Access levels
Each Box account has an access level: Read-only, Read + write, and Admin. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.What agents 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 agent 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 agents 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 and manage users
- View groups
- View links
- 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 (7)
Users (7)
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 and update policies
- Create, update, and delete files
- Create, update, and delete folders
- Update and delete shared links
- Create, update, and delete links
- Create and delete sessions
- Create, update, and delete tasks
- Create, update, and delete versions
- Create and update cards
- Create, update, and delete comments
- Create and update agents
- Create and update collaborators
Agents (2)
Agents (2)
Cards (3)
Cards (3)
Collaborators (2)
Collaborators (2)
Comments (3)
Comments (3)
Domains (1)
Domains (1)
Email addresses (1)
Email addresses (1)
Files (14)
Files (14)
Folders (12)
Folders (12)
Groups (2)
Groups (2)
Integrations (4)
Integrations (4)
Invitations (1)
Invitations (1)
Links (4)
Links (4)
Members (2)
Members (2)
Policies (10)
Policies (10)
Profiles (1)
Profiles (1)
Reports (1)
Reports (1)
Segments (3)
Segments (3)
Services (2)
Services (2)
Sessions (4)
Sessions (4)
Tasks (6)
Tasks (6)
Taxonomies (6)
Taxonomies (6)
Templates (2)
Templates (2)
Tokens (2)
Tokens (2)
Users (5)
Users (5)
Versions (4)
Versions (4)
Webhooks (2)
Webhooks (2)
Workflows (1)
Workflows (1)
Other actions (6)
Other actions (6)
Admin
Admin
- Delete policies
- Stop sessions
- Delete users
- Delete agents
- Delete cards
- Delete collaborators
- Delete domains
- Delete groups
- Delete members
- Delete profiles
- Delete segments
- Delete taxonomies
Agents (1)
Agents (1)
Cards (1)
Cards (1)
Collaborators (1)
Collaborators (1)
Domains (2)
Domains (2)
Email addresses (1)
Email addresses (1)
Files (2)
Files (2)
Folders (3)
Folders (3)
Groups (1)
Groups (1)
Integrations (2)
Integrations (2)
Links (1)
Links (1)
Members (1)
Members (1)
Policies (6)
Policies (6)
Profiles (1)
Profiles (1)
Segments (1)
Segments (1)
Sessions (2)
Sessions (2)
Taxonomies (3)
Taxonomies (3)
Templates (1)
Templates (1)
Tokens (1)
Tokens (1)
Users (2)
Users (2)
Webhooks (1)
Webhooks (1)
Other actions (4)
Other actions (4)
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 Integrations
Add an integration
Find Box
Choose an access level
Click Connect Box
Sign in to Box
Change the access level
- Under YOUR CONNECTIONS, find the Box account.
- Open the account menu (⋯) and click Manage scope.
- Under Default scope, choose the new level.
- Click Save access.
Set access for one agent
Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.- Under YOUR CONNECTIONS, open the account menu (⋯) on the Box account.
- Click Manage scope.
- Under Per-agent access, find the agent.
- Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
- Click Save access.
Use more than one Box account
Click + Account on the Box card to connect another account. Agents use the primary account unless they are asked to use a specific one.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the primary account. It shows ★ PRIMARY.
- To change the primary account, open the account menu (⋯) and click Make primary.
- To tell accounts apart, open the account menu (⋯) and click Rename.
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
An agent 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 agent.
- Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.
- Cause: the agent is set to No access under Per-agent access, or the account is not connected.
- Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: resubscribe. See Manage your subscription.
- Cause: the sign-in for that account is no longer valid.
- Fix: use Reconnect on the account.
Common questions
Can I limit what agents can do in Box?
Can I limit what agents 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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