First, determine which admin will own the top-level folder structure. Typically the top (root) level should be owned by the super-admin or the person managing the ongoing folder creation (i.e., for new users and new projects that will be created).
Here are the recommended permissions for different roles:
- Admin/ Co-admin/ Helpdesk leads – Owner/ Co-owner
- Field Rep – Editor
How do I track versions of documents?
You can track the versions of documents in Box natively, so there is no need to “save as” and create many versions of the same file. As you create new versions, Box will append a version number to the file. You can easily roll back to a previous version if needed. This helps you be sure that you are working on the latest version of a document.
What other applications are used heavily in the pharmaceutical and life sciences industry?
Can I access this content when I'm traveling?
Absolutely. Install Box Mobile for your preferred device. If you anticipate working offline for an extended period of time, or know that a meeting will occur in an area without Internet access, you can “favorite” a folder for offline access in the Box Mobile. This allows you to store a local copy of the content.
I don't get what turning on Limit Content Creation at Root Means?
This feature should be only turned on for very specific use cases that need a 100% admin-owned
environment. Using this setting, only admins can create top-level folders.
End users must be invited into these folders.
(If they have editor or above access, they can create sub-folders within
these top-level folders, but not other top-level folders.)
There are distinct
disadvantages and advantages to using this feature. One huge advantage is that end users can’t
create fully “private” folders.
“Personal” folders must be created by an admin, who then invites the
individual into their “personal” workspace. The admin remains the folder owner.