User provisioning with Box enables you to provision and deprovision users in Box directly from Zoho Directory Admin Panel, allowing you to use Zoho Directory as a single source of truth.
Prerequisites
Roles required:
Organization Owner/Admin
In Zoho Directory: Set up provisioning
2. Go to Applications, then click Add Application.
3. Use the search bar to find and add Box.
4. Go to Provisioning, then click Configure.
5. Click Authorize, and you will be redirected to Box where Zoho Directory will send a consent screen asking permission to allow access to Box.
6. Click Grant Access to Box. Once you grant access to Box, you will be redirected to Zoho Directory.
7. Select the fields that have to be synced with Box and map a relevant Zoho Directory field with them. If you'd like to have a constant value set in Box for any fields, click Edit next to the field, enter the value in the Hardcoded value field, and then click OK.
8. Click Save and Next.
Note: By default, all Box fields will be mapped to a relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.
9. Choose which of the changes made in Zoho Directory have to be synced with Box:
- Create users: Assigning users to Box in Zoho Directory will automatically add them as new users in Box.
- Update user profile: For users with existing accounts in Box, changes made to the mapped fields in the user's profile in Zoho Directory will be synced with Box.
- Delete users: Unassigning users from Box in Zoho Directory will delete their account in Box.
- Activate and deactivate users: Inactive users in Box will be activated when they are assigned to Box in Zoho Directory. Additionally, activating or deactivating a user in Zoho Directory will also activate and deactivate them in Box.
10. Click Save.
11. If you'd like to have the users currently in Box to be imported to ZD, click Import. A list of users that can be imported will be displayed. The following filters can be used to select users to import:
All Users: All the users that can be imported from Box to Zoho Directory.
New Users: Users with existing accounts in Box but do not have an account in Zoho Directory. These users will be added to Zoho Directory, and Box will be assigned to them.
Update Users: Users in Box who are already present in Zoho Directory. Choose a source profile, and the field values of the user profiles you select here will be overwritten with that of the source profile.
Users to Activate: Users inactive in Zoho Directory but active in Box will be activated while importing.
Users to Deactivate: Users who are active in Zoho Directory but inactive in Box, they will be disabled from Box while importing.
12. Click Confirm Assignment.
13. Click Done.