Add users to your Evernote Teams account

To invite new users to join your Evernote Teams account, follow these steps:

  1. Sign in to the Admin Console.
  2. Click Add Users from the navigation menu.
  3. Enter the team email address of each person you'd like to invite.
  4. 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.

If your users already have an Evernote individual account and selected to use the email address associated with that account to join the new Evernote Teams account, they will be prompted to sign in and choose a different individual email address for their existing account so they can use the desired email address for the new account. The individual email can not be already in use on another Evernote account. 

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.

Users not receiving the invitation

If any of the users you added isn't receiving an invitation to join the Teams account, please have them follow these steps:

  • Check their spam folder
  • Add no-reply@account.evernote.com to their safe sender list 
  • Revoke and resend the invitation.

Remove users from your Evernote Teams account

When you remove someone from your Evernote Teams account, they will lose access to all team data (including data that they created), and the notebooks will be stored in the Admin Console. If you are using one of their individual notebooks for collaborative purposes and you have access to this notebook, move the notes out of their notebooks and into a team notebook before revoking their access.

If you'd like to reassign any of their team notebooks, you can do so via the following steps:

  1. Sign into the Admin Console.
  2. Click on Notebooks on the left hand side menu.
  3. Select a notebook you'd like to reassign, click the Actions drop down and choose Change contact to make the update.

To remove a user from your Evernote Teams account, deactivate their account using these steps:

  1. Sign into the Admin Console.
  2. Click on Manage Users on the left hand side menu.
  3. Select the user you'd like to remove and then choose Deactivate user from the Actions drop down.

Add seats to your Teams account

To increase the number of seats in your account:

  1. Sign in to the Admin Console.
  2. On the Summary page, click Add Seats under the Seats Remaining bubble.
  3. Increase the number of seats by clicking the '+' button to the right of the green box until you reach the desired number of seats for the account.

After increasing the seat count, you'll be able to see the additional invitations on the Add users page in the admin console. Our billing team will generate an invoice for the additional seats and send it to the billing email listed on your account.

Remove seats from your Teams account

To reduce the number of seats in your account:

  1. Sign in to the Admin Console.
  2. Make sure you have enough seats for the remaining active users, or deactivate more users to free up seats. To do so, follow the steps in the paragraph above.
  3. On the Summary page, click Add Seats under the Seats Remaining bubble.
  4. Reduce the number of seats by clicking the '-' button to the left of the green box until you reach the desired number of seats to remain on the account.

You can reduce your seat count starting from 30 days before your next renewal. You'll be billed for your newly updated seat count starting from your upcoming renewal date. 

 

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Keywords:

  • seat count
  • change seat count
  • add seats
  • remove seats
  • add users
  • manage users

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