Add users to your Evernote Enterprise account

To invite new users to join your Evernote Enterprise 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 Send invites when you're ready to send the invitations.

Each person will receive an email invitation with instructions on how to join the Evernote Enterprise 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 Enterprise 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 Enterprise account, please have them follow these steps:

Remove users from your Evernote Enterprise account

When you remove someone from your Evernote Enterprise 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 "..." menu and choose Change owner to make the update.

To remove a user from your Evernote Enterprise 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 "..." menu.

Note: Removing users from the Evernote Enterprise account will not affect your upcoming invoice for the number of seats you are paying for. If you wish to reduce the seat count, remove seats from your Enterprise account.

Add seats to your Enterprise account

To increase the number of seats in your account:

  1. Sign in to the Admin Console.
  2. On the Team summary page, click Manage seats under the Seats remaining bubble.
  3. Increase the number of seats by clicking the '+' button to the right of the seat count until you reach the desired number for the account, then click Continue.

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 Enterprise 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 Team summary page, click Manage seats under the Seats remaining bubble.
  4. Reduce the number of seats by clicking the '-' button to the right of the seat count until you reach the desired number to remain on the account, then click Continue.

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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  • add seats
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