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.
Notes
Note: You cannot have both individual and team accounts using the same email address. 
Once your account is converted to a Team plan, you cannot switch back to the Individual plan later.
If you want to switch from the Individual account to a Team account, you’ll need to purchase a paid WorkDrive Team plan (Starter, Team, or Business). During this upgrade for Individual accounts with a paid storage add-on, any existing Individual storage add-on subscription will be canceled, and the unused amount will be prorated and adjusted against your new plan cost. 

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. 
NotesNote: 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

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              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 ...
                                                                                                                                • 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 ...
                                                                                                                                • WorkDrive TrueSync - Release Notes

                                                                                                                                  Download the latest TrueSync app (Windows, Mac, and Linux OS) Windows, Linux, and macOS components have been upgraded to ensure compatibility with the latest security standards and OS requirements. The updated OS support is as follows: For Windows: ...
                                                                                                                                • Migrate from OneDrive to Zoho WorkDrive

                                                                                                                                  With Zoho WorkDrive's advanced file management and collaboration features, teams can work together more efficiently. If you want to migrate your data from Microsoft OneDrive to Zoho WorkDrive, you can make use of our built-in migration tool. ...
                                                                                                                                • Generate Team Activity Report

                                                                                                                                  Activity reports give you detailed information about any events that happen in your team. You can apply filters based on folder locations, members, time, and activities. Admins can generate reports on a regular basis, and secure them for future ...
                                                                                                                                  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