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Change account to business

Hello,

Currently we have a Professional indivisual user account and need assistance to see what is the best options for the business. Greenhome mortgage has 4 loan officers , 1 processor 1 admin and 1 owner. We want to setup the dropbox so that each loan officer can only see their files and can share with the processor when ready.  Also, for the ownerto be ble to see all documents. Please let me know what is the best dropbox plan for the team and how we can get this setup. 

Thank you,

 

3 Replies

Re: Change account to business

Dropboxer
Dropboxer
Hi there, I’m assuming you want to purchase a Business plan, and add the members to the Dropbox Business team?
 
Having individual Dropbox Professional plans is okay, however the data would belong to each user, so if you want your company to outright own the data, then being the team admin and owning all the shared folders would give you that right.
 
On a Dropbox Business team, you can use team folders to allow the whole team to view them, my article here would help with advice in ‘restricting’ access to certain folders.
 
If you upgrade and instead are on the new team structure, then you can prevent users from accessing folders directly using these steps.
 
Hope this info helps!

Jay
Community Moderator @ Dropbox
https://dropbox.com/support


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Re: Change account to business

Level 2

Hello what is the cost of upgrading Please....dennis

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Re: Change account to business

Dropboxer
Dropboxer
Hi Dennis, you can see our available plans for personal and business subscriptions on this page.
 
Hope this helps!

Jay
Community Moderator @ Dropbox
https://dropbox.com/support


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Change account to business
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