Box Client Workspace Setup (Onboarding)

Box Client Workspace Setup (Onboarding)

1. 01

   Create a new Business plan account in Box admin console

   Select the Business plan (starting at $5/user/month annually) to access admin features like SSO and malware detection.

2. 02

   Configure security settings in Admin Console

   Enable SSO, malware detection, and compliance controls (HIPAA, FedRAMP, SOC) to meet client requirements.

3. 03

   Set up folder structure and permissions

   Create client-specific folders with role-based permissions (co-owner, editor, viewer) to mirror client's team hierarchy.

4. 04

   Create Box Sign templates for recurring documents

   Use the Box Sign feature to build templates for up to 3 document types (e.g., engagement letters, NDAs) with signer verification.

5. 05

   Integrate with client's existing tools

   Connect Box to Google Workspace or Microsoft 365 via the integration settings, and enable API tokens for Slack or Salesforce if needed.

6. 06

   Train client staff on secure sharing and collaboration

   Conduct a 1-hour session covering file upload, version control, and e-signature workflows to ensure adoption.

7. 07

   Document the setup and hand off to client

   Provide a runbook with admin credentials, folder map, and support contacts, then schedule a follow-up review in 30 days.