Creating a Business Account

Step 1 : From your dashboard, click on 'Buy Hours'.

Step 2 : Select ‘Choose Plan’ in the the Happy Scribe for Business section.

Step 3 : At the checkout desk you will see the initial € 25 charge. Every payment after this will be invoiced monthly.

Step 4 : Once you return to your Dashboard, you can now click on ‘Set up Organisation’. 

Step 5 : It’s time to create your organisation :) Choose a photo for your Organisation logo, add a name and hit `Save`.

Step 6 : You will now arrive on your ‘My Organisation’ dashboard. 

  • You will see your logo in the top left corner
  • To invite others to join your Organisation click on ‘Members’, add their email and accessibility level, then hit `Invite`.

To learn more about accessibility levels, read here.

The 3 Parts of your Business Plan Account

So now that you have created an 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.
  • 4. Remember - to add a member to your Workspace, they must first be a member of your Organisation.

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