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Organizations & Teams

5 articles

Creating an Organization

Set up a shared workspace for your practice and switch between your personal and organization spaces.

Inviting Your Team

Send email invitations so teammates can join your organization, and manage pending invitations.

Joining an Organization

Accept an email invitation to join your practice’s organization on Scope.

Sharing Templates with Your Organization

Share note templates with your whole team so everyone documents consistently.

Managing Members & Roles

Manage your organization’s members, roles, details, and what happens when someone leaves.

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