In order to streamline user management, a new admin dashboard is being introduced! This will enable administrators of partner veterinary organizations to directly manage their teams on Scribenote. This includes the ability to add, remove and disable user accounts, eliminating the need to reach out to our Customer Delight Team for each individual user adjustment.
Disclaimer: Currently, this organizational dashboard is only accessible to corporate management. However, our team is actively developing a self-administration portal for clinics. Please stay tuned for our announcement in the near future.
What is in the Dashboard?
Organization administrators can now see the current state of all their clinics, and have control over adding, creating, removing and disabling users. We will go more in depth with this later, but for now, here is a quick example of what you can expect to see as the layout of the dashboard.
Adding Users to a Team
When you wish to add a user to a team in your organization, you may only invite users which have the same email domain as your organization. In this example, trying to add a user that does not have @starwars.com in their domain, will result in an error.
There are two cases that can happen when you add a user to an org-team.
1. The user already has an account
Assuming that the user's email matches the domain of the org, this will simply add them to the team of your choosing. Users can be added to multiple teams as per the discretion of the administrator.
Once the emails are entered, they will be validated against our servers and you will be prompted to confirm your selection. Here you will have the opportunity to set or change the role of the existing user.
2. The user does not have an account
In this case, you will need to create an account for the new user. Upon entering their information, they will receive an email containing their login credentials. The user will then be able to access their account as a member of the respective team.
You may only add users with email addresses that match your organization's domain name.
Removing a User From a Team
Upon removal, the user will no longer be a member of the given team. It is important to note, that their account is still fully active, and they will still be able to log in and create notes as part of any other teams (within the org) that they may be a member of.
Deactivating a User
If necessary, you have the ability to promptly disable a user's account. This action will immediately revoke their access, ensuring they are unable to log in or use their account.
What Our Customer Delight Team Can Support You With
Our Customer Delight Team will be able to aide you with the following steps to help you onboard your organization.
Org Creation - We will create the team from the provided details internally.
Team Creation - Currently, we do not allow for an org admin to create and add teams themselves.
User Enabling - In the situation where a user is accidentally deactivated, the Customer Delight Team will be able to enable their accounts upon request
Adding/Removing Org Admins - We only allow admins to perform actions on team users. If you wish to add or remove admins, please contact Customer Delight with your request.