Evernote Business Quick Start Guide
Get started with Evernote Business in 4 easy steps:
- Create an Evernote Business account
- Create company-wide spaces and add content
- Invite your team
- Share spaces with the team
For a more comprehensive walk-through of setting up Evernote Business for your team, see the Evernote Business Deployment Guide.
1. Create an Evernote Business account
To create an Evernote Business account for your team:
- Go to the Evernote Business website and click Get Started.
- Fill out the form with your full name, the name of your business, your business email address, and an account password.
If you already have an Evernote account and would like to use the email address associated with that account for your new Evernote Business account, you’ll be prompted to sign in and choose a different personal email address for your existing account so you can use your business email address for the new account.
2. Create company-wide spaces and add content
Here are some examples of the types of content you can add to spaces:
- Project timelines
- Web clips and articles
- Copy drafts
- Budget spreadsheets
- Meeting notes with action items
At project brainstorming meetings, capture a photo of the ideas on a whiteboard with the Evernote mobile app’s built-in camera. All your team’s great ideas are gathered with the rest of the project details. More ideas >>
3. Invite your team
Send invitations to join the business from the admin console:
- Click Add Users from the navigation menu
- Enter the business email address of each person you'd like to invite
- Click Invite when you're ready to send the invitations
Each person will receive an email invitation with instructions on how to join the team's Evernote Business account.
4. Share spaces with the team
Once you've created some team spaces, you can share them with everyone on the team by listing them in the Space Directory. Once shared, anyone who is a part of the account is authorized to join a space and view all of its contents.
Note: Account admins and notebook owners can grant additional 'edit' and 'edit and invite' permissions to anyone or everyone on the team.
Tip: Employees in a company are usually expected to follow company policies with regards to disclosing company information. Be sure to have a clear understanding of these policies before you share business notes with people outside of the company via email or as a public link (URL). As an account admin, you will be able to view and manage users and permissions for each business notebook.
For more details about how to get started with Evernote Business, check out the following resources:
- Getting Started with Spaces
- Evernote Business Deployment Guide
- Evernote Business FAQ
- Getting Started with Evernote for Salesforce
- account admin
- business admin