Profile & security

Your personal settings apply to your MediSync account, in every organization you belong to.

To open them:

1. At the bottom of the sidebar, click your name.
2. Click Settings.

The Settings page has four tabs on the left: Account, Appearance, Security & Privacy and Notifications.

Update your profile

On the Account tab you can change:

• Display Name: the name your teammates see.
• Username.
• Profile photo: click Upload photo, pick a JPEG, PNG, WebP or GIF file of up to 2 MB, check the preview, then click Save photo. Click Remove to show your initials again. Until you upload a photo, MediSync shows your initials.

Click Update profile to save the display name and username. The photo has its own Save photo button.

You can't change your Email here. There is no phone number field.

Change your password

1. Open Settings → Account.
2. Go to Change Password.
3. In Password, enter your current password.
4. Enter the new password in New Password and Confirm Password. Use at least 8 characters.
5. Click Change password.

When you change your password, MediSync signs your account out on all devices. Sign in again with the new password.

If you signed up with Google and have no password yet, this section is called Set Password. Enter a new password twice and click Set password. After that, you can sign in with your email and password too.

If you forgot your current password, sign out and use Forgot your password? on the sign-in page. See Sign in.

The Security & Privacy page

Open Settings → Security & Privacy. At the top, a card shows your name, your email and whether the email is Verified or Unverified. Below it are five tabs:

Two-factor authentication (2FA)

2FA adds a second step when you sign in: after your password, you enter a 6-digit code from an authenticator app.

Turn on 2FA

1. Open Settings → Security & Privacy → Two-Factor Auth.
2. Click Enable 2FA.
3. Scan the QR code with an authenticator app, such as Google Authenticator, 1Password or Authy. If you can't scan it, click Can't scan? Enter key manually.
4. Click Next: Verify.
5. Enter the 6-digit code from the app, then click Enable 2FA.
6. MediSync shows your backup codes. Click Copy Codes and keep them somewhere safe. Each code works only once.
7. Click Done.

The tab now shows 2FA is enabled.

Sign in with 2FA

After you enter your password, MediSync asks for a code. Open your authenticator app, enter the 6-digit code for MediSync and click Verify. The code changes every 30 seconds. If it is about to change, wait for the next one.

If you don't have your phone, click Use a backup code instead and enter one of your backup codes.

Turn off 2FA

1. Open Settings → Security & Privacy → Two-Factor Auth.
2. Click Turn off two-factor authentication.
3. In Password, enter your current password.
4. Click Turn off.

Your backup codes stop working. To use 2FA again, turn it on again and save the new backup codes.

If you sign in only with Google, you have no password to enter. Click Go to Account settings, set a password, then come back and turn 2FA off.

Replace your device

• New phone. Move your authenticator accounts to the new phone before you reset the old one. Most authenticator apps have a transfer option.
• Lost your authenticator. Sign in with a backup code.
• Lost your authenticator and your backup codes. Contact support.

Sessions

Settings → Security & Privacy → Sessions shows Active Sessions: each browser and device signed in to your account, with its IP address and when it was Last active. Your own device is marked Current.

• To sign out one device, click Revoke next to it.
• To sign out every device except this one, click Sign out all other sessions.

Do this if you think someone else used your account. Then change your password.

Connected accounts

Settings → Security & Privacy → Connected Accounts shows how you can sign in:

• Google: click Connect Google Account to sign in with Google, or Disconnect to stop.
• Email & Password: if you have no password yet, click Set Password. This opens the Account tab.

You can't disconnect your only sign-in method. Set a password first.

Organizations

Settings → Security & Privacy → Organizations lists Your Organizations with your role in each. Use the switcher at the top to change to another organization or to create a new one.

API keys

Use API keys to connect another tool to MediSync. Open Settings → Security & Privacy → API Keys.

• The first API Keys list is your personal keys. Every user has it.
• If you are an Owner or Admin of the organization you are in, a second API Keys list shows the organization's keys.

To create a key:

1. Click + New Key.
2. Enter a Name.
3. Select the Scopes: READ, WRITE or ADMIN.
4. Optional: in Expires in, enter a number of days. Leave it empty for a key that doesn't expire.
5. Click Create Key.
6. Click Copy to copy the key now. MediSync shows it only once.

Each key shows when it was Last Used. To stop a key working, click Revoke.

Notification preferences

Open Settings → Notifications. You need an organization selected, because these preferences apply to the organization you are in.

On Notification preferences you choose, for each kind of notification, how MediSync reaches you: in the app, by email, by SMS or by browser push. Critical notifications always reach you. You can also set Do not disturb hours and the Default digest mode. Click Save preferences.

To get browser notifications when the MediSync tab is in the background, click Enable web push.

Delete your account

1. Open Settings → Account.
2. Go to Delete Account.
3. In Password, enter your password. If you sign in only with Google and have no password, set one in Set Password on the same page first. Deleting your account always needs your password.
4. Select the check box to confirm.
5. Click Delete Account, then confirm again.

If you are the only Owner of a clinic, you can't delete your account. Make another member an Owner, or transfer ownership, first.

Common problems

I can't find my settings. Click your name at the bottom of the sidebar, then Settings.

I want to change my email address. You can't change it in Settings. Contact support.

I lost my phone and my backup codes. Contact support. Your clinic admin can't reset 2FA.

I see only one API Keys list. The second list, for the organization's keys, is shown only to the Owner and Admin roles.

I was signed out after I changed my password. This is expected. Sign in again with the new password.