Upgrade from an individual account to a team account

Upgrade from an individual account to a team account

With a WorkDrive individual account, you can securely create, store, and collaborate on your personal files with limited storage space (5 GB).

A WorkDrive team account gives you a secure shared space where you and your team members can store, create, manage, and collaborate on files and folders more effectively. Additionally, a team account gives you complete control over your team members and their data. Compare team plans.
Note: You cannot have both individual and team accounts using the same email address.

If you're considering moving from an individual WorkDrive account to a team account, here are the steps you'll need to take:
  1. Go to www.zoho.com/workdrive and sign in with your WorkDrive Individual account credentials.
  2. Click your profile picture in the top-right corner of the window and select Plan Details.
  3. Click on the Upgrade your account button at the bottom of the page. The Upgrade to Team Edition page will open in a new tab.



  4. Enter a team name and click on the Move files and upgrade button. The Invite Members screen will appear.
    Notes:
    1. Once you upgrade, the data stored in the My Folders space in your individual account will be moved to the corresponding My Folders space in your team account.
    2. By default, you will become the Super Admin of the team.

  5. Enter the email addresses of the users you want to invite to your team. Mark the appropriate check box in the role column to assign the Admin role, and click Invite Members.
    Note: You can skip this step and invite members to your team at another time.
When you follow the above steps, your individual account will be converted to a team account without any data loss.

Once the account is converted, a 15-day free trial of our highest team plan (Business plan) will be enabled for you. You can upgrade your account to a paid plan anytime before the trial ends.


Note: A user can join multiple teams and they can switch teams at any time by clicking the team name in the top-left corner and selecting the required team.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG



                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now









                                                                                                                          • Related Articles

                                                                                                                          • WorkDrive Essentials plan for teams

                                                                                                                            Zoho WorkDrive is an online file management and collaboration platform for teams and individuals. WorkDrive is available as a standalone product as well as part of various app bundles, such as Zoho One, Workplace, Remotely, and Zillum. WorkDrive's ...
                                                                                                                          • Upgrade your WorkDrive account

                                                                                                                            Sign in to your WorkDrive account. Click Upgrade at the top of the home page to open the Payments page window. Alternatively, you can go to Admin Console > Dashboard, then click Upgrade under Account Details. The Zoho Store page will open and list ...
                                                                                                                          • Zoho CRM - WorkDrive Integration

                                                                                                                            WorkDrive serves as the central repository of all your files, enabling you to manage your files better. Zoho CRM is tightly integrated with WorkDrive. The Documents tab in CRM is powered by WorkDrive (previously by Docs). Any files and folders you ...
                                                                                                                          • Manage your WorkDrive Subscription

                                                                                                                            View subscription details 1. Go to https://workdrive.zoho.com/. 2. Click Admin Console in the bottom-left corner of your WorkDrive account. The Admin Console page will open in a new tab. Dashboard will be selected by default. 3. Click Manage ...
                                                                                                                          • Bigin - WorkDrive Integration

                                                                                                                            Businesses require you to exchange files with clients for various purposes. Confidentiality of the clients' documents is the utmost priority for any business. The File Cabinet topping in Bigin, powered by WorkDrive, helps you to send and receive ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources