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I'm asked to join a Team, when a client sends me an invitation to join his folder.
I am a tax preparer in Canada and am having an issue with sharing files with one of my clients. In the past I have created a folder and shared with my client an invitation to put information into a folder which I hold on my dropbox account. After their tax return is complete I put their confidential tax return and signature documents back onto the dropbox that only they and I have access.
My newest client already had a dropbox account and he sent me an invite to view his information on his dropbox. When I click through to view the file, Dropbox tells me I have to join his company account. If I say yes to join, Dropbox tells me I have to change the username and password on my other already established dropbox account before I can access his. So I say no, since I have another staff member who also has access to various files.
My question is - how can I get my new client's information without making a bunch of changes to my own access? Am I missing something?
When I click through to view the file, Dropbox tells me I have to join his company account.
You weren't invited to a typical shared folder. You were sent an invitation to join their Business team account.
If I say yes to join, Dropbox tells me I have to change the username and password on my other already established dropbox account before I can access his.
If you join with your existing account, you're effectively transferring ownership of your account to the admin of the team that you're joining. You don't want to do this in your case.
how can I get my new client's information without making a bunch of changes to my own access?
Ask your client to send you an invitation to a shared folder, just like you've always done in the past. They still have that ability, even though they have a team account.
The other option is to just create the shared folder yourself and invite your client to it as you normally would.
6 Replies
- Rich
Super User II
When I click through to view the file, Dropbox tells me I have to join his company account.
You weren't invited to a typical shared folder. You were sent an invitation to join their Business team account.
If I say yes to join, Dropbox tells me I have to change the username and password on my other already established dropbox account before I can access his.
If you join with your existing account, you're effectively transferring ownership of your account to the admin of the team that you're joining. You don't want to do this in your case.
how can I get my new client's information without making a bunch of changes to my own access?
Ask your client to send you an invitation to a shared folder, just like you've always done in the past. They still have that ability, even though they have a team account.
The other option is to just create the shared folder yourself and invite your client to it as you normally would.
- T_theresa_A
Community Manager
Hi there VLock and welcome to the Dropbox Community! 🎉 I’m glad to see that our amazing Super User Rich has given you some great advice on sharing and how you may have been sent an invitation to join a business account.
I’m Theresa, a Community Manager here at Dropbox HQ, and I just wanted to check in. Have you gotten this sorted out with the person sending you the files? I hope everything’s sorted, but if not, feel free to reply to my message.
If you ever need more tips on how to make the most of Dropbox, tailored to your needs, don’t hesitate to reach out... I’m happy to help! 🤗
T 😺 (Dropbox Community Manager)
Hi T_theresa_A
Yes @Rich answered my question, and sent me just a folder rather than an invite. I have a new question now. I keep getting a reminder that my client has asked me to join his team. How do I decline his invitation and stop getting these reminders?
Thank you
