Train and invite your team

Train and invite your team

Train and invite your team

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

 

Create a training strategy

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 Business as the company'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 Business can help improve current communication patterns and workflows, such as the following:

SAMPLE SCENARIO

  • 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 spot.

 

Provide education and ongoing support

Evernote provides you and your team with guides, video tutorials, and other tools for mastering the basics of Evernote.

Share these tools with your team:

印象笔记为你和你的团队提供入门指南、视频教程和其它工具及资源,帮你快速上手Evernote企业版。

将这些资源共享给你的团队:

 

Explore additional resources

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

News, updates, tips, and customer stories

Personalized help

Invite your team to join the account

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 Business with that domain, will automatically be added as a user without the admin having to approve them individually.

Auto-approve users

From the admin console, click 'Add Users' in the side menu. Enter your company's email domain, such as @yourcompany.com, in the 'Company email domain' box, 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 Business account.

 

To invite people individually via email

If you don't want to let your team members join your Evernote Business account automatically, you can invite them individually from the admin console.

Add users

  1. Select Add Users from the side 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.

    Your team members 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 to one or more team members, it's a good idea to share some additional information Evernote Business so they have a clear understanding of the process.

 

Check the status of an invitation

Manage users

 

If colleagues forget to click the Accept Invitation button in the email they've received, you'll need to resend the invitation. To check the status of invitations, go to the 'Manage Users' page in the admin console.

From this page, you can either remind people of existing invitations or revoke any outstanding invitations. By default, all newly joined users are assigned the role of 'user.' You as the company's account admin, however, are free to assign the role of 'admin' to any other user.

To ensure that your company always has someone who can manage your Evernote Business account, you should have a minimum of two admins. Additional admins could be managers, team leads, or IT, among others.

 

Keywords:

  • evernote business
  • deployment

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