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How it works

Procedures

  • OverviewHow a Procedure runs the whole process
  • Extractions deep diveRead tables and documents, use them anywhere
Deterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See every industry
Security
Log inBook a Demo
  1. Home
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  3. Transfer content ownership in Box

Transfer content ownership in Box

Automatically transfer a departing user’s Box content to their manager from a Slack request with Stepwork, so owned folders keep a clear owner.

Matt SilvaEngineering Lead

Book a DemoSee the process
Use case
Employee offboardingIT
Best for
IT Administrator
Applications used
  • Box
  • Slack
Business outcome
Risk reduction

On this page

  1. The problem
  2. The outcome
  3. The process
  4. Why Stepwork
  5. Similar use cases
  6. FAQ
IT
  • Box

Transfer Box ownership

One Slack request. Owned folders move to the manager.

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The problem

Folders still sit under someone who left.

Before a leaver’s account is cleaned up, IT often rescues owned folders by hand. Managers wait while content stays locked under the wrong name.

If ownership is skipped, teams lose the path to files they still need. Recovery turns into a scramble after the account is already gone.

The outcome

Owned folders keep a clear new owner

Stepwork transfers the departing user’s owned content to their manager in the Box admin console. Folders survive the departure with a named owner, and the run records who asked. To end sign-in first, use Deactivate user in Box.

Deactivate user in Box
  • Owned content is transferred to the named manager.
  • Folders keep a clear new owner.
  • If the user or manager cannot be found, the run stops.

The process

From Slack request to transferred Box ownership

IT posts the leaver and manager in Slack. Stepwork moves owned content in Box admin.

  1. Step 1

    Request it in Slack

    A teammate posts the departing user’s email and the manager who should own their content. That message starts the flow, and Stepwork records who asked and when.

  2. Step 2

    Find the user and manager

    Stepwork signs in to the Box admin console and locates both accounts. If either cannot be found, the run stops.

  3. Step 3

    Transfer owned content

    Stepwork transfers the departing user’s owned content to the manager, the same handoff an admin runs before cleanup.

  4. Step 4

    Confirm and reply in Slack

    Stepwork checks that ownership moved, then posts the result back in Slack.

    Transferred · owned content → manager

Transferred · owned content → manager

Why Stepwork

Content handoff stays on the path you recorded

Stepwork runs the ownership transfer you recorded. Owned folders do not disappear into a leaver’s account while managers wait.

Procedures
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Similar use cases

Similar use cases

  • Deactivate user in BoxDeactivates a departing user in the Box admin console, blocking access while retaining content.Learn more
  • Transfer Dropbox content on offboardTransfers a departing member's files to their manager as part of account removal.Learn more
  • Transfer Drive to a manager in Google WorkspaceUses the Google Admin data transfer tool to move a departing user's Drive files to their manager and confirms completion.Learn more

FAQ

Common questions

  • Post the departing user’s email and the manager’s email in Slack. Stepwork transfers owned content and confirms the new owner.
  • No. Deactivating a Box user is a separate flow that ends access while retaining content.
    Deactivate user in Box
  • The run stops and records that the manager could not be found. It does not leave ownership half-moved.

See it run on a process you already repeat

Bring one. We will show you what it looks like as a flow and what each run records.

Book a Demo
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