Invite and train your team

Invite and train your team
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Invite and train your team

Once you've set up Evernote for your team, it's time to onboard the team with resources and support they'll need to be successful.

Invite your team to join the account

Add users

Send invitations to join the team from the admin console:

  1. Click Add Users from the navigation menu
  2. Enter the email address of each person you'd like to invite
  3. Click Invite when you're ready to send the invitations

Each person will receive an email invitation with instructions on how to join the Evernote Teams account.

Note: Evernote Teams accounts created before September 15, 2017 have the ability to set up automatic approvals to join the team. Learn more >>

Check the status of an invitation

Check the status of sent invitations on the 'Manage Users' page in the admin console. If someone forgets to accept the invitation they received, you can resend it. If you've changed your mind, you can revoke it.

Create a training strategy

After you've sent invitations, it's a good idea to share some additional information about Evernote so your team has a clear understanding of the service. In addition to referring people to available documentation and guides, it might be a good idea to schedule some time on the calendar to present topics such as:

  • Goals and expectations of using Evernote as the team's shared workspace
  • The rollout schedule and timelines
  • Overview of how you've set up the workspace and what naming conventions to use
  • Ongoing support and additional resources
  • "Live demos" to walk through specific scenarios where Evernote can help improve current communication patterns and workflows, such as the following:


  • Objective: When our sales team is out in the field, they need instant access to their most important notes, presentations, spreadsheets, and sales collateral. They also need a way to take notes on customer meetings on whatever device they have with them.
  • Solution: Evernote will be installed on all devices our sales team uses, they'll have access to all sales materials, and their notes are collected in a shared space.

Provide education and ongoing support

Encourage your team to explore the example spaces inside the Evernote app and articles in Evernote Help & Learning. Examples:

Explore additional resources

Get the most out of your Evernote Teams deployment with tips, resources, and ongoing support.