Team setup is done on the Web App and only needs to be done once. The person who creates the team becomes the default admin, but you can add more admins or change this later.
If you are looking to add or remove users from your team, see this article:
If you need to manage your team's subscription, see this article:
Setting Up Your Team
Setting Up Your Team
Log in to the Web App and click Invite My Team.
Choose whether to set the team up yourself, or invite your Practice Manager to do it. If you invite your Practice Manager, they'll receive an email with setup instructions and you don't need to do anything else until they invite you to join.
Select I'll set one up, then enter your team name and clinic address. (If you're a Practice Manager who received an invitation email, this is where you'll start.)
Enter the email addresses of the people you'd like to invite.
If they already have a Scribenote account, they'll get an email to accept the invitation.
If they don't have an account, the email will guide them to create one first.
⚠️ Invite links expire after 7 days. You can resend or revoke them at any time from your team settings.
Set a role for each team member and designate admins. Admins can manage team members and billing. We recommend only assigning admin access where necessary.
💡 If your team is already on Scribenote Pro, you can also set each member's subscription from this screen.
Click Finish. You can track the status of pending invites from your team settings, and resend or revoke them at any time.
