usage across projects (API, messages, and integration webhooks). Click the down arrow to select a project and view its usage.

**Set notifications** for usage (API, messages, and integration webhooks) to define:

* Threshold that triggers a notification (percentage of your limit).
* Notification channel (email or in-app notification in the dashboard).
* Recipients.

<Info>
  Go to the following pages:

  * [Voucherify account](/manage/voucherify-account) to learn more about managing your subscription.
  * [Performance analytics](/analyze/performance-analytics) to learn more about monitoring usage and other data for your campaigns, project, and whole account.
</Info>

## Invoices

**Invoices** lists all your invoices and their details. Download the invoices you need.

Voucherify issues invoices based on your subscription (monthly or annual).

## Team

In the **Team** tab, you can manage account users:

* Use filters to find team members.
* Invite a new member with **Invite member**.
* Edit or delete a user using the three-dots **⋮** (**Actions**) menu.

When you invite a user, select projects they can access and assign a role for each project.

## Security

In the **Security** tab, you can enforce account-level security rules and check if all users are enrolled.

You can enforce two-factor authentication (2FA) for your team. Voucherify supports:

* SMS codes
* Google Authenticator
* Backup codes

You can also enable SAML authentication.

<Info>
  Read [Account security](/manage/account-security) to learn more about protecting Voucherify accounts in your organization.
</Info>

## Projects

In the **Projects** tab, you can manage all projects in your account.

To modify project configuration, go to **Project settings** of a given project.

Switch between projects using the actions menu to start working in another project.

Delete a project using the actions menu. You must be in a different project to delete it; otherwise, the option is disabled.

<Note>
  Data is not shared between projects. Each project has separate customers, campaigns, and configuration.
</Note>

### Create a project

<Info>
  You can add as many projects as your subscription limit allows. The Sandbox project is not counted towards the project limit.
</Info>

Create a new project with **Create project**.

<Steps>
  <Step title="Configure project details">
    When you create a project, define the following fields in the **Details** section:

    * **Name**: Provide a unique name for your project.
    * **Description**: Add an optional summary of the project's purpose.
    * **Region**: Select **Europe**, **United States**, or **Asia (Singapore)**.

    <Warning>
      You cannot change the **Region** once the project is created.
    </Warning>

    * **Time zone**: Set the local time for campaign scheduling.
    * **Currency**: Choose the primary currency for your transactions.
    * **Default international dialing prefix**: Add an optional prefix for SMS distributions.
  </Step>

  <Step title="Set permanent settings">
    In the **Permanent settings** section, define the voucher code case sensitivity. This setting determines how the system validates codes.

    * **Case sensitive**: The system treats `cOdE1` and `CODE1` as different codes.
    * **Case insensitive**: The system treats `cOdE1` and `CODE1` as the same code.

    <Warning>
      You cannot change voucher code case sensitivity after you create the project.
    </Warning>
  </Step>

  <Step title="Assign users">
    During project creation, assign **Users** to the project and define their specific roles. Roles determine the access levels and permissions for each team member.

    A project must have at least one member.

    Select from built-in roles:

    * **Admin**: Full access to projects and **Project settings** (cannot access Team settings)
    * **User**: Can read and change data in assigned projects
    * **Viewer**: Can read and export data, but cannot change it
    * **Merchant**: Can validate and redeem incentives
    * **Restricted user**: Required when using areas and stores (enterprise feature); access is limited to assigned areas or stores set in Project settings

    You can also assign a custom role.
  </Step>
</Steps>

Once you complete these steps, the project is ready for further configuration.

## Roles

In the **Roles** tab, you can review role permissions for the built-in roles. You can also create and manage custom roles (enterprise feature).

<Info>
  Read [Members and roles](/manage/members-and-roles) to learn more about built-in and custom roles.
</Info>

## Legal and compliance

In the **Legal and compliance** tab, you can review legal documents and add compliance contact details:

* Review policies, subscription agreements, and data processing agreements.
* Review and accept updates to policies.
* Add your company details.
* Add contact details:
  * EU representative
  * Data protection officer
  * Security contact person
* Access compliance documents available in the dashboard.

<Note>
  Voucherify is a GDPR-compliant data processor. Read more in the [Security and data protection](/manage/security-and-data-protection) article.
</Note>

## Delete people data

In the **Delete people data** tab, you can permanently remove customer history for GDPR requests.

Search for a customer using Customer ID, source ID, or email address, then delete and confirm.

<Info>
  <Badge color="gray">Delete customer and delete people data</Badge>

  Deleting a customer in the **Customers** list deletes their profile. However, customer data is not fully deleted from Voucherify databases.

  To completely delete customer data, you need to provide their customer ID assigned by Voucherify in the **Delete people data** tab. This way, you can locate the deleted customer profile and delete their data permanently.
</Info>

## Management API

<Info>
  Management API is available for enterprise plans.
</Info>

In the **Management API** tab, you can define and manage API keys that let you create and manage projects through the API.

**Create new** to generate a new pair of management API ID and secret keys. You can limit the use to a specific IP address.

Click the three-dot **⋮** menu to manage your key.

You can review the management API usage in the **Subscription** tab.

## Related features

**Team settings** are related to the following settings and features in Voucherify.

<AccordionGroup>
  <Accordion title="Project settings">
    Once you've created a new project in **Team settings**, go to **Home** > **Project settings** in the left-bar menu to configure project-level options. There, you can create and manage API keys, webhooks, currency, metadata and custom event schemas, and check usage.

    Read the [Project settings](/manage/project-settings) page to learn more about configuring your project.

    <Info>
      Only members with the admin role can view and configure project settings.
    </Info>
  </Accordion>

  <Accordion title="Developer setup: Delete people data">
    You can use [the Delete customer permanently API endpoint](/api-reference/customers/delete-customer-permanently) to completely delete customer data.
  </Accordion>

  <Accordion title="Developer setup: Management API (enterprise feature)">
    Once you've generated Management API keys, you can manage your projects programmatically through the API.

    For example, you can create projects, invite members, assign roles, and configure other project details.

    Go to [Management API](/guides/management-api) to learn more.
  </Accordion>
</AccordionGroup>
