Qbox Account Owners can invite other employees, who are on the same private email domain, as Team Members. A private email domain is usually one that contains your organization’s name, such as username@abcorganization.com or “@coraltreetech.com”, as found in our CoralTree support email (support@coraltreetech.com). A private email domain is not Gmail, Yahoo!, AOL, Outlook, etc.
Team Members have automatic access to all the folders and files created under the Team Owner or Team Admin account. There is no need to invite them to share individual folders, such as a Shared User. Please note that by default, folders that have been shared with the Team Owner or Team Admin account from a user outside of the team will not be accessible by the Team Members, unless the team is also an MU (Multi-user) group. In addition, if a folder is shared to any member of the Team by a user outside of the Team, it will not be shared with the entire Team at once and each Team Member who needs access will need to be individually invited as a Shared User to the folder.
Team Members can be given one of three roles. A Team Admin can perform additional administrative tasks as shown below.
Team Member Permissions:
Read Only: Choose the Read Only option if you want the user to only view the shared files and not make any changes. Any changes they make to the shared files will not be synced.
Admin: Admin permission for a Team Member allows them to make changes to the shared files, as well as:
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- Create Sync folders and subfolders
- Delete files and folders
- Restore deleted files and folders
- Manually release file locks
- Add and remove Shared Users
- Manage Team Members
- Roll back files
- Pay bills for the Team Owner’s account
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The changes they make to the shared files can be synced.
Regular (default): The user will be invited to simply view and make changes to the shared files by default. The changes they make to the shared files can be synced.
How to Invite Team Members:
- Log into your account at the Qbox website (www.coraltreetech.com/qbox) as the Account Owner of the folder or as a Team Member with Admin rights.
- Click the ‘People’ tab at the top of the Qbox page to display your list of team members.
- On the right, select ‘+ Add’ to add a team member.
- Enter the email address of the Team Member(s) to be invited in the text box(es) provided on the popup screen. Please note that a Team Member invitation can only be sent to an individual with the same private email domain.
- Select a role for the Team Member.
- Click ‘Send Invitation’.
If the invited Team Member has already created an account and installed Qbox, the folder will immediately be created in their Qbox Client/Explorer.
New users will receive an email invitation that will include a link to sign up for a Qbox account. The new user can click the link and follow the steps to set up their account. Alternatively, the new user can sign up for an account at the Qbox website (www.coraltreetech.com/qbox) without waiting for the email invitation. After signing up and setting up their Qbox account on the website, new users should install the Qbox Client/Explorer on their computer and sign in to it to access the folder that was shared with them. We recommend sending the new user our Shared User Setup document for detailed instructions to help them get started on Qbox.
How to Remove Team Members:
- Log into your account at the Qbox website (www.coraltreetech.com/qbox) as the Account Owner of the folder or as a Team Member with Admin rights.
- Click the ‘People’ tab at the top of the Qbox page to display your list of team members.
- Click the 3-dot action menu for the Team Members name and choose the ‘Delete’ option.
