Settings & Administration

Organisation settings, users, and system configuration

17 articles

Where Things Live in Settings and ConfigurationFive groups of settings pages became one tabbed page each, Skip and Forms moved, and every list now behaves the same way. A map of what is where, and what still redirects.Linking a user to a clinicianVideoConnect someone's login to their clinician record so their work is attributed to the right clinician. Open Settings → Users, click the person's row, and set Linked clinician in the drawer.Sections & Fields: control which patient fields are required or hiddenVideoChoose which patient fields appear and which are required, separately for patients and staff.Signing a user out of all sessionsForce a team member to be logged out of Jump on every device in one click — for a lost device, suspected compromise, or offboarding.Resetting a team member's two-factor authenticationHow a manager can reset a colleague's 2FA when they've lost access to their authenticator device.Clinician TagsVideoOrganise clinicians with custom tags for filtering and groupingAPI Keys & WebhooksCreate API keys for programmatic access and configure webhooks to receive real-time event notifications.Customising Your Practice BrandingUpload your logo, set brand colours, and add a favicon to personalise Jump for your practice.Security SettingsVideoConfigure session timeouts, MFA requirements, SSO bypass rules, and RBAC enforcement for your organisation.Inviting and Managing UsersVideoInvite new users to your practice, manage pending invitations, and archive or reactivate user accounts.Viewing the Audit Log & User ActivityVideoReview system-level audit events and individual user activity including logins, navigation, and feature usage.Managing TeamsVideoCreate teams to group users for task assignment, inbox routing, and questionnaire handling.Understanding Roles & PermissionsVideoLearn how RBAC roles work, assign roles to users, and create custom roles with specific permissions.Managing Clinician ProfilesVideoCreate clinician profiles with professional details and link them to user accounts for scheduling and clinical features.Practice Details & LocationsUpdate your organisation name, address, contact details, URL slug, and manage clinic locations.Subscription & LicencesVideoManage your Jump subscription plan, add user licences, and handle billing through Stripe.Jump Beta & AI AssistantVideoEnrol in Jump Beta for early access to new features, and configure the AI Assistant for clinical intelligence.

Users & Permissions

Linking a user to a clinicianVideoConnect someone's login to their clinician record so their work is attributed to the right clinician. Open Settings → Users, click the person's row, and set Linked clinician in the drawer.Signing a user out of all sessionsForce a team member to be logged out of Jump on every device in one click — for a lost device, suspected compromise, or offboarding.Resetting a team member's two-factor authenticationHow a manager can reset a colleague's 2FA when they've lost access to their authenticator device.Clinician TagsVideoOrganise clinicians with custom tags for filtering and groupingInviting and Managing UsersVideoInvite new users to your practice, manage pending invitations, and archive or reactivate user accounts.Managing TeamsVideoCreate teams to group users for task assignment, inbox routing, and questionnaire handling.Understanding Roles & PermissionsVideoLearn how RBAC roles work, assign roles to users, and create custom roles with specific permissions.Managing Clinician ProfilesVideoCreate clinician profiles with professional details and link them to user accounts for scheduling and clinical features.

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