Supported plans: Available across all paid WorkDrive plans (Starter, Team, and Business), as well as Zoho Workplace and Zoho One bundles.

You have to buy licenses for client users separately as an add-on. Member licenses cannot be used to purchase client user licenses. Click Add Licenses in the right sidebar of the Client Users tab to buy new client user licenses.

Client users will have access to My Folders. No separate storage will be allotted for them. The shared team storage will be available for client users similar to team members.

Client users can access WorkDrive's web and mobile (iOS & Android) applications. Desktop apps are not supported.

Invite client users to your team

1. 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.
2. In the left sidebar, click the Client Users tab. This action will display the list of existing client users by default.
3. In the top-right corner, click the INVITE CLIENT USERS button. The Invite New Users dialog box will appear with three entry boxes.
   
   
   
   
4. In the first box, enter the email addresses of the users you want to add. You can add multiple users by entering multiple email addresses separated by commas.
   
5. In the second box, enter the Team Folders you want the users to be part of and provide them with the required role.
   
6. In the third box, you can optionally set the expiration date until the client user will have access to your Team. Once expired, the client user will automatically be removed from your Team and the added Team Folders.
   
7. Finally, click the INVITE CLIENT USER button at the bottom.
   

1. Client users cannot be given an Admin role in a Team Folder.
   
2. You can filter the list of client users to view active, invited, deleted, and suspended client users. This can perform this action by clicking the dropdown arrow next to Licensed Client Users in the top-right corner, then choosing one of the following filter options:
   

                        Licensed Client Users

                        Active Client Users

                        Invited Client Users

                        Suspended Client Users

                        Deleted Client Users

Change storage limit

1. Open Client Users tab in the Admin Console. This will display the list of existing client users by default.
   
2. Select one or more client users and click the (...) More Actions icon.
3. Click Change Storage Limit. The storage limit dialog box will open.
   Alternatively, select one or more members, right-click and click Activate User .
   
   
   
   
4. Choose the desired storage limit from the dropdown.
   You can also set a custom storage limit by clicking Set a custom storage limit.
5. Click Apply. The selected storage limit will be applied to the selected client users.
   
   

 

Enable/disable external sharing from client user's My Folders

1. Open Client Users tab in the Admin Console. This will display the list of existing client users by default.
2. Select one or more client users and click the (...) More Actions icon
3. Click Manage External Sharing and choose:

• Enable to allow external sharing of files and folders from the selected client users' My Folders.
• Disable to restrict external sharing of files and folders from the selected client users' My Folders.

Alternatively, select one or more users, right-click and click Manage External Sharing > Enable/Disable.

 

Manage client users

1. Open the Client Users tab in the Admin Console.
   
2. Click on the name of a user to open the Settings and Permissions page.
   
3. Click the  icon next to Account Status to change the status of the client user.
   
4. Click the  icon next to Account Expiration to set or edit the expiration date of the user.
   
5. In the Team Folder Permissions section below, click Add Team Folders to add the client user to another Team Folder within your team.
   
6. To change the role of a client user in a Team Folder, hover over the user's current role and click the dropdown arrow, and select the role you want to assign from the dropdown.
   

Export Client User Information  

You can export a comprehensive list of your client users and their details from the Admin Console.

To export client user information:

1. Click Admin Console in the bottom-left corner of your WorkDrive account.
   The Admin Console page will open in a new tab.  
2. Select the Client User tab in the left pane. By default, this will list Active members. To change the list, click the member dropdown tab and choose the client user type you wish to export (e.g., Licensed, Invited, Suspended, Deleted). The screen will update to list the chosen members.
3. Click the Export button from the top panel.The export process will begin, and you will receive a bell notification once the export is complete. You can find the exported file in the My Exports folder, under My Folders tab.
   
   
   

• Client user name

• Email address

• Added by

• Status

• Member role

• External sharing option in My Folders

• Is Template Admin

• Folders Count in My Folders

• Files Count in My Folders

• Storage limit in My Folders (GB)

• Storage used in My Folders

• Storage used in My Folders (bytes)

Note: To export a specific type (e.g., Suspended client user), ensure you select that group from the dropdown before clicking Export.