Organisations & Teams

Organisations allow your team to collaborate in Medtribe. Instead of everyone sharing one login, each person has their own account while working together in a shared workspace. Events, templates, and attendee data belong to the team rather than individuals.

Key Concepts

Personal Workspace vs Organisation Workspace

When you log into the Educator section, you'll see a workspace switcher at the top of your sidebar. This lets you switch between:

What is an Organisation?

An organisation represents your team, department, trust, or training hub. Examples:

• A regional primary care network
• A hospital simulation training facility
• A postgraduate training team
• A private training provider
• A community healthcare collaborative

Team Members vs Collaborators

Getting Started

Joining an Organisation

1. Go to the Educator section
2. A dialog will appear asking you to select or create an organisation
3. Search for your organisation's name
4. If found, click to request to join
5. An admin from that organisation will approve your request
6. Once approved, you'll see the organisation in your workspace switcher

Creating a New Organisation

1. Go to the Educator section
2. In the organisation selection dialog, click Create new organisation
3. Enter your organisation's name (be specific, include your trust or hub name)
4. Select the category (Trust, Training Hub, etc.)
5. Submit. You're automatically added as a member

Managing Your Team

Viewing Team Members

1. Switch to your organisation's workspace
2. Go to Team Members in the navigation
3. See all current team members

Approving Join Requests

1. Go to Team Members
2. Look for Pending Requests
3. Click the menu next to a request
4. Select Approve or Reject

Inviting Team Members by Email

The quickest way to add someone is to send them an email invite directly.

1. Go to Team Members in your organisation
2. Click Invite Team Members
3. Enter their email address (you can add multiple at once)
4. Click Send Invites

The person receives an email with a link to accept. Once they click accept, they're automatically added to your team.

Managing Pending Invites

Invites expire after 2 weeks. If someone hasn't accepted yet:

1. Go to Team Members
2. Click the Pending Invites tab
3. Find the invite and click the menu (three dots)
4. Choose Resend to send a fresh email, or Revoke to cancel the invite

Removing Team Members

If someone leaves or was added by mistake:

1. Go to Team Members
2. Find the person in the Members tab
3. Click the menu (three dots)
4. Click Remove
5. Confirm the removal

The Team Members Page

Your Team Members page has four tabs to help you manage membership:

Teams Within Organisations

Teams are groups within an organisation. If your organisation is large, you can create teams to organize people into specialty groups or project teams.

Organisations vs Teams

Creating a Team

1. Switch to your organisation's workspace
2. Go to Teams in the navigation
3. Click Create Team
4. Enter the team name and category
5. Submit. The team is created under your organisation

Joining a Team

1. Go to Teams
2. Find the team you want to join
3. Click Request to Join
4. Wait for approval from an existing team member

Multiple Organisation Membership

You can belong to multiple organisations and switch between them using the workspace switcher. This is useful for:

• Consultants who work with different trusts
• Educators who support multiple training hubs
• Staff who work across departments

Each organisation's content remains separate - being in one organisation doesn't give you access to another.

Transferring Content

If you have events or templates in your personal workspace, you can transfer them to your organisation so your team can access them.

Individual Transfer

1. Switch to your Personal workspace
2. Find the event or template to transfer
3. Click the Transfer button
4. Select your organisation
5. Confirm the transfer

Bulk Transfer

1. Switch to your Personal workspace
2. Select multiple events or templates using the checkboxes
3. Click Transfer Selected
4. Choose your organisation
5. Confirm. All selected items move at once

Switching Workspaces

1. Look at the top of your sidebar in the Educator section
2. Click on your current workspace name
3. Select the workspace you want to switch to
4. The view updates to show that workspace's content

Common Questions

Best Practices

• Use individual logins - Each team member should have their own account
• Transfer legacy content - Move personal events and templates to your organisation
• Use descriptive organisation names - Include your trust or department name
• Approve requests promptly - Check pending requests regularly
• Keep team updated - Let colleagues know about the workspace system

Terminology Reference

Related Guides

• Collaboration & Sharing - Invite collaborators to individual events
• Templates - Share templates across your organisation
• Managing Events - Create and manage events within your workspace
• Reporting - Generate reports for your organisation's events
• Visibility Settings - Control who can see your organisation's events

Need Help?

Contact Support:

• Email: support@medtribe.com

Common requests we can help with:

• Moving you to the correct organisation
• Setting up your organisation structure
• Questions about transferring content
• Training sessions for your team