Let's walk through the steps of deploying Box for your organization.
1. Create Users
First, enable silent mode on your account so you can create users without them logging into Box before you're ready. Then, create your managed users and invite them into the folders to which they should have access. When you're ready for people to log into Box for the first time, turn off silent mode. People can then see their folders already set up.
2. Folder Structure
Before you transfer your content to Box, you should design your folder structure. You may want to transfer your current, internal folder structure, or clean that up by planning a new folder structure. While formulating your structure, it is important to read how folder and subfolder permissions work in Box.
3. Migrate Content
You can move your content to Box via any of the following options:
- Upload function (recommended for up to 10 GB of content),
- FTP (recommended for 10-1,000+ GB, ~150,000 file batches),
- Box's Content Migration package (recommended for over 1 TB of content).
4. Admin Console Settings
The Admin Console enables you to customize your account based on your company's internal policies. Please explore your options through our Guide to the Admin Console. We recommend configuring your Admin Console settings based on your organization's security preferences and need. As part of this process, please review Branding within Custom Setup.
5. Training & Adoption
After you create your users, configure your folders, and customize your account's Admin Console settings, it's time to go live! Here are communication options you can use to form your message to your new users.
To help you answer questions from any of your people, and also to help them make the most of their Box accounts, we encourage you and anyone who uses Box to use these education links:
- Sign up for online Box University classes
- Explore these Getting Started articles for people new to Box
- Search our support forum for customer insights
6. Basic workflow actions for users
Want tips on how to incorporate Box into your existing workflow? Consider these common actions: