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Box Authentication Configuration

This article outlines the process for creating and configuring a Box custom application to obtain the authentication credentials required for establishing a connection with the Box connector. The generated User ID, Client ID, and Client Secret are required to validate and configure the Box connector within the OvalEdge application.

The Box connector uses OAuth 2.0–based authentication and requires a properly configured Box custom application with the necessary access permissions and authorization settings.

Prerequisites

Before proceeding with the application setup, ensure the following requirements are met:

Prerequisite
Description

Box Account Access

Access to Box with permission to create applications.

Box Developer Console Access

Access to the Box Developer Console for application creation and configuration.

Box Admin Access

Administrative privileges to review, authorize, and approve the custom application.

Box Connector Configuration Access

Access to the OvalEdge application for connector validation and configuration.

Create a Box Custom Application

Step 1: Access the Box Developer Console

  1. Sign in to the Box account.

  2. Navigate to the Dev Console.

Step 2: Create a New Application

  1. Click New App +.

  2. Enter App Name and select Client Credentials Grant.

  3. Click Create App.

Step 3: Configure Permissions

  1. Ensure all required permissions shown in the configuration screenshots are enabled.

  2. The following permissions and options must be selected:

    1. App Access Level: Select the radio button App + Enterprise Access

    2. Application Scopes: Enable the checkboxes for

      1. Read all files and folders stored in Box

      2. Write all files and folders stored in Box

    3. Administrative Actions: Enable the checkbox Manage Users.

    4. Additional Configuration: Enable the toggle button Generate User Access Tokens

  3. Click Save.

Retrieve Authentication Credentials

Step 1: Retrieve User ID

  1. Navigate to Properties in the App Details panel (right-hand side).

  2. Copy the User ID.

Step 2: Retrieve Client ID

  1. Navigate to Access in the App Details panel (right-hand side).

  2. Copy the Client ID.

Step 3: Retrieve Client Secret

  1. Click Fetch Secret.

  2. If Two-Step Verification is enabled, complete the verification process.

  3. Copy the Client Secret.

Authorization

  1. Navigate to Status and click Authorize.

  2. Review app authorization” pop-up will appear. Click Authorize.

  3. Ensure all permissions are correctly configured before saving.

  4. Click Save.

Whenever any changes are made to the application configuration, the application must be re-authorized.

Verification

  1. Confirm the application status is Authorized.

  2. Navigate to Platform Apps.

  3. Verify that the application appears in the list.

Disclaimer

This document is provided for reference purposes only and is subject to change in the future. For the latest information, contact the System Administrator of the system.


Copyright © 2026, OvalEdge LLC, Peachtree Corners, GA, USA.

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