Phase 3 - Configuring Your Account

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1. Determine Account Settings

First, you should consider which account-wide settings make the most sense to your use case. These options, available in the Admin Console, determine how your users create content and collaborate with others, what access privileges they have, what content they can share externally and what features are available to them.

It’s simple: Just move through the tabs under Business/Enterprise Settings and choose which options best jive with your company policies and your vision for Box. We recommend contacting your IT department if you need additional guidance.

2. Build Folder Structure and Ownership

Next, you’ll build a personalized folder structure. In this step, you’ll determine who should own root-level folders, how subfolders should be organized and what folder access privileges your users need.   For more information on this process see Best Practices - Creating Your Folder Structure.                          

3. Migrate Content

In all likelihood, your company or organization will have preexisting data that needs to be transferred to Box. There are several ways to do this. To help you decide, consider the following questions:

  • How much content do you need in Box?
  • How much time do you have to onboard?
  • How are you planning to assign content ownership in your account?

4. Invite Users

And now for the exciting part: You’ve got a folder structure and account settings in place, so it’s time to create users, or invite existing Box users to your account.

As you add users, you can assign them to folders or groups, set their storage allocations and decide which features they should be able to access. Here, you’ll also be able to designate a user as co-admin or group admin to help you with the long-term administration of your Box account.

Once you’ve confirmed your account-wide settings and invited users, you’re good to go.

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