Your guide to being a Dropbox admin | Dropbox learn - EU-Vietnam Business Network (EVBN)

Your guide to being a Dropbox admin

Dropbox business is a home for all your team’s work. With an intuitive admin console, team space, and advanced security features, Dropbox gives you the tools you need to get your team up and running.

This guide introduces you to the features, permissions, and security controls you’ll manage as a new admin. To learn more about Dropbox foundations (like how to sync and share), take a look at the team member guide.

Let’s get started with how to set up your team.

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How to access the admin console

The admin console is your central hub for visibility and control. You can access it in just two simple steps:

Sign in to dropbox.com using your admin credentials.
Click Admin console in the left sidebar.

Depending on your admin role, you’ll see different tabs that help you oversee members, review your team’s workflow, and invite team members to create accounts.

How to set up sharing settings for your Dropbox for business teams

Admins set up and manage automatic sharing with team folders. You can also customize team-wide rules for all shared folders created by your team.

Sign in to dropbox.com with your admin credentials.
Click Admin console in the left sidebar.
Click Settings.
Click Sharing.

Note: Changes to these settings do not apply retroactively.

How to keep members from sharing content outside the team

Depending on how your team needs to use Dropbox for business, you may want to restrict what can be shared externally.

Go to the Settings tab and scroll down to Content.
Select Sharing.
Next to Sharing links externally, select Off.
- This ensures team members can only share files and folders with other members of your team.

You can learn more about setting team-wide sharing permissions in our admin training course.

How to set up Dropbox Paper for your team

Dropbox Paper is a great way for your team to write up thoughts, collaborate, and share ideas.

Learn more about using Dropbox Paper

How to invite team members to Dropbox for business

Unless you’ve given invite permission to members, only certain types of admins can invite members to your teams account. Each invited member uses one of your plan’s licenses.

You can invite members through the admin console or the Dropbox Active Directory Connector. We recommend you use the admin console to invite members.

Inviting team members through the admin console

Sign in to dropbox.com with your admin credentials.
Click Admin console in the left sidebar.
Click Members in the left sidebar.
Click Invite members.
Enter the email addresses of people you want to invite.
Click Send invites.
- Note: You can also import a CSV file if you’d like to invite members to your team in bulk.

If a team member already has a Dropbox account that they use for work, they can convert an existing personal account to a Dropbox for business account. Alternatively, they can create a new account altogether.

Inviting team members through an integration

If you already have SSO or are planning to implement one, we recommend inviting team members using active directory connector.

How to add another admin to your Dropbox business account

We recommend that all teams have at least two admins who can help with specific tasks like managing account security or onboarding new members.

To add new admins through the Admin console:

Sign in to dropbox.com with your admin credentials.
Click Admin console in the left sidebar.
Click Members in the left sidebar.
Find the member you want to make an admin.
Select the gear to the right of their name.
Select Add admin role.

You can change these permissions at any time. There are eight pre-built admin roles, each with a different set of permissions.

Team admins can access all permissions.
User management admins can add, remove, and manage team member accounts.
Support admins can help team members with limited tasks, including resetting passwords.
Billing admins can make payments and renew contracts.
Content admins can set content permissions and manage content.
Compliance admins* can manage retention policies and legal holds. *This admin role is only available to teams that have purchased the Data Governance Add-On.
Reporting admins

can create reports on team activity and member data.
Security admins

can manage security alerts, external sharing, and security risks.

To learn more about what each admin can do, explore our admin training course.

How to sign in as one of your Dropbox for business team members

By using the “sign in as user” feature, you can sign in to the account of anyone on your team.

How certain types of admins can “sign in as user”

Sign in to dropbox.com with your admin credentials.
Click Admin console.
Open the Members page.
Click the gear icon beside the name of the team member you would like to sign in as.
Click Sign in as user.
Click Sign in to confirm that you would like to sign in as the selected user.

You’ll be taken to the account of the user you selected, where you can act on this user’s behalf.

This access allows you to do any of the following:

View a team member’s folder structure.
Share files and folders with others.
View, open, and download files.
Delete files or restore deleted files.

