> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chartnote.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Chartnote team and invite members

> Create a Chartnote team, choose seats at checkout, then invite Members, Admins and Assistants from Team Management and link assistants to clinicians.

Create a Chartnote team, pay for seats, and invite Members, Admins and Assistants.

**Who this is for:** Team Admins · **Plans:** Team Max, Enterprise · **Where:** Web (app.chartnote.com)

## 1. Create the team

**1. Click your avatar in the bottom-left corner to open the account menu.**

**2. Open the context dropdown (it shows your current context, for example **Personal**) and, under **Settings**, choose **Create team**.**

**3. On **Team configuration**, enter the **Team name** and choose the **Type**: Company or Educational.**

**4. Under **Contact Information**, select **Same as account owner**, or enter a first and last name, phone and email. Click **Next**.**

**5. On **Checkout**, choose the number of seats and Monthly or Yearly billing, then pay by card.**

Team plans are also listed in **Settings** → **Billing & Plans** on the **Team & Enterprise** tab.

> [!NOTE]
>
> You can't invite anyone until the team is paid for.

## 2. Invite people

The **Team** icon appears in the left sidebar only when you're in your team context. To switch, click your avatar in the bottom-left corner to open the account menu and choose your team in the context dropdown.

**1. Click **Team** in the left sidebar to open **Team Management**.**

**2. Click **Invitations**.**

**3. Choose the **Members** tab (clinicians and Admins) or the **Assistants** tab.**

**4. Click **Invite**. You can also click **Invite** on **Team's Dashboard** or the **Seats** page.**

**5. In **Invite a user to this team**, enter the **Email** and choose a **Role**.**

**6. Optional: choose **Groups**. This field becomes available after you enter an email.**

**7. Click **Save**.**

Each invitation shows a status: Waiting for reply, Accepted, Cancelled or Rejected. You can Resend or Cancel, filter and search, and download a CSV. Invitation links open app.chartnote.com.

## Assistant seats

Each paid seat (Member or Admin) includes one assistant seat at no extra cost. Assistants record intake and hand it off to a clinician; they can't create notes.

To link an assistant to a primary clinician:

**1. Click **Team** in the left sidebar to open **Team Management**.**

**2. Click **Seats**, then **Assistants**.**

**3. In the assistant's row, use the action that opens **Change primary clinician**.**

**4. Select a clinician in **Primary clinician** and click **Save**.**

This is the clinician the assistant primarily works with. The assistant can still be assigned to others when needed.

## Require MFA

Admins can require MFA in **Team Management**: click **Team** in the left sidebar, then **Settings**. People who join through the invitation can't choose "Not now."

## What invitees see

* New to Chartnote: create an account from the invitation email.
* Signed out: sign in first, then accept.
* Signed in: Accept or Reject.
* Signed in as someone else: "Please log out and accept the invitation again."

## Troubleshooting

### Someone didn't get the invitation.

Ask them to check Spam or Junk, confirm the email address, and use Resend.

### I invited an assistant as a Member by mistake.

There's no direct switch. Once they've accepted, remove them from the Member seat, then invite them from the Assistants tab.

> [!TIP]
>
> Give the Admin role only to people who need billing and user-management access. Admins can't see clinicians' notes unless the notes are shared with them.

## Related articles

* [Chartnote Teams: features and how it works](https://docs.chartnote.com/teams-and-administration/what-is-chartnote-teams.md)
* [Team roles and permissions: Admin, Member and Assistant](https://docs.chartnote.com/teams-and-administration/team-roles-admin-member-assistant.md)
* [Add or remove seats on your team plan](https://docs.chartnote.com/teams-and-administration/add-or-remove-team-seats.md)
* [How to Remove a User from a Team](https://help.chartnote.com/portal/en/kb/articles/how-to-remove-users-from-my-team)

*Last reviewed: October 2026 · Applies to Chartnote 3.0*


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