Business account guide

The 3 Parts of your Business Plan Account

So now that you have created a Business account, you will have 3 different sections :

1. My Dashboard
2. My Organisation
3. Workspaces

Let's take a look at each of these sections.

1. My Dashboard

My Dashboard is your own personal space on Happy Scribe. Here you can :

• Upload files for your eyes only.

• Nobody else in your Organisation can access the files you upload to 'My Dashboard'

• You cannot invite members to join your dashboard. You must invite them to join a Workspace (see below).

2. My Organisation

My Organisation is where all the information about your organisation's activity is stored, including :

• An analytics dashboard

• User activity overview

• Premium Support

• Advanced settings

3. Workspace

With Workspaces you can :

• Collaborate with others on specific projects

• Create an unlimited amount of Workspaces

• Invite as many members to join as you wish

• Allow members to edit and download your files

How to create a Workspace

• 1. Click on New Workspace

• 2. Name your Workspace and hit Invite

How to invite members to join your Workspace

• 1. In Manage Workspace, scroll down to Add members

• 2. Add the email of the member and hit `Invite`

• 3. Once they receive the email invite, they can click the invite link to be added to the Workspace.

💡 Remember - to add a member to your Workspace, they must first be a member of your Organisation 💡