---
title: "Basic Operations."
canonical: "https://support.appfire.com/space/DLP/298353483/Basic%20Operations."
format: markdown
---
In this article, you will learn how to add, edit, and delete Boxes using the Overview module, including adding new Boxes under the Home (root) Box.

Periods of Boxes follow [scheduling rules](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297634610).

Boxes can be organized into a hierarchical structure.

![overview-panel.png](media://5d1fb5ed-a9fc-484a-9379-2957fa945719)

 Keep in mind:

- A Box type contains the default settings and rules applicable to multiple Boxes (all Boxes of a given type). Box type settings are adjusted in Box type administration.
- Box configuration refers to the settings of a single, individual Box. They are dependent on the Box type settings.

## Security and configuration

Operations available to a user depend on their security roles.

- Box Admin can:
  - administer the Box (access the Box configuration section)
  - create Sub-Boxes (child Boxes)
  - edit the Box (for example, change the Box status and the Box content)
  - delete the Box
  - change the Box status (not started, in progress, closed)
  - duplicate Box configuration and use it to create a new Box
- Sub-Box creator can create sub-Boxes (if you are a sub-Box creator in Portfolio, you can create a Box nested in it)
- Box Editor can:
  - edit the Box (name and start and end date)
  - add, edit, and delete objectives
  - add, edit, and delete tasks and dependencies
  - customize task and risk cards (by selecting from the available Column and Card View created by the Box Admin)
  - change the task structure, etc.
  - duplicate Box configuration and use it to create a new Box based on it

To configure a Box type information and parent types, go to App's administration > Box types > edit (click on a Box type name) > Basics.

To configure Box type scheduling rules (period mode and sequentiality), go to App's administration > edit (click on a Box type name) > Advanced.