Access levels
Each Box account has an access level: Read-only, Read + write, and Admin. Squad refuses any teammate action outside that level. You can also narrow or block single teammates under One teammate at a time.What teammates can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the teammate searches for the matching action. Each action shows its name, a one-line description where the Box action catalog has one, and its slug. The slug is the ID that teammates use when they call the action.Read-only
Read-only
- View policies
- View and search templates
- View and search files
- View collaborators
- View and search files and folders
- View and search folders
- View members
- View groups
- View links
- View users
- View versions
- View agents
Agents (2)
Agents (2)
Associations (2)
Associations (2)
Cards (1)
Cards (1)
Collaborators (5)
Collaborators (5)
Collections (2)
Collections (2)
Comments (2)
Comments (2)
Content (1)
Content (1)
Domains (2)
Domains (2)
Email addresses (1)
Email addresses (1)
Events (2)
Events (2)
Files (12)
Files (12)
Files and folders (5)
Files and folders (5)
Folders (8)
Folders (8)
Groups (3)
Groups (3)
Integrations (2)
Integrations (2)
Invitations (1)
Invitations (1)
Links (3)
Links (3)
Members (4)
Members (4)
Policies (14)
Policies (14)
Profiles (1)
Profiles (1)
Questions (1)
Questions (1)
Reports (2)
Reports (2)
Segments (4)
Segments (4)
Services (2)
Services (2)
Sessions (2)
Sessions (2)
Settings (1)
Settings (1)
Tasks (4)
Tasks (4)
Taxonomies (4)
Taxonomies (4)
Templates (7)
Templates (7)
Thumbnails (1)
Thumbnails (1)
Users (6)
Users (6)
Versions (7)
Versions (7)
Webhooks (2)
Webhooks (2)
Workflows (1)
Workflows (1)
Other actions (13)
Other actions (13)
Read + write (recommended)
Read + write (recommended)
- Create, update, and delete cards
- Create, update, and delete files
- Create, update, and delete folders
- Create and delete sessions
- Create, update, and delete versions
- Create, update, and delete comments
- Create, update, and delete links
- Create and update tasks
Cards (4)
Cards (4)
Comments (3)
Comments (3)
Files (8)
Files (8)
Folders (7)
Folders (7)
Links (3)
Links (3)
Sessions (4)
Sessions (4)
Tasks (5)
Tasks (5)
Versions (4)
Versions (4)
Other actions (1)
Other actions (1)
Admin
Admin
- Create, update, and delete policies
- Update and delete shared links
- Create, update, delete, and manage users
- Create, update, and delete agents
- Create, update, and delete collaborators
- Create, update, and delete groups
- Create, update, and delete members
- Create, update, and delete segments
- Create, update, and delete taxonomies
- Create, update, and delete templates
- Update and manage tokens
- Create, update, and delete webhooks
Agents (3)
Agents (3)
Collaborators (3)
Collaborators (3)
Domains (3)
Domains (3)
Email addresses (2)
Email addresses (2)
Files (8)
Files (8)
Folders (8)
Folders (8)
Groups (3)
Groups (3)
Integrations (6)
Integrations (6)
Invitations (1)
Invitations (1)
Links (2)
Links (2)
Members (3)
Members (3)
Policies (16)
Policies (16)
Profiles (2)
Profiles (2)
Reports (1)
Reports (1)
Segments (4)
Segments (4)
Services (2)
Services (2)
Sessions (2)
Sessions (2)
Tasks (1)
Tasks (1)
Taxonomies (9)
Taxonomies (9)
Templates (3)
Templates (3)
Tokens (3)
Tokens (3)
Users (8)
Users (8)
Webhooks (3)
Webhooks (3)
Workflows (1)
Workflows (1)
Other actions (9)
Other actions (9)
Connect Box
Before you start:- You need a Box account that you can sign in to.
- Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open Apps
Add an integration
Find Box
Choose an access level
Choose who may use it
Click Connect Box
Sign in to Box
Change the access level
- Under Your connections, find the Box account.
- Click the access level on the account row, or open the account menu (⋯) and click Manage scope. Both open the same window.
- Under What every teammate can do, choose the new level.
- Click Save access.
Set access for one teammate
Every teammate uses the account’s level unless you set something else for it. You can narrow one teammate to a lower level, or block it. Only you and your Administrators see One teammate at a time. The window says “Each teammate can do what’s set above unless you choose otherwise here. A change applies from their next use of it.”- Under Your connections, open the account menu (⋯) on the Box account.
- Click Manage scope.
- Under One teammate at a time, find the teammate.
- Choose Default (level name) to follow the account’s level, choose any level of the app, or choose No access.
- Click Save access.
Use more than one Box account
Click + Account on the Box card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the main account. Its row shows Main account.
- To change the main account, open the account menu (⋯) and click Make it the main account. Only you and the Administrators who can see every teammate can do this.
- To tell accounts apart, open the account menu (⋯) and click Rename.
- Each account is private to the person who connected it unless that person shares it. When other people are in your squad, connecting an account asks whether to share it with everyone. See Who can use an account.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Box side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Box.
- Sign in to Box and approve the request.
Costs
Box actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.Troubleshooting
A teammate reports that an action is not allowed on this account.- Cause: the action is outside the account’s access level, or outside the level you set for that teammate.
- Fix: choose a higher level in Manage scope. You or an Administrator can also change the teammate’s row under One teammate at a time.
- Cause: the teammate is set to No access under One teammate at a time, or the account is not connected.
- Fix: you or an Administrator opens Manage scope and changes the teammate’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: the owner fixes the subscription on the lock screen: Update card after a failed payment, or Subscribe again after it ended. See Use the lock screen.
- Cause: the sign-in for that account is no longer valid.
- Fix: click Reconnect on the account row, or open the account menu (⋯) and click Reconnect.
Common questions
Can I limit what teammates can do in Box?
Can I limit what teammates can do in Box?
Can I connect more than one Box account?
Can I connect more than one Box account?
How do I disconnect Box?
How do I disconnect Box?
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