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VLock's avatar
VLock
Explorer | Level 4
8 months ago
Solved

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 ...
  • Rich's avatar
    8 months ago
    VLock wrote:

    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.

    VLock wrote:

    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.

    VLock wrote:

    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.

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