Onboard team

We’ve already covered how to set up groups, team folders, and security permissions. To ensure your team transitions smoothly to Dropbox Business, you should next develop a plan for inviting your coworkers and migrating company data. This process of planning and provisioning users can take several weeks depending on the complexity of your organization. In this stage, you should brainstorm your preferred deployment method and approach (small pilot, phased roll out, or inviting everyone at once), the technical aptitude of your team, and potential integrations.

Before onboarding your full team, pilot Dropbox to a few users to verify your settings. For example, consider testing your account configuration, communications, and training plan with the IT team or a group of champion users at your company. After you invite a few users to the team, give them several days to validate test cases and confirm that requirements meet expectations in the onboarding process.

Educating and supporting users throughout their transition to Dropbox is critical to the success of your deployment. By proactively providing training on Dropbox, you can reduce IT overhead and promote engagement in your new team space. Dropbox offers free, flexible training experiences for different learning needs and styles.

We recommend that you invite your team to complete the Dropbox onboarding guide designed for team members. This guide helps new business users add and share files, find troubleshooting resources, and more.

In our self-guided learning library, your team can pick and choose topics, as well as explore Dropbox features at their own pace and with their own work in mind. As an admin, you can create the optimal learning journey for your team by assigning specific topics in the training.

Your team could also join a free Dropbox learning live session. These walk new users through core Dropbox functions with the interactivity of a virtual classroom.

Once pilot users have tested your configuration and training, it’s time to onboard your entire team to Dropbox Business. The method you use to invite users depends on your current environment, the size of your team, and how IT provisioning is currently managed at your company. You can choose to invite members through the admin console or an integration.

You can streamline your Dropbox deployment by communicating expectations to your team along the way. To easily invite members to your team, we’ve created a few email templates with the most important points.

Browse our list of recommendations and take a look at templated messages for suggested communications to your IT team, executives, pilot users, and end users.