Plumb’s offers customizable group accounts tailored for practice owners or managers to streamline billing and ensure access for team members who need it. Each user gets their own username and password, which means you can access Plumb’s content and features from any device—in or out of the practice.
Joining a group account involves a few simple steps to ensure a smooth transition from your existing subscription. New to Plumb’s? You’ll simply accept the email invitation and follow the prompts to create your account.
Here's a breakdown to guide you through the process.
What Are Group Accounts?
Plumb’s group accounts consist of 2 or more users under a single subscription, allowing for centralized management by a designated administrator. These accounts are customizable for teams as small as 2 and as large as 20.
Joining a Group Account
Joining a group account is simple. Follow the instructions relevant to your situation.
As an Existing Subscriber
If you currently have a subscription to Plumb’s and you have been invited to join a group account, follow these steps to transition your existing subscription.
Invitation by Group Admin: To join a group account, you’ll need an invitation from your group admin. Make sure your admin sends the invitation to the email address associated with your existing Plumb’s subscription. Important: If you accept the invitation under a different email address, you will lose access to your notes and favorites.
Accepting the Invitation: Upon receiving the email invitation, click Accept Invitation to transition to the group account. Your notes, favorites, and account details will be seamlessly transferred.
Don’t see the invitation? Check your junk or spam for an email from communications@plumbs.com.
Email Address Update: Once you accept the invitation, you can change the email address associated with your account if you or your administrator prefer.
As a New Subscriber
If you currently do not have a subscription to Plumb’s and you have been invited to join a group account, follow these steps to accept the invitation and create your account.
Invitation by Group Admin: To join a group account, you’ll need an invitation from the group admin. Your admin will most likely choose to send the invitation to an email address associated with the practice.
Accepting the Invitation: Upon receiving the email invitation, click Accept Invitation. You’ll be directed to create a password and complete your profile.
Frequently Asked Questions
What happens to my existing account when I join the practice’s subscription?
If you already have a Plumb’s subscription, your existing account—including your notes and favorites—can be added to your practice’s subscription.
Your notes and favorites will be transferred to your new account, and your personal account will automatically be canceled. You will also automatically receive a prorated refund for the remaining time on your personal account.
Important: Please make sure your group administrator sends the invitation to the email address you currently use to sign in to your Plumb’s account.
If you accept the invitation under a different email address, you will lose access to your notes and favorites in your original account. Once you accept the invitation, you can change the email address associated with your account if you or your administrator prefer.
If I have an existing subscription and get invited to join a group plan, will I receive a reimbursement?
Yes, you can get a partial refund, prorated for the remaining time in your billing cycle. To ensure a smooth transition, make sure your group admin sends the invitation to the email address currently associated with your Plumb’s account. After accepting the invitation, you can change the email address associated with the account if necessary.
Do I need to cancel my personal account when joining a practice plan?
If the group admin sends the invitation to your existing email address, no action is required from your end. Your notes and favorites will be transferred automatically, and your personal account will be canceled, resulting in a prorated refund.
If the invitation arrives at an email address not linked to your Plumb’s account, reach out to your admin and request a new invitation to the correct address.
My admin can’t send the invite to the email address I use for my Plumb’s account. What do I do?
If for any reason your group administrator is unable to invite you via the email address you use for your personal account, you can take the following steps:
Sign in to your personal account on any browser.
Select Profile from the menu in the top right corner of the screen.
Change your email address to the one your administrator would like you to use with the group account.
Ask your administrator to resend the invitation to that email address.
If you encounter any issues or have further questions, please reach out to our support team for assistance.