FAQ for Evernote Business users

FAQ for Evernote Business users

FAQ for Evernote Business users

TOPICS COVERED IN THIS ARTICLE:

  • General Questions
  • Joining your team's Evernote Business account
  • Leaving your team's Evernote Business account
  • Working with spaces, notes, and notebooks
 

General Questions

What are spaces?

Spaces are an efficient way to organize your team’s information. You can create a space for a project, team, or topic; fill it with notes and notebooks; and share it with your team. Everyone on the team can see what has been shared with them in a space, locate the information they need, and collaborate easily to get the job done.

What are business notebooks?

Evernote Business allows users to create and have access to business notebooks. They look and act just like regular Evernote notebooks, and have extra sharing options specifically for the business. Evernote Business users can create business notebooks and all of the notes within them become part of the team's Evernote Business account.

Can everyone in the business see all business content?

Users in the business can only see what's been explicitly shared with them, either directly or via a space, and what's been published to the business (if any). New spaces and notebooks are private to the notebook creator by default, but can be shared with team members. You can share notes and notebooks to individuals or put them in a space and list them in the Space Directory for the entire company to browse. Account admins can view and manage all spaces, notebooks, and notes regardless of their share permissions, using the admin console.

Note: Users who are part of an Evernote Business account created on or after September 15, 2017 have an account notebook that is not shareable. Learn more >>

What happens when I remove a note from a business notebook?

When you remove a note from a business notebook, either by deleting the note or moving it out of a business notebook into a personal notebook (Evernote Business accounts created before September 15, 2017 only), the original note is moved to the business trash. The business trash is similar to the trash in a personal account, but only an account admin can empty the business trash from the admin console. If you accidentally delete a note or change your mind, you can easily restore it by opening the business trash and clicking the restore button.

What happens when I delete a business notebook?

Deleting a business notebook works similarly to deleting notes. All the individual notes from the business notebook are put into the business trash. To restore a note or a selection of notes, simply open the business trash, select the note(s) (or Shift+click to select multiple) you'd like to restore, and select Restore Selected Notes. As with notebooks, only an account admin can empty the business trash using the admin console.

What is the Space Directory?

The Space Directory is where shared spaces are listed for the entire business to browse. Users can view and join spaces as needed. Some examples of what might be shared with a business include: benefits information, educational material, or information related to projects that multiple people are interested in following. Learn more >>

Joining your team's Evernote Business account

Can I keep my existing Evernote account or do I need to create a new one?

For Evernote Business accounts created before September 15, 2017:

If you have an existing Evernote account, we strongly recommend that you use it to join your team's Evernote Business account. All of your personal notes and notebooks will remain separate from your business notes and notebooks. No one, not even the account admin, will have access to or control over any of your personal notes and notebooks, and you keep them even if you leave the business.

For Evernote Business accounts created on or after September 15, 2017:

Even if you have an existing Evernote account, when you join your team's Evernote Business account, you'll create a new business account. You can add both your personal account and your business account to any of the Evernote apps so you can easily switch between the two. Learn more >>

How do I join my team's Evernote Business account?

For detailed instructions on how to join your team's Evernote Business account, see here.

When I tried to join, I received a message that the maximum number of seats has been reached. What should I do next?

If the maximum number of seats for your team's Evernote Business account has been reached, we will automatically notify the company's account admin that you attempted to join. The account admin will contact you directly once the user limit has been increased.

What changes will I see when I join my team's Evernote Business account?

The Evernote app will stay the same, but you'll notice a few differences:

  • You'll have the ability to create spaces
  • You'll be able to access the Space Directory
  • You'll have updated account limits

Does anything happen to my personal notes and personal notebooks when I join my team's Evernote Business account?

Absolutely nothing about your personal notes or personal notebooks will change when you join your team's Evernote Business account.

What happens if I'm already paying for Evernote Premium and join an Evernote Business account?

For Evernote Business accounts created before September 15, 2017:

If you've purchased a 1-year paid subscription from us (Evernote Plus or Evernote Premium) and have more than a month of personal service left, we'll send you a code that you can save and use to upgrade yourself back to that subscription should you ever leave the business. You can also pass the code along to a family member, friend, or colleague.

For Evernote Business accounts created on or after September 15, 2017:

You will create a new, separate Evernote Business account when you join your team. You may choose to keep your separate, personal Evernote subscription or you may cancel it. Either way, when you join your team's Evernote Business account, your account admin will be able to send you a code redeemable for 1 year of Evernote Premium from the admin console.

Leaving your team's Evernote Business account

How do I leave an Evernote Business account that I have joined?

Evernote Business account admins can remove you from the business using the 'Manage Users' page in the admin console. Before going through the steps to leave an Evernote Business account, keep in the mind that you will immediately lose access to any business notebooks you have created, as well as to the team's business home and all of the business notebooks in it.

What happens to my notes and notebooks if I leave my team's Evernote Business account or my access is revoked?

If you leave your team's Evernote Business account, or if your access is revoked by an account admin, you will immediately lose access to any business content you created, as well as to the Space Directory and all of the spaces in it. If the Evernote Business account was created before September 15, 2017, your Evernote account will also be automatically changed from Evernote Business to Evernote Basic. All of your personal notes and personal notebooks will be completely unaffected.

Working with spaces, notes, and notebooks

How are spaces different than notebooks?

Notebooks let you organize and share a single set of content. Spaces are a more powerful method for organizing and collaborating with your team around a project or multiple sets of content, which may span multiple notebooks.

  • A space can contain both notebooks and individual notes, allowing you to better organize large amounts of content
  • A space helps keep track of what your team is working on by highlighting what’s new and pinned notes

How are spaces different than stacks?

Stacks are for you to create a personalized organization of your notebooks, whereas spaces are for your team to organize in the same consistent way, so you can stay on one page and find shared content easily.

No one else can see your stacks, you can’t share them, and different users can put their notebooks in different stacks. Spaces are seen by all of your invited team members, and notes and notebooks can only belong in a single space. You can easily share all of the space’s contents by adding a team member to the space. Contrary to stacks, spaces can also contain individual notes.

Does everyone in a space automatically have permissions for every notebook within that space?

Yes. Members of a space will receive the same permissions of all the contents in the space. In cases where an individual was shared notebooks or notes at greater permissions than the overall space’s permissions, they will retain the greater permissions on those items.

Can you be part of a space without joining all the notebooks within it?

No.

Can a note or notebook be in more than one space?

No.

Can I share spaces, notes, or notebooks with people outside of the business?

Notes and notebooks (with the exception of account notebooks) can be shared with people outside of the business. However, spaces cannot be shared with people outside of the business.

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Keywords:

  • evernote business
  • faq
  • getting started
  • spaces
  • business notebooks
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