Staff & roles
Invite teammates, assign roles, and manage what each person can do.
Staff & roles
MediSync's permissions are role-based. You invite a person by email, pick their role, and the role grants them a pre-defined set of permissions. Admins can also tweak individual permissions when the defaults don't fit.
Default roles
| Role | Typical user | Can do |
|---|---|---|
| Admin | Clinic owner / practice manager | Everything on this page, billing, modules |
| Receptionist | Front-desk | Book appointments, add/edit clients, check-in |
| Practitioner | Doctor, nurse, therapist | See their schedule, write notes, view their clients |
| Accountant | Finance | View invoices, record payments; no client medical data |
| Read-only | Auditor, shadowing staff | View everything assigned; cannot edit |
Invite a teammate
- Open Organization → Staff.
- Click Invite teammate.
- Enter their email, pick a role, and optionally add a message.
- Click Send invitation. MediSync emails the person with a link valid for seven days.
They'll walk through the accept invitation flow when they click the link.
Resend or cancel an invitation
Pending invitations show on Organization → Staff → Pending.
- Resend — sends a new email with a fresh link (the old one stops working).
- Cancel — invalidates the invitation. The person can't accept after this.
Change a role
- Open Organization → Staff → Active.
- Click the teammate's row.
- In the drawer that opens, change Role.
- Save.
Role changes take effect immediately. The person may need to refresh their browser to see new pages or lose access to old ones.
Remove a teammate
- Open Organization → Staff → Active.
- Click the row → Remove from organization.
- Confirm. The person is signed out everywhere; their notes and other records stay, attributed to their name.
Permissions beyond roles
Some features have per-person toggles that override the role default. For example, a receptionist can be granted access to Analytics without becoming an admin. Open the teammate drawer and scroll to Permissions to see available overrides.
Add, edit and delete are separate toggles
Several areas split their permission into individual actions instead of one all-or-nothing switch, so you can hand out exactly as much as someone needs:
| Area | Separate toggles |
|---|---|
| Bookable resources (doctors, rooms, equipment) | Add · Edit · Retire |
| Procedure templates | Create · Edit · Delete |
| Branches | Create · Edit · Archive |
| Note templates | View · Create · Edit · Delete |
| Booking shifts | Open · Edit · Close |
A common use: give a senior receptionist Add and Edit on bookable resources but not Retire, so they can keep the booking catalogue current without being able to pull a doctor out of the schedule.
Each area also keeps a single full control toggle. Granting that is the same as ticking every action for the area, and it stays ticked on roles that already had it — you only need the individual toggles when you want to hold something back.
In-app help: no dedicated in-app article yet for staff management.