How to Set up the Dropbox Dash Connector for a Dropbox Service Account

Overview

The Dropbox Dash connector for Dropbox allows users to search for and receive answers about their content on Dash. Users can get answers to their queries directly from Dash or access their content on Dropbox, redirected from Dash results with a simple click. By setting up the Dropbox Dash connector for Dropbox, administrators enable the sync of all of an organization’s Dropbox contents with Dash.

Service Account Requirements

The Dropbox Dash for Dropbox connector relies on a Dropbox team admin authenticating and authorizing a company-level connector between a company’s Dropbox team and Dropbox Dash. As a better security practice and to avoid disruption between the Dropbox and Dash integration (for instance, in the event of an admin leaving the company), it’s strongly recommended that you create a non-human admin service account in Dropbox specifically used to integrate with Dash.

The Service Account Recommendations for SaaS Service Integrations with Dropbox Dash document provides more information and naming convention recommendations for service accounts.

For this document, svc-dropboxdash-dropbox is referenced as an example account name for the service account.

How to create a new admin service account in Dropbox specifically for the Dash integration:

Before creating a Dropbox account for the service account to be used with Dash, ensure that a corresponding email address exists for user svc-dropboxdash-dropbox, which can be used to log in and receive emails to accept and complete the Dropbox account flow.

To create a new admin service account in Dropbox specifically for the Dash integration:

1. Log in to dropbox.com with your admin credentials.
2. Click Admin console in the left sidebar.

3. Click Members in the left sidebar.
   

4. Click Invite members.
   

5. On the Invite people to your team pop-up, type the email address for the svc-dropboxdash-dropbox service account user.
6. Click Invite.

7. Click Invite 1 person.

The Invite people to your team panel allows you to invite multiple accounts, but the service account will be one account.

8. Click Done.

9. Click the Invited filter to view all invited team members.
10. Click “…” (ellipsis) to the right of the svc-dropboxdash-dropbox user.

11. Click Make admin.

12. Select Team to give the service account full team permissions.
13. Click Add.

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14. Click OK.

15. Open an InPrivate window if using Microsoft Edge or an Incognito window if using Chrome.
16. Navigate to dropbox.com and confirm that you’re not already logged into Dropbox as a user.
17. Log in to Dropbox using the email account of the svc-dropboxdash-dropbox user you created previously.
18. In your email, locate the welcome email from Dropbox
19. Click Create account.

20. Type svc-dropboxdash- in the First name field.
21. Type dropbox in the Surname field.
22. Type a password for the service account.
    • Note the password somewhere safe, such as your password management vault.
23. Click Agree and sign up.

You should now be logged into Dropbox as a Dropbox team administrator in an InPrivate or Incognito window.

How to connect Dropbox to Dropbox Dash using the service account:

This will be covered during your implementation call.

1. Open a new InPrivate or Incognito window.
2. Log in to dropbox.com with your service account credentials.
3. Click Admin console in the left sidebar.

4. Click Dash in the left sidebar.
5. Click Apps.

6. Click the More apps tab.
7. Click +Add to the right of the Dropbox connector.

8. Click Continue.

9. Click Allow.

10. Click the Your apps tab.
    1. You should now see Dropbox added as a connector, and a confirmation pop-up will appear at the bottom of the screen.

Congratulations! You’ve now successfully connected Dropbox as a company connector to Dropbox Dash.

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