Q&A, Conversations for Admins
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When will CrowdStrike integration with Box be available in GA?
Could you share the steps for setting up a Hub in Box? Thank you -
Hello Box Community - I have recently been apart of a team testing a Docusign integration into Box and we ran into a roadblock. When attempting to configure the integration, we wanted to connect the two platforms with a CoAdmin service account vs our Admin account. We noticed that even with the CoAdmin & Admin account had the same level of access/permissions, Box’s folder structure would not populate when attempting to make the connection on the Docusign side. We ended up manually entering the desired landing spot (ex. “Folder Name/Subfolder Name/Executed Document”) and the executed document routed to the correct folder. Has anyone else successfully integrated DocuSign & Box with a CoAdmin account, and if so, were you able to get Box’s folder structure to populate when creating an automated “action” on the Docusign side? Thank you!Chris
I am using BOX for Salesforce, and I would like to use the default "Set Template Folder" flow to set up a template.By default, the flow is executed when a record is created, and BOX folders are created for records that do not require them, just like other records.I would like to change this so that the BOX folder is created when the "Create Folder" button is clicked, instead of when the record is created. How can I do this? I am new to using BOX and Salesforce, so I would appreciate it if you could provide detailed instructions.
Preparing to migrate content into Box from an external system? Our native tool, Box Shuttle, makes this easy and gives real-time insights into content and structure while allowing granular controls and delta sync.But what steps should you take while preparing to move a bulk a content? Here are the steps we recommend:Identify migration content Define migration requirements Large files Collaborations and email notification settings Scale considerationsYou can follow the links for each topic to our Box Support site to learn more, and ensure you’re fully prepared for your upcoming migration.
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?
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.
I have heard that Box uses ‘waterfall’ permissions? What are those and how do they impact who has access to content in Box?
Is it possible to replace an aging legacy ECM system with Box?
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!
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.
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?
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
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
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!
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
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