Team and organization
Roles, invitations and clinic settings.
- How do I use a sending or request template?A template saves general text, expiry, permissions and a partner contact. It does not copy current files, patient details, PINs or protected links.
- How does the team assign Today’s tasks?Use All tasks, Assigned to me and Unassigned. Assignment coordinates clinic work without changing medical permissions.
- How do I work with multiple clinics?Use the switcher for My examinations and clinics where you hold a membership. Each clinic has separate permissions and billing.
- Users and rolesRoles limit what each organization member can do.
- Team invitationsAn invitation is a protected, time-limited link to join a specific organization.
- Organization settingsManage official contacts, your MediSend address, verification and the displayed retention policy here.