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Admin and End User forums

Q&A, Conversation for Admin and End User specific topics

123 Topics
Kirby Platt Box
Kirby Platt BoxNew Member
asked in Admin Forum
Value Reporting for my Executive Stakeholders

What are the best reports I can run to help illustrate the value and usage of Box to my Executive Stakeholders? Should I be looking at Active Usage? Logins? Certain types of action metrics?

352
Pouncysilverkitten
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KatieZBoxNew Participant
asked in Admin Forum
Microsoft coauthoring via Box Drive?

Can I use Microsoft coauthoring via Box Drive? My users tend to prefer to use Box Drive over the web app but I want to ensure my teams are collaborating in real time, seamlessly.

521
Pouncysilverkitten
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jackboxNew Participant
asked in Admin Forum
What are 'waterfall permissions' ?

I have heard that Box uses ‘waterfall’ permissions? What are those and how do they impact who has access to content in Box? 

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Pouncysilverkitten
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tgenaro BoxNew Participant
asked in Admin Forum
Replace legacy ECM with Box

Is it possible to replace an aging legacy ECM system with Box?

51
Pouncysilverkitten
Dan Gould Box
Dan Gould BoxNew Participant
asked in End User Forum
Departmental Adoption Best Practices

I have many customers that are setting up their Box environments to optimize department level service accounts and folders to hold organizational information. This enables better content stewardship and ownership from the enterprise, and reduces risk.From a non-technical standpoint, what campaigns or messaging do you share with end users to encourage departmental uses (versus creating and utilizing personal folders)?

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dzarazua Box
dzarazua BoxNew Participant
asked in End User Forum
What makes up the infrastructure of Box? AWS, Google Cloud, or another provider?

What exactly makes the infrastructure of Box in terms of data centers and public cloud services? Woudl it be AWS or Google? 

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dzarazua Box
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aschwartz BoxNew Member
posted in End User Forum
Healthcare use cases with Box beyond research

Hi all, I know many of our healthcare customers love Box for external collaboration for their research teams as Box is both a secure platform for PHI and has advanced collaboration permissioning.With classification labels, Box provides real-time user-facing alerts if someone accidentally tries to share a classified document with an external user, as opposed to other DLP tools that delete the content after it was already shared, and never notifying the user. Working with other universities on research is easy and secure, and integrations with tools Microsoft Office allow users to co-author in real time. I’ve also seen Box used in patient safety and quality departments as a PHI-approved repository for problem investigations and policy/procedure updates. RCAs, incident response proposals, and presentations can be edited and updated directly in Box with tasks and annotation, and then receive sign-off in Box with Box Sign.How else are healthcare organizations using Box? 

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Dan Gould Box
LauraTagatac Box
LauraTagatac BoxNew Participant
posted in End User Forum
Customize your Box home page

The default home page of the Box web app is your All Files page, which can be sorted by name, updated date, or size, but what if you want more control over how your home page is organized?You can create your own list of Favorites, or create multiple lists, known as Collections, and use either as your default home page. I personally find having my home page set to Favorites as a huge time saver because I can pin my most used folders and files there for easy access, which cuts down on time spent navigating or searching.First, to add a file or folder to Favorites or a Collection, hover over it, click the star-in-a-box icon, and choose where you want to add it. More details and screenshots can be found on Box’s support site here: Using Collections.Once your lists of Favorites or other Collections have been created, go to your Account Settings by clicking on your avatar or initials in the top right corner of the web app, and select ‘Account Settings’ from the drop-down menu. In the top sect

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thomasdeely Box
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jess-jackowski BoxNew Participant
posted in Admin Forum
Effective End User Communication

As the old adage goes, “communication is key”.Whenever change takes place, ensuring clear and concise communication is shared with all impacted end users is a necessary step in making the process a success. In most situations, end users are not involved in the decision-making journey, but rather told what’s happening at the end and expected to change their behavior. But, none of us easily change our patterns without first buying into the WHY!All effective communications include a short bit about WHY the change is taking place and what benefit the end users will realize from the change being made. It also includes when the change is expected to occur and any actions required (before, during, or after) by the end user themself. And finally, make sure to include information about where users can go with questions - if they’re unable to get support when they need it, chances are good they’ll revert back to their old ways. That’s not what we want!

251
cbusbey Box
cbusbey Box
cbusbey BoxNew Participant
posted in Admin Forum
Reporting: Best Practice / Getting Started

While reports can sometimes be an after thought when administering Box, I find that clients who schedule reports upon deploying Box stay the most in tune with their end user footprint. While there are many reports within your admin console, I would highly recommend scheduling one of our largest/most customizable reports, User Activity, to run on a weekly or monthly basis. Your end user / content footprint can be extremely vast and keeping record of your enterprise’s Box activity can make your life much easier to take action when needed. 

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jhuang BoxNew Participant
posted in End User Forum
Ideas for Box Hubs + AI

I have recently started testing Box Hubs + AI. I’ve created several project hubs which has been great for connecting all stakeholders in a project and being able to ask questions on demand. What other Hubs have others built that have provided productivity gains?

381
Kirby Platt Box
GabrielatBox
GabrielatBoxNew Participant
posted in End User Forum
How to annotate files in Box

 Ever wondered how to make the most of file annotations in Box preview? in this video we go through how to add comments and annotations to specific places on files from right within Box! Let me know if you have any questions down below 

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GabrielatBox
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KatieZBoxNew Participant
posted in Admin Forum
Use cases for Box Hubs

I’m brainstorming use cases for Box Hubs for the retail space - beyond team Hubs like HR or marketing, what other business related use cases are you all testing with Box Hubs? 

