Getting Started with Evernote Business for account admins

Getting Started with Evernote Business for account admins

Getting Started with Evernote Business for account admins

What is Evernote Business?

Evernote Business allows your company to capture, search, share, and discover the collective knowledge of your entire organization. This guide is a quick overview to help your company get up and running with Evernote Business in four easy steps:

  1. Create a new Evernote Business account for your company
  2. Add users
  3. Create business notebooks and add content
  4. Share business content with the team

1. Create a new Evernote Business account for your company

There are two ways to create a new account, depending on whether you are new to Evernote or already have a personal Evernote account.

If you have an existing Evernote account:

Log in to your personal account and upgrade it to an Evernote Business account

Sign into Evernote

More about upgrading an existing account

If you're new to Evernote:

  1. Go to the Evernote Business website and click Get Business

    Sign up for a new account

  2. Fill out the form fields

    Create a new account

2. Add users

The more people you add to Evernote, the easier it is for teams to find others working on similar projects and the more ways you can collaborate on projects with others.

To automatically add new users

Evernote makes it easy to add multiple users to a company account based on email domains. Once you've specified your company's email domain, anyone who joins the company's Evernote account with that email domain, will automatically be added as a user to that account.

Auto-approve users

From the same 'Add Users' page in the admin console, simply enter your company domain, such as @yourcompany.com, in the 'Automatic approval' section of the page, click the Add button, and click Confirm when prompted.

Note: If you chose monthly credit card payments for your company's Evernote Business account, you'll be charged each time a new user joins the company's Evernote account.

To invite people individually via email

Inviting people individually is one of two ways you can add users by inviting people to join your company's Evernote Business account from the admin console.

Add users

  1. Select Add Users from the side navigation menu
  2. Enter an individual's business email address or a comma-separated list of business email addresses
  3. Click Invite when you're ready to send the invitations. Users will receive an email invitation with instructions on how users can join your company's Evernote Business account.

    Invite users

  4. After you've sent users an invitation, it's a good idea to email them some additional information about joining an Evernote Business so they have a clear understanding of the process

3. Create business notebooks and add content

Business notes stay in the company account

If you are an existing Evernote user and upgrade your account to join your company's Evernote account, you have the added option of creating content in business notebooks. Bear in mind that all business notes remain with the company account, even if you leave the company. All personal notes remain completely private, unless you explicitly share it with others, move them to a business notebook, convert a personal notebook to a business notebook, or publish it to the company’s Evernote account.

Convert personal notebooks to business notebooks

You may have existing work-related notes stored in personal notebooks you may want to move into business notebooks once you've joined your company’s Evernote account. This can be accomplished in Evernote for Mac or Evernote for Windows Desktop by simply right clicking on a personal notebook and selecting Convert to business notebook. Once you’ve created a new business notebook, you can share it with others or publish it to your company’s Evernote Business Home. Any content you create in business notebooks are only visible to you and your company's account admin, unless you explicitly share it with others or publish it to the company’s Evernote Business Home.

4. Share business content with the team

Once you've created some business notebooks, you can share them with everyone in the team by publishing them to the business home. Once published to Business Home, anyone who is a part of the company account is authorized to view all its contents.

Note: Admins and notebook owners can grant additional 'edit' and 'edit and invite' permission to anyone or everyone in the company.

Employees in a company are usually expected to follow company policies with regards to disclosing company information. So, be sure to have a clear understanding of these policies before you share Business Notes with others 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.

Useful resources

For full details for how to set up an Evernote Business account, please view the following resources:

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Keywords:

  • account admin
  • business admin
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