👥 How to Create and Use Groups in Scribeberry
Groups are designed to onboard and manage entire clinics/organizations within the app, with a central administrator.
What Are Groups?
Groups allow clinics, practices, or teams to collaborate under one administrative account.
Admins can:
- Manage team licenses
- Share templates and forms that are private to the group
- Add users, even if they don’t have a Scribeberry account yet
Where to Find Groups
Go to: Settings → Groups
Creating a Group
- Navigate to Settings > Groups
- Click “Create Group”
- Name your group (e.g., “Downtown Pediatrics”)
- Invite team members using their email addresses
Adding Users to a Group
- You can add users even if they don’t have a Scribeberry account yet.
- They’ll receive an email invitation prompting them to create an account.
- Once registered, they’ll be automatically added to the group.
- If users have existing accounts, they will receive a group invitation via email
License & Billing Management
- The Group Admin controls all licenses and access.
- Billing is adjusted automatically based on how many users are active.
- Volume discounts are applied as more users join the group.
Private Template & Form Sharing
- Templates and forms created by the Admin can be shared exclusively within the group.
- This helps standardize documentation across your clinic or department.
Admin Controls
Group Admins can:
- View member status (active/invited)
- Reassign or revoke licenses
- Share or restrict internal resources (templates, macros, forms)
Already using Scribeberry?
If your clinic is using Scribeberry but not yet in a group, contact us via “Need Help” in the app or email us at hello@scribeberry.com.