After clicking on the plus button in the top right-hand corner or on the pen button to the right of the account in the overview of the “Meeting participants” module, you can add or edit an account.
Below the options on the “Box” tab are explained.
Box account
Enter the account e-mail address. This is also the username.
Attention: As soon as the address has been entered into this field and settings have been saved, the connection between the systems will be established. A notification mail will be sent to the participant.
Split accounts
Case: Ms X has 1 e-mail address, which she uses for accounts for two organisations, Organisation A and Organisation B. Her profile in the app or box shows, therefore, both Organisations.
This functionality becomes applicable when Organisation B requires Ms X to use a different e-mail address.
Functioning: Open the account of Ms X for Organisation B and enter the new e-mail address in the “Box account” field.
Select “Split off”.
Box options
After creating and saving the account, you are asked to set the Box options.
The number of options depends on the system settings. The most commonly-used options are discussed below:
Box active
The participant loses all their box options if you deactivate this option. They can still view and receive documents in the box/app.
