Managing Your Team | Scribenote Help Center

Note: Only users with Admin permissions will be able to make changes to their team. Find how to set Admins here:

Creating Your Team

Adding a User

Step 1: Log in to your account on the Web App, click "My Teams"

Click My Teams from the dropdown under your name, and select the team you would like to make changes to.

Step 2: Click "Invite Team Members" and invite people to your team.

Enter the emails of the people you’d like to invite to your team.

If they already have an account, they’ll receive an email prompting them to accept the invitation.
If they don’t have an account, the email will guide them to create one before accepting the invitation.

Note: The link to accept the team invite will expire in 7 days. This link can be resent later.

Step 3: Step 5: Designate the Roles of each Team Member and Set Admins.

Set a role that reflects the team member's role in your clinic. Setting a user as an admin will allow them to manage your team members and billing. We recommend only setting additional members as admins if necessary.

Step 5: Finish adding users to your team.

After clicking Finish, you’ll be able to track the status of the users you invited as they create accounts and accept the invitation to join your team.

Removing a User

Step 1: Log in to your account on the Web App, click "My Teams"

Click My Teams from the dropdown under your name, and select the team you would like to make changes to.

Step 2: Deactivate the User if Needed

Deactivating a user will Immediately lock them out of their Scribenote account. Their notes will remain accessible to you, but they will no longer have access. To reactivate an account, please contact the support team.

Step 3: Remove the User from the Team

Select the red icon next to the user you want to remove from the team.

Note: If their account is part of your subscription, removing them will decrease your subscription count by 1. They will still have access to their account and notes after being removed.

Editing a User Account or Role

Step 1: Log in to your account on the Web App, click "My Teams"

Click My Teams from the dropdown under your name, and select the team you would like to make changes to.

Step 2: Click Edit next to the user

Click Edit next to the user whose Role or Account Plan you want to update.

Update Role: Select a new role for the user if needed.
Update Account Plan: Change the user’s account plan from Free Trial to Unlimited (or downgrade back to Free Trial).
- Upgrading a user with the DVM role to Unlimited will increase your subscription count by 1.
- Upgrading any other role will not affect your subscription count.
Change or add an Admin: Check the box next to the user you want to assign as an Admin. You can add multiple admins but cannot remove them once assigned.

Note: Changes to the Account Plan will be reflected in your next billing cycle and are prorated for the remaining time before the next renewal date.