Use this article to make changes to your team after it's been set up. All team management is done on the Web App. If you haven't created your team yet, start here:
⚠️ Only users with Admin permissions can make changes to the team. The person who created the team is the default admin. To add more admins, see Editing a Team Member's Role or Subscription below.
For all of the below actions, log in to the Web App, click your name in the top right, and select My Teams. Choose the team you want to make changes to.
Adding a Team Member
Adding a Team Member
Click Invite Team Members and enter the email addresses of the people you'd like to add.
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 new member and designate admins if needed. Click Finish to send the invitations.
Setting a user as an admin will allow them to manage your team members and billing.
Removing a Team Member
Removing a Team Member
Click the red icon next to the member you want to remove.
⚠️ Removing a DVM will decrease your subscription cost by 1 if their account is on your team subscription. They will still have access to their own account and notes after being removed.
Editing a Team Member's Role or Subscription
Editing a Team Member's Role or Subscription
Click Edit next to the team member you want to update. From here you can:
Update their role — change their clinic role (e.g. DVM, Technician).
Update their Subscription — upgrade or downgrade between Free and Pro.
Add an Admin — check the box next to any member to make them an admin. You can have multiple admins.
💡 Upgrading a DVM to Pro Plan will increase your subscription cost. Upgrading any other role does not.
⚠️ Subscription changes are prorated and reflected in your next billing cycle. Admins cannot be removed once assigned.
Click the checkmark to confirm your changes.
For more information on billing with Teams Mode, see this article here: