Agency Manager — Shared Drive Tab

Assign a Google Shared Drive folder to a client so team exports route through the agency's shared storage instead of personal Drives.

What is it?

The Shared Drive tab in the Edit Client modal. When Shared Drive mode is enabled in My Settings (owner only), this tab lets the owner pick a specific Shared Drive folder for each client. All team members working on this client will export their drafts into that folder — their personal My Drive is bypassed for this client's work.

When should I use it?

Your agency uses Google Workspace with Shared Drives for organizational work.
You want team members' exports to land in a central, audit-friendly location.
Clients need to share access to the Drive folder — Shared Drives simplify permissions.

How to use it

First, enable Shared Drive mode in My Settings (owner only).
Open Edit Client modal. Switch to the Shared Drive tab.
Click Assign Drive Folder. A Google Drive picker opens.
Navigate to the intended Shared Drive folder. Select it.
Save. The folder is now the client's canonical export destination.
Team members working on this client will see their exports land here.

Tips and best practices

Use one Shared Drive per major client or client cohort — easier to manage permissions.
Name the folder clearly: {Client Name} - {Year} or similar.
Invite the client to the Shared Drive folder once for ongoing collaboration — saves repeated share dialogs.

Gotchas and limits

Shared Drive mode is an agency-wide setting. You can't mix Shared Drive and personal Drive on the same owner account.
The picker only shows Shared Drives the owner can access. If the expected Shared Drive doesn't show, check the owner's membership.
If a team member hasn't connected their own Drive, they'll see a "Connect Drive" prompt before they can export — even in Shared Drive mode.
Revoking the folder assignment doesn't delete the Drive content — just stops new exports.