Invite Team Members

Invite your colleagues to join your Transcribe Health organization so they can start using AI-powered documentation.

Prerequisites

• You must be an Owner or Admin of the organization

Steps

1. Open organization settings

Navigate to your organization and click Settings in the sidebar, then select the Members tab.

2. Click Invite Member

On the Members tab, click the Invite Member button to open the invitation form.

3. Enter the email and assign a role

Type the email address of the person you want to invite and select their role.

4. Assign a role

Select a role for the new member:

Role	What they can do
Admin	Manage members, change settings, access all clinical features
Member	Create sessions, use templates, manage their own documents

Only organization owners can assign the Admin role.

5. Send the invitation

Click Send Invite. The invitee will receive an email with instructions to join. If they already have a Transcribe Health account, they'll see the organization in their dashboard. If not, they'll be prompted to create an account first.

Managing existing members

From the Members page, you can:

• Change roles - Click the role dropdown next to a member's name
• Remove members - Click the remove button to revoke their access

Pending invitations

Invitations that haven't been accepted yet appear in the pending section. You can resend or cancel pending invitations.