When you’re done, be sure to click Sign out on the red banner at the top of the page. This will help you avoid accidentally making changes to the wrong account later.

Note: This feature is only available to Dropbox for business teams on an Advanced or Enterprise plan.

Learn more about the “sign in as user” feature

How to suspend or delete a team member from Dropbox for business

Whether you’re suspending or removing someone on your team, you can do it all from the admin console.

How to suspend a Dropbox for business team member

Sign in to dropbox.com with your admin credentials.
Click Admin console in the left sidebar.
Select the Members tab.
Find the member you want to suspend.
Select the gear icon.
From the menu, select Suspend member.

If you want to unsuspend a suspended member

Sign in to dropbox.com with your admin credentials.
Click Admin console in the left sidebar.
Select the Members tab.
Find the member you want to unsuspend.
Select the gear icon.
From the menu, select Unsuspend member.

How to delete a Dropbox for business team member

Sign in to dropbox.com with your admin credentials.
Click Admin console in the left sidebar.
Select the Members tab.
Find the member you want to delete.
Select the gear icon.
From the menu, select Delete.

The deleted member will immediately lose access to their Dropbox for business account and everything in it. Admins can reuse the license of the deleted member and invite another person to the team.

How to transfer Dropbox for business accounts to new team members

If someone’s stepping into a former employee’s role, you may want to easily and quickly get that new employee everything they need. Account transfer lets you do one of two things:

Transfer everything from the old account to a new member (including files, folders, and sharing relationships).
Transfer the content to your admin account and pick and choose what goes to the new employee.

Discover how to transfer a deleted member’s files

How to train your team to use Dropbox

Educating and supporting members throughout their transition to Dropbox is critical to the success of your deployment.

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

Further training

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.

Virtual classes

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

How to use app integrations with Dropbox

Admins can manage app integrations from the admin console and team members can connect and manage third-party apps in their account settings unless admins block the ability to connect.

Team members can also use the Dropbox App Center to discover and connect apps.

Get started with the Dropbox App Center

Sign in to dropbox.com
Click the grid icon in the top-left corner and select App Center.
Browse or search for an app you’d like to connect or learn about.

Present with Zoom

With Dropbox and Zoom, your team members can have real-time conversations around shared content. The Zoom integration allows your team to present files in Zoom, and create and join Zoom meetings, directly from Dropbox.

Sign in to dropbox.com.
Click All files in the left sidebar.
Hover over the file you’d like to present and click the check box that appears on the left.
Click the arrow next to Share in the upper-right.
Click Zoom.
Click Enter Zoom Meeting ID and enter your meeting ID.
Click Present.

Learn more about using Zoom with Dropbox

Share with Slack

Dropbox and Slack bring your content and conversations together seamlessly. The Slack integration allows your team to share files and message people in Slack directly from Dropbox. They can see who shared their file in Slack, when they shared it, and what channels they shared it in.

Sign in to dropbox.com.
Click All files in the left sidebar.
Hover over the name of the file and click the check box that appears on the left.
Click the arrow next to Share in the upper-right.
Click Slack.
- You have the option to add a message.
Click Send next to the channel or person you’d like to share it with.

Learn more about using Slack with Dropbox

Connect your calendar

When team members connect their Google or Outlook calendar to their Dropbox account they can easily find what they need, when they need it. The calendar integration allows your team to view upcoming meetings, join meetings, and attach files to meetings right from their desktop.

To connect to your calendar in the App Center:

Sign in to dropbox.com.
Click the grid icon in the top-right corner and select App Center.
Click Google Calendar or Outlook Calendar and Contacts.

Note: If you don’t see Google Calendar or Outlook Calendar and Contacts, use the App Center search bar.
Click Connect, and follow the prompts.

Find out how to attach files and join meetings from Dropbox

Set up your team for success with Dropbox business

Keeping your team in sync is just as important as ensuring all their files and folders are in sync. Learn how to control your team’s access to Dropbox, set team-wide permissions, and much more.

Continue learning

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