- What is Groups feature
- How to create a Group account
- How to set up the Admin/Owner
- How to invite team members
- How to toggle between individual and the Group account
TIP: For a step-by step guide with screenshots and short videos, please visit the Groups guide.
#1 Question: I cannot log in to the Group account, and the password reset doesn’t work. What should I do?
Answer: You do not log in to your Group account directly. There is no password assigned to a Group account. You will need to log into your individual account first and toggle over to the Group account.
#2 Question: I don’t see the Premium features on my individual account account.
Answer: Individual accounts invited to the Group account do not get access to paid features on their individual accounts unless the individual accounts have been upgraded to a paid subscription. If the individual member would like to access paid features also on their individual accounts, they will have to upgrade.
If you need to access your Group account that has the paid features you will need to toggle over to the Group account.
#3 Question: If I want to join my company Group account do I need to upgrade to Premium?
Answer: No, invited members do not need to have a paid account. They can create their individual accounts on a free Basic plan.
#4 Question: If I publish something on my individual account will it show up in my Group account?
Answer: Documents published on individual (Admin/Owner or team member) accounts will not show up on the Group account. The user must toggle to the Group account and publish directly through that account in order for it to be shown to everyone in the Group.
#5 Question: I used the wrong email address for the Group account. Also we need to change the owner/admin of the account to someone else. How can we do that?
Answer: Customers cannot directly change their Group email account from their profile account or change the ownership. Please contact email@example.com and we will be able to assist.