How to invite members to your Dropbox Business team
Sections in this article:
Send a pre-invite email
We recommend that all admins send a pre-invite announcement 1-2 weeks before your Dropbox Business rollout.
Subject line: Coming soon: A central place to access and share files
[INSERT COMPANY NAME] will start using Dropbox Business to keep our team organized, collaborate more easily, and keep our company data safe. You can expect an email invitation from Dropbox on [INSERT DATE].
With Dropbox, you’ll be able to:
- Store and access all your work files in one place
- Easily and securely collaborate on files with anyone
- Access your files remotely without VPN
What do you need to do?
- Look out for the email from Dropbox and accept the invitation.
- To preview the signup process and make sure your existing data goes to the right place, check out these onboarding instructions.
- If you already have a Dropbox account under your [INSERT COMPANY NAME] email address, upgrade to a Business account to access the additional features and space—and you’ll be able to keep your work and personal files separate.
- Learn how to use Dropbox by taking our self-guided training.
Questions? Contact ADMIN@COMPANYNAME.COM.
Invite team members through the admin console
Send this email the day (or the day before) you invite your team through the Dropbox Business admin console.
Subject line: You’re invited! Join the [COMPANY] Dropbox team
We’ve selected Dropbox Business to store, access, and share [INSERT COMPANY NAME] files. You will receive an email invitation to join the team [TODAY/TOMORROW]. To take advantage of the advanced collaboration features and remote access, please select “Join your team” from the invitation and follow the sign-up prompts.
What if I'm already using Dropbox for my work?
You won't have to use space in your personal account anymore! By providing a Dropbox Business account we are making it easier for you to share large files and collaborate within your team or with external recipients. When you join the team, you can choose where the files in your existing account go. Just select “Keep my files in my [INSERT COMPANY NAME] Dropbox” and you won’t have to re-upload or re-share anything!
What if I already paid for a personal Dropbox account?
No problem! Dropbox will automatically refund the remaining balance of your account once you join the [INSERT COMPANY NAME] Dropbox Business account. For more details about transferring an existing account, visit our Help Center.
What if I have my personal files in my Dropbox account?
If you signed up for a personal account with your work email address, you can move your files into a personal Dropbox account with a personal email address when you join the team. When asked where your files should go, select “Move my files to a new personal Dropbox.”
If you signed up for a Dropbox account with your personal email, your [INSERT COMPANY NAME] account will not impact your personal account. Your personal files will still be private to you. If you link your accounts, you’ll be able to access personal and work files from anywhere, while still keeping them separate.
For additional guidance on joining the team, find onboarding instructions here.
To learn more about using your new Dropbox Business account, taking our self-guided training.
Best regards,
[ADMIN NAME]
Send a reminder email for admin console invitations
If a week passes and some team members still haven't accepted the invite, send a friendly reminder with this template.
Subject line: Reminder! Join the [COMPANY] Dropbox today
[INSERT COMPANY NAME] has implemented Dropbox Business to keep our team organized and our company data safe. You should have received an email inviting you to join the business account, but it looks like you haven’t signed up yet. It’s simple and should only take a few moments to join.
Please accept the Dropbox Business invitation by [INSERT DATE] so you can start collaborating with your colleagues and accessing your files remotely. If you need additional guidance on joining the team, you can find instructions here. If you can’t find the invitation or are experiencing any difficulty, please reply here or contact [INSERT EMAIL] for assistance.
Why should I join the Dropbox Business Team?
- Access your files from any device, anywhere
- Recover deleted files and previous versions
- Share large files without worrying about attachment limits
- Preview and comment on 150+ file types, without downloading more software
- Get additional storage space
To learn more about using your new Dropbox Business account, take our self-guided training.
Thanks,
[ADMIN NAME]
Invite team members through SSO
If you integrated Dropbox with an SSO provider, use this template to invite new members to join your team.
Subject line: You’re invited! Join the [COMPANY] Dropbox team
We’ve selected Dropbox Business to store, access, and share [INSERT COMPANY NAME] files. To take advantage of the advanced collaboration features and remote access, please click here and sign up with your work email to authenticate through single sign-on.
What if I'm already using Dropbox for my work?
You won't have to use space in your personal account anymore! By providing a Dropbox Business account we are making it easier for you to share large files and collaborate within your team or with external recipients. When you join the team, you can choose where the files in your existing account go. Just select “Keep my files in my [INSERT COMPANY NAME] Dropbox” and you won’t have to re-upload or re-share anything!
What if I already paid for a personal Dropbox account?
No problem! Dropbox will automatically refund the remaining balance of your Pro / Plus account once you join the [INSERT COMPANY NAME] Dropbox Business account. For more details about transferring an existing account, visit our Help Center.
What if I have my personal files in my Dropbox account?
If you signed up for a personal account with your work email address, you can move your files into a personal Dropbox account with a personal email address when you join the team. When asked where your files should go, select “Move my files to a new personal Dropbox.”
If you signed up for a Dropbox account with your personal email, your [INSERT COMPANY NAME] account will not impact your personal account. Your personal files will still be private to you. If you link your accounts, you’ll be able to access personal and work files from anywhere, while still keeping them separate.
To learn more about using your new Dropbox Business account, take our self-guided training.
Best regards,
[ADMIN NAME]
Send a reminder for SSO invitations
If a week passes and some team members still haven't accepted the SSO invite, send a friendly reminder with this template.
Subject line: Reminder! Join the [COMPANY] Dropbox today
[INSERT COMPANY NAME] has implemented Dropbox Business to keep our team organized and our company data safe. You should have received an email inviting you to join the business account, but it looks like you haven’t signed up yet. It’s simple and should only take a few moments, so please make time by [INSERT DATE].
To start collaborating with the rest of your colleagues, please visit https://www.dropbox.com/sso and sign up with your work email. If you need additional guidance on signing in, you can find instructions here. If you are having trouble joining, please reply here or contact [INSERT EMAIL] for assistance.
Why should I join the Dropbox Business Team?
- Access your files from any device, anywhere
- Recover deleted files and previous versions
- Share large files without worrying about attachment limits
- Preview and comment on 150+ file types, without downloading more software
- Get additional storage space
To learn more about using your new Dropbox Business account, take our self-guided training.
Thanks,
[ADMIN NAME]
Invite your team members to Dropbox training
Whether your team members are new to Dropbox or seasoned pros, our Business product presents new features and complexities. Thankfully, we offer multiple guides and trainings to help your team onboard, saving you time and ensuring you get the most from the product. Invite your team members to training with this template.
Subject line: Get trained on Dropbox
[INSERT COMPANY NAME] recently started using Dropbox Business. You should have already gotten an email invitation from Dropbox and joined our team.
Dropbox offers several great training resources to help you onboard with the product. If you're brand new to Dropbox, the trainings will teach you the basics. If you've used Dropbox before, the trainings will show you the specifics of Dropbox Business, as well as some new, advanced features.
There are three different training options:
- Virtual, instructor-led training
- Video-based, self-guided learning library
- Quick start guides, with instructions and gifs
What do you need to do?
- Enroll in a training session, and attend at the scheduled time
- As time allows, check out one of the other resources as well
- Get to know the Dropbox help center so you can answer simple product questions and troubleshoot problems as they come up
- Share these trainings with other members of your team
Questions? Contact ADMIN@COMPANYNAME.COM.
New to Dropbox?
Whether you're new to Dropbox or just need a refresher, get the most from your Dropbox account by taking advantage of our self-guided learning or virtual instructor-led training classes.
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