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Box Automate streamlines business processes through automated workflows. This guide provides administrators and co-admins with the necessary steps to enable, govern, and delegate workflow management across the enterprise.

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Managing Box Automate access

To manage Box Automate for end users, admin must configure the enablement settings within the Admin Console.

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Configuring Box Automate

  1. Navigate to the Admin Console > Enterprise Settings.
  2. Select the Content & Sharing tab.
  3. Scroll to the Box Automate section.
  4. Click Edit configuration.
  5. Under User Access:
    • Enable for all users
    • Disable for all
    • Enable for some users
    • Disable for some users
  6. Click Save to apply changes.
Note:
  • Disabling Box Automate at the enterprise level will immediately pause all active workflows. Use caution when modifying global enablement settings.
  • The setting within Admin Console - Content & Sharing labeled Prevent collaborators from moving or copying content to a folder where they have a higher permission level is not applicable to actions performed by Automate Workflows executions.

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Governance and security considerations

Administrators can maintain robust oversight of automated workflows to ensure security and compliance standards are met.

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Access and approval controls

  • User Access Management: Use the allowlist settings in Enterprise Settings to ensure only authorized personnel or specific departments can build automations.

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Monitoring enterprise activity

Once permissions are granted, co-admins can access the Automate tab to monitor the status of all enterprise workflows.