Managing Teams
Teams let you group users together for easier task assignment, inbox routing, and workflow management.
How to Get There
Navigate to Settings > Users and select the Teams tab.
Creating a Team
- Click Create Team
- Enter a team name (e.g. "Reception", "Nursing Team", "Admin")
- Add members by selecting from your organisation's users
- Save the team
How Teams Are Used
Teams appear as assignment options throughout Jump:
- Inbox - route incoming items to a team rather than an individual
- Tasks - assign tasks to a team so any member can pick them up
- Questionnaire templates - set a team as the default assignee so questionnaire responses are routed to the team's inbox
- Episode management - assign episodes to a team for shared responsibility
Editing a Team
Click a team to edit its name or update its members. Adding or removing members takes effect immediately.
Tip: Teams are separate from RBAC roles. Roles control what a user can do (permissions); teams control how work is routed and assigned.