Set Up Your Organization

Organizations are how teams are structured in Transcribe Health. Every transcription session, document template, and billing plan is tied to an organization.

Steps

1. Navigate to your dashboard

After signing in, you'll land on your personal dashboard. You'll see your existing organizations and a card to create a new one.

2. Create a new organization

Click the New Organization card (with the + icon) to start the creation process. Enter your organization name - typically your clinic or practice name.

3. Choose your plan

Select a subscription plan that fits your team's needs. All plans include a free trial period so you can evaluate the platform before committing.

4. Invite team members

Once your organization is created, navigate to Settings > Members to invite colleagues by email. You can assign roles:

5. Configure organization settings

Under Settings, you can configure:

• Data retention policies - Set how long transcription data is stored
• SSO/SAML - Connect your identity provider for single sign-on
• Security settings - Enforce MFA requirements for all members

What's next?

With your organization set up, your team can start creating transcription sessions and using document templates.