Invite members to your Team
Invite people to your team to exchange ideas and work together. Enter team members' email addresses and assign each person a team role (admin or member), either individually or invite multiple people with the same role at once.
- 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.
- Click Members in the left panel.
- Select the + INVITE MEMBERS button in the top-right corner. The Invite new members screen will open.
- Assign a team role in any of the following ways:
To Invite People with Different Roles - Enter the email address of the person you want to invite. By default, the person you're going to invite will become a team member. Mark the check box to assign the Admin role to anyone you invite. Click +Add More and enter the details individually for every person to invite.
To Invite People with the Same Role - Click Bulk Invite Members in the bottom-left corner. Enter the email addresses separated by commas and choose a role to assign to all new members. - Finally, click Invite Members. Your invitees will receive an email and will need to accept the invitation in order to join the team.
Notes:
- WorkDrive individual plan users cannot be part of a team using their same email addresses.
- When you invite a WorkDrive individual plan user to a team, their individual account will be converted to a team account upon acceptance. All data stored in their individual account will be migrated to their corresponding My Folders section of the team account.
Also read:
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Add or remove members in a Team Folder
Add members in a Team Folder You can always add new members to your Team Folder, even if you missed adding someone while creating it. Only Admins and Organizers can add members to a Team Folder. To add members: 1. Navigate to the left pane and click ...Manage Team Members
The Members section in your Admin Console will display the list of all members in your team. You can also see a summarized view of how many members in your team are active, suspended, or deleted, as well as the number of pending invites. Here's how ...Import users from Microsoft 365 to WorkDrive
The Zoho WorkDrive application in Azure Marketplace will help you import users from Microsoft 365 directly into your Zoho WorkDrive account. Steps to import users from Microsoft account to WorkDrive: Sign in to your Zoho account using the "Sign in ...Import users from Google Workspace to WorkDrive
The Zoho WorkDrive application in Google Workspace Marketplace will help you import Google Workspace (formerly known as G-Suite) users directly into your Zoho WorkDrive account. Steps to import users from Google Workspace account to WorkDrive: Sign ...Create your Team
Sign up with Zoho WorkDrive and enjoy creating and collaborating with teams the way you like. Sign up for a free trial. Sign in to Zoho WorkDrive using your credentials. Once signed in, select Create a New Team and enter your team name. Mark ...
New to Zoho LandingPage?
Zoho LandingPage Resources