A user with a preexisting RoboForm account (Free or Everywhere account) can be joined to a RoboForm for Business company account. The joining procedure (explained below) will send an invitation to the existing account owner to join the RoboForm for Business company account. The invitation must be accepted by the invited account owner before that account integrates with the RoboForm for Business company account.
Steps for the Company admin
1) From the Users panel of the RoboForm for Business admin console, click "Create user."
2) Click the "Join user" tab >> enter the email address tied to the user's RoboForm account. They will be invited to join the RoboForm for Business company.
Once the invitation is sent, the user will appear on the list of company users with the "invited" status.After the invited user follows steps described below, their status will be changed to "Active."
Steps for the invited user
1) The user will be sent an email informing them that they have been invited to join the RoboForm for Business company.
2) Upon logging into RoboForm, the user will receive a prompt to accept the invitation to the RoboForm for Business company.
When a preexisting account is joined to a company all of the joined account data will be transferred with it. Unless this data is manually shared through a group, the data will remain private to the user. For more information on groups click here.
Note: Users invited to a RoboForm for Business company can remove their accounts from the company via User Settings.
For more information about adding users to a RoboForm for Business company click here.