Box Deployment Overview for New Admins

Welcome! Let's walk through the steps of deploying Box for your organization.

 

Create Users

Before you add content Box, you will need to add some users:

  1. First, enable silent mode on your account so you can create your users without your users logging into Box before you're ready.
  2. Then, create your managed users and invite them into the folders they should have access to.

When you're ready for your users to log into Box for the first time, you'll turn off silent mode and your users will see their folders already set up!

 

Folder Structure

Before you transfer your content to Box, you should design your folder structure. Decide whether you want to:

While formulating your structure, it is important to understand how folder and subfolder permissions work in Box.

 

Migrate Content

Use one or more of the following options to move your content to Box:

  • Upload function (recommended for up to 10 GB of content)
  • FTP (recommended for 10-1,000+ GB, ~150,000 file batches)
  • Box Shuttle – a content migration services package (recommended for over 1 TB of content).

 

Admin Console Settings

The Admin Console allows you to customize your account based on your company's internal policies. Explore your options through our Admin Console Guide.

We recommend configuring your Admin Console settings based on your organization's security preferences and need. Be sure to check out our Choose Essential Admin Settings page for more details.

 

Training & Adoption

Now that you've created your users, configured your folders, and customized your account's Admin Console settings, it's time to go live with your users! Here are communication options you can use to form your message to your new users.

 

Will your users have further questions? Do you want your users to make the most of their Box account? Encourage your Co-Admins and users to utilize the education resources below!

 

Basic workflow actions for users

Want tips on how to incorporate Box into your existing workflow? Consider these common actions:

 

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