video1.0<iframe src="https://www.loom.com/embed/5907307af65f4c5db00d97aa84ceb5cc" frameborder="0" width="3840" height="2880" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>28803840Loomhttps://www.loom.com28803840https://cdn.loom.com/sessions/thumbnails/5907307af65f4c5db00d97aa84ceb5cc-10255a4e80e02f47.gif90.56Hi, I am Sabine from Heidi’s Custom Success Team. As a global admin in your organization settings, you can add new users to Heidi teams, assign them to a specific team, and choose their role, such as administrator, clinician, assistant, or a combination. They will receive an invitation and, once accepted, will access the templates available for that team. Team admins can add or remove members, modify roles, share and manage templates, view team billing, and set team policies. You can also add multiple emails at once and hit send invites, and the process differs if SSO is enabled.