Connecting My Box Account

Please follow the step-by-step guide on how to connect your Box Account.

Creating your Login

• Once you login into your Genius™ account, Click on Settings and choose Connected Sources option located on the top of the page.

Adding Your Account

• On the right hand side, you can see Add Source, Click on the Add button beside the Box icon.

• A pop-up window will be opened showing the types of file Genius™ can analyse.Click Continue.

• You will be re-directed to the login page, Enter your Box Credentials to log in /Authorize. (you will not see this page if you  have already logged into your  Box account). If you do not see this page skip to the next step.

You need to click on “Grant access to Box” to allow Genius™ to read the files.

• A green collared banner will be displayed on the top right corner, displaying success message.

• Next, Genius™ will allow you the option to select which files from Box to analyze. Until you direct Genius™ to which files you choose to be analyzed, you will see the below “setup is not complete” message in the Content Sources page of the Genius™ dashboard.

• To determine which files should be analyzed, navigate to the right pane of the window. You will see the below message describing your analysis options.

• If you select “Yes, use them all and continue,” Genius™ will analyze every applicable file in your Content Source and provide a success message.
• If you select “No, let me pick” you will be provided with options to either select which files you want to be analyzed or omitted from being analyzed.

• Selecting the “Allow List” option will allow you to choose each file to be analyzed. All other files in the Content Source will be not be analyzed by Genius™ and will not be used to answer Genius™ questions.
• Selecting the “Deny List” option will allow you to choose only the files you do not want to be analyzed. All the other files in the Content Source will be analyzed by Genius™ and used to answer Genius™ questions.

Verifying Success

• A pop-up window with success message will be displayed.

• You can verify by going into your Connected Sources page, where your Box account is successfully connected to Genius™ and ready to answer you.