Get your team started

2. Setting global configurations

As admin, you can set default setting for your team: 

1. Session viewing -> admins, clinicians or both can see each other sessions
   Note: You won't be able to edit another user's primary note, but you can create downstream documents
2. Multi-Factor Authentication -> add an email, number or app
3. Consent pop up
4. Automatically delete data
   

Once set, these settings will be the default for all users and the individual team members won't be able to edit their settings.
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To set global configurations, go to Settings > Team > Team Settings

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3. Sharing templates across your team

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Once shared, the template should be appear in each user's Template Library:
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1. Press into the template

2. Change visibility from "Me" -> "Team"

Note: You can edit templates created by yourself, but can't share Heidi default templates (these are already shared).

Only admins can share templates. If team users needs to share a template, share the template with the admin for sharing.

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4. Managing team billing

To manage your team's billing go to Settings > Account > Manage my team's billing

Note: If this section is spaced out and you need to manage team billing, reach out to our Support team. s

5. Troubleshooting common issues for teams

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I've sent the invite but they're still not a part of the team?

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Make sure user has accepted invitation to successfully join. If they haven't accepted the team invite, their names will be in grey and you have the option to send invite.

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You can also see when their invitation expires and resend the invite

I can't send/resend an invite?

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Reach out to Support team

The cost of my plan has increased?

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All Pro and Together tier teams are per user subscriptions. Once an user is added and they've accepted the team invite, you will be automatically charged.