Getting started with Dropbox: team members

Welcome to Dropbox Business! This guide will walk you through eight simple steps to get the most out of your new account. Following these steps will help you stay organized, collaborate more easily, and keep your files safe.

1. Magically sync all your files

When you download the desktop application, Dropbox works like any other folder on your computer. Drag and drop (or right-click) files to move them into your Dropbox. They’ll automatically sync, and you’ll be able to access the latest versions from anywhere.

ballot box with check Download and install the Dropbox desktop app on your computer (laptop or desktop)

2. Access your files anytime, anywhere

Once your files are in Dropbox, you can access them anytime using our desktop and mobile apps, or by visiting dropbox.com. With the mobile app, you can access, edit, and approve important documents on the go. Dropbox Business customers have the added benefit of being able to switch between your work and personal accounts, while still keeping everything separate.

ballot box with check Sign in on all devices

light bulb Did you know?

You can restore deleted files and previous versions of your files for up to 120 days

3. Add everything you need for work

Drag and drop the work files you use most frequently into your Dropbox. We suggest organizing your files based on who needs access, like by department, project, or client. Note that any file you save to a team folder (a folder with a building icon) or shared folder (a folder with a people icon) can be seen by everyone with access to that folder. If you’re working on something private, save it in your team member folder (a purple folder with a person icon). 

ballot box with check Start adding files now

4. Share easily with others

  • Share files with my company: Add files to your team space, a central hub for content to keep all team members up to date with the latest versions of files.
  • Invite people to edit my files: Create a shared folder to review and edit files with others, such as clients or contractors.
  • Invite people to view my files: Skip the email attachments and generate a shared link, which will automatically update when the file is edited.
  • Collect files from people: Set up a file request, where users can upload a file straight to your Dropbox.

ballot box with check Learn more about sharing

light bulb Did you know?

You can see who’s viewing your files and when, so you can skip the follow-up email

5. Invite more team members

Whether you’re collaborating on a big project or just swapping a few files, Dropbox is built for teams. If your company is just getting started with Dropbox, suggest a few colleagues to join your team.

ballot box with check Add some team members

6. Save hard drive space with Smart Sync

Smart Sync is a Dropbox feature that lets you see and access every file and folder in your Dropbox, right from your desktop, while taking up practically no space on your hard drive. It’s the perfect way to reclaim gigabytes of space without changing your workflow.

ballot box with check Learn more about Smart Sync

light bulb Did you know?

You can preview and comment on almost any file type in Dropbox, without downloading extra software

7. Connect Dropbox to your favorite apps

Minimize interruptions in your workflow by connecting Dropbox with the apps you already know and love. Whether you’re using Google Apps, Microsoft Office, Adobe, Slack, or Salesforce, we’ve likely got an integration for you. Take a look at our list of partners, and try connecting at least one third-party app as you get started.

ballot box with check Connect third-party apps

8. Learn more about Dropbox

There’s a lot more to Dropbox than syncing files and folders. While this guide helps walk you through the most important steps for getting started, you and your team can learn even more with these resources.

ballot box with check Take the self-guided training

ballot box with check Learn more about Dropbox in the help center

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