Change box settings

Change box settings

Prerequisites

You are owner or manager of the box the settings of which you want to change.

 

To change the settings of a present box:

1.   Select the More options icon on the right side of the box the settings of which you want to change.

2.   Select Edit Box from the context menu.
The Edit Box dialog is displayed. Select from the following options:

    Name & Box type to change name, description or box type.
You can change name and description by entering the changes into the corresponding fields. You can change the box type by selecting the corresponding box type.
PrivacyBoxes can be changed into temporary boxes and vice versa. Changing PrivayBoxes or temporary boxes into a data room requires the corresponding permission. Data rooms cannot be changed into another box type.

    General settings to change backup or access settings. You can activate or deactivate the backup function using the Backup active toggle switch. Below Access settings, select:

 

    Access for Box members only to allow only box members to access the box.

    Generate Box-Link to allow users that are non-box members or do not have an idgard account to access the box.

 

    Default permissions to change the predefined permissions that are valid for the box.

    Data Room settings to change journal-related settings like Journal entry on bulk download or Don`t record read / download activities or to enforce the agreement on the terms of usage the data room.
The Data Room settings option is only available for the box type data room.

 

3.   Select the Save icon  in the top app bar to save the box settings.


    • Related Articles

    • Define settings

      The Settings menu provides the possibility to define settings that shall be valid for all boxes. These settings are: ● General settings regarding notifications and security ● Settings regarding data and their storage
    • Create a new temporary box

      A temporary box only exists in a defined time period. As soon as the time period has expired, the temporary box and its complete content is automatically deleted. Prerequisites ● You are full license user. ● You have the Create Temporary Box ...
    • Define general settings

      To define general settings: 1. Select the hamburger menu icon in the top app bar. The side bar is displayed. 2. Select the Settings symbol . 3. Activate the toggle switch for the Play notification sound function if new uploaded files or new messages ...
    • Manage box members

      Within a box, you can manage the box members and add members, remove members or edit their permissions. Precondition is that you are owner or manager of the box. To invite new members to the box: 1. Open the box to which you want to invite members. ...
    • Manage folders and files within a box

      If you are within a box, you can perform several actions: ● Create folders ● Upload and delete files ● Create image files, record videos and voice messages ● Create notes To generally select actions within a box: Prerequisite is that you are owner or ...