Teams are a way for users to collaborate on Heidi by having access to the same templates and easily manage billing across multiple users. This makes it easy for clinics to streamline their use of Heidi.
Go to 'Settings' in the left hand side menu, and click on the 'Teams' section. To create your own team on Heidi, you’ll need to click the 'Create Team' button and enter a team name. Then, you can invite members by entering their email addresses, and they will receive an email invitation to join your team. When they accept the invite their payment is added to your account. Creating a team will make you the Team Admin, and make you in charge of payment for the full team.
Team billing streamlines payments for teams by centralising all billing tasks under the admin's control. This means there is a single invoice for the entire team, regardless of the number of members. The team is billed on a regular cycle, either monthly or annually, based on the admin's selection.
Under the Team setup, there are different seats: Admin and Member. This allows admins to standardize team notes by sharing a template that is uneditable by Members, only editable by Admins. This can help you and your team meet insurance compliance, facilitate auditing and standardize notes across all team members.
Team admins can:
View all members of the workspace
Add and remove team members
View and edit billing information
Create, edit and delete team templates
Team members can:
View all members of the workspace
Use team templates