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thomasdeely Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
posted in Admin Forum
Hear the latest on Box and Microsoft

Checkout the highlights, recordings and demos from last weeks Box and Microsoft roundtable here Topics Box for Microsoft 365 enhancements Box for Microsoft Teams enhancements Box for Microsoft Copilot and Graph enablement  

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thomasdeely Box
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SamC BoxNew Participant
posted in End User Forum
Change your setttings to get Box to speak your language

Trash? What on earth is “trash”? 🤔 As someone who speaks 🇬🇧UK English thankfully I don’t have use Google Translate on Box to find out. The native Box applications have support for a range of different languages and variations and it’s really easy to change to the one that suits you best. All you need to do is log in to Box and then click your profile picture (or initials if you haven’t set a picture yet) in the top right hand corner.  From there select ‘Account Settings’ and then you’ll see a range of options including your language. A screenshot of the account settings page showing the language dialogue box Flick that to the dialect of your choice and then choose ‘Save’.   Much better!Got a top tip to help others feel more at home in Box? Share it in the comments below. 

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John Carpentier Box
John Carpentier BoxNew Participant
posted in Admin Forum
Where Do I Enable Box Hubs For My Enterprise?

Interested in enabling the Box Hubs Beta for your Enterprise? You can follow the steps below to enable access to view and create Hubs for your user base.  Enabling Box HubsTo make Box Hubs available for your enterprise:Go to the Admin Console, Open the Enterprise Settings section, Navigate to the Content and Sharing tab, Scroll down to the Hubs section, Acknowledge that the product is a beta release, Click the Enable for all managed users toggle.To disable Box Hubs, click the Disable for all managed users toggle.Configuring HubsAfter enabling Hubs, you can select who can create Hubs. Click the Edit Configuration button and select one of the four options:Disable for all Hubs users, Enable for all Hubs users (recommended), Enable for select users or groups, Enable for everyone except select users or groups.  Once enabled, all users with access will now see the Hubs (Beta) option in the sidebar of their All Files view. Now that you’re enabled, you and your users can begin testing and work

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John Carpentier Box
AllisonS Box
AllisonS BoxNew Participant
asked in End User Forum
How can I connect context-rich information from business applications to files in Box? Metadata!

So, what is Metadata?Metadata is just information about other data, or in the case of Box, additional data about a file.What are example use cases?There are likely many different use cases for metadata within your organization, spanning from vendor contract management to accounts payable to creative services libraries, working with digital assets, images, and videos. For example, your marketing team may be sourcing and managing digital assets for events and campaigns. How do they find all the assets available? How do they know which assets have been submitted from external sources?How does Box Metadata help?Box metadata can help your creative services folks manage, collaborate, and govern important digital assets. You can capture metadata when your external photographer or partner agency submits digital assets via Box File Request. Use metadata templates to quickly find files in your digital asset library and track important asset information such as seasonality, process status, and im

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AllisonS Box
M
MorseeNew Member
asked in End User Forum
Redefine password

 When I try to access my account I receive this message. "Your password has expired. Enter your email address and we'll send you steps to create a new   password."  The problem is that I no longer have access to this email, as it no longer exists. Does anyone know how I can solve this problem, so I can regain access to my files?  Thanks in advancedE. Lopes

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thompsonbarNew Participant
asked in End User Forum
Unable to sign in

My computer is not syncing to Box, and I am unable to sign in.

140
T
J
jackboxNew Participant
asked in Admin Forum
How to get more out of the user reporting

Hi everyone, Keeping track of user activity in Box can be a challenge - does anyone have any best practices for what to look for in Box reporting for tracking users? Thanks!

291
terriburden Box
spencerbox
spencerboxNew Participant
posted in End User Forum
Request and Receive Content From Anyone with Ease

In today's digital age, efficient collaboration and seamless file sharing are crucial for businesses and organizations of all sizes. Box offers a powerful tool called File Request, designed to simplify the process of collecting files and associated metadata securely. Whether you're managing projects, gathering client documents, or collaborating on team assignments, Box File Request provides a fast, user-friendly solution.Box File Request allows you to create customized web forms where individuals can securely upload files without needing direct access to your Box folders. Here’s a breakdown of its key features:User-friendly Interface: Using an intuitive drag-and-drop interface, you can quickly create a web form tailored to your needs. This form enables you to request files from anyone outside your organization without adding them as collaborators. Metadata Customization: Enhance the clarity and context of file submissions by adding metadata attribute fields. You can define these fields

550
spencerbox
thomasdeely Box
thomasdeely BoxSr. Community Manager
posted in End User Forum
Five steps to get started for Box users

Checkout our support site on steps to get started as a Box User, including video instructions.  Link Step 1: Logging into BoxStep 2: Navigating the All-Files pageStep 3: Creating a new workspaceStep 4: Sharing content with othersStep 5: Staying organized

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thomasdeely Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
posted in Admin Forum
7 steps to get started as an Admin - Box Admin Fundamentals

Checkout our support site for great content for new admins, covering the steps below, with helpful videos. Link Step 1: Log in to Box and access the Admin ConsoleStep 2: Design your folder structureStep 3: Configure 2-factor authentication and/or single sign-onStep 4: Define your enterprise settingsStep 5: Integrate Box with the rest of your toolkitStep 6: Provision Box to your end usersStep 7: Enable your end users

450
thomasdeely Box

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