Teams, roles and seats

A team is created when you subscribe for more than one user. In the Choose your plan dialog you set the number of users. From 2 users on, the dialog shows Team account. After payment, MediSync creates the team and makes you its admin.

There is no team during the trial. Settings›Team Management appears only once the payment is complete.

Two roles

Every team has exactly one admin: the person who took out the subscription. Everyone you invite gets the User role. You cannot invite a second admin.

What the team shares

The team shares the subscription. Every member uses the team's plan.

Content is not shared. Appointments, recordings, documentation, own templates and practice details are visible only to the person who created them. The admin sees members only as numbers in the statistics, never individual appointments.

If the team templates add-on is enabled for your team, the admin passes templates on to the whole team. See Share templates with your team.

The admin maintains the dictionary under Settings›Team Management. MediSync Dictate knows these words for every member. See Maintain the team dictionary in the Dashboard.

Seats

The team has as many seats as you pay for. Every member takes a seat, the admin included, and so does every open invitation. When all seats are taken, you cannot invite anyone until you remove a member or add seats.

Next steps

1. Invite and remove members
2. Share templates with your team
3. Team statistics
4. Manage your subscription and invoices