UITS

In Box, how do I transfer ownership of content to an organizational or group Box account?

You may need to transfer ownership of content from one Box account to another for various reasons, including a change in leadership of a project, a desire to transfer institutional data out of a personal IU Box account into a university-owned "non-personal" account (i.e., an organizational or group account), or the end of your affiliation with Indiana University.

To transfer ownership of content to a personal (non-IU) Box account, see In Box, how do I transfer ownership to a personal (non-IU) Box account? To transfer ownership to an organizational or group Box account, see below.

Note: Box organizational and group accounts are tied to standard university group computing accounts; therefore, transferring ownership of the group or departmental account will be the first step to transferring ownership of the associated Box account. For details, see About transferring ownership of a group or departmental account.

Shifting ownership of institutional data to an organizational or group Box account makes staff transitions cleaner, and makes ownership of institutional data clearer.

The instructions below assume that all of the content you need to transfer is in one or more folders. If you have loose files in your account that need to be transferred, create a folder, move the loose files into it, and transfer it according to the following instructions.

To transfer ownership of a folder to an organizational or group Box account, follow these steps carefully:

  1. If the folder is currently synced, UITS recommends that you unsync the folder before proceeding.
  2. The owner of the source folder must be invited to collaborate on a folder owned by the target account. The collaboration invitation must give sufficient rights to upload content to the target folder. See What Are The Different Collaboration Permissions And What Access Do They Provide? from Box Help.
  3. The owner of the source folder moves (not copies) the folder into the target folder. All content and collaborations move intact. This is not true if you move individual files, rather than a folder. It is also not true if you are not the owner of the source folder.

Take this example:

  1. A manager named Darth Vader at Empire.com has been using his individual Box account to collaborate with his team of engineers on their designs for a new space station. Screenshot of Box showing Darth Vader as owner of the engineering plans folder
  2. The Empire Box team introduces group accounts, and Darth sets up the Death Star Engineering Team group account. Now he needs to move his project folder over to that account.

    Following best practices for group accounts, Darth sets up a root-level folder in the group account and invites his personal account with sufficient rights to upload, in this case, as co-owner.

    Screenshot of engineering team's group account showing Darth Vader as co-owner of the folder
  3. From his personal account, Darth now moves the folder to the folder owned by the group account. Darth Vader's personal Box account with Move or Copy highlighted for the folder to be moved
  4. He then selects the destination folder. The Box Move/Copy Selected Item dialog
  5. When the move is complete, a confirmation appears in Darth's personal account. Darth Vader's personal Box account with a confirmation message
  6. From within the group Box account, he can now see the folder is part of the Death Star Engineering Team folder, with the group account as owner. Group Box account now the owner of a moved folder

For assistance with this process or if you have questions about Box, contact your local Support Center.

This is document bdui in the Knowledge Base.
Last modified on 2015-03-11.

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