Understanding Roles & Permissions

Roles and Permissions

Jump uses role-based access control (RBAC) to manage what each team member can see and do. Each user is assigned one or more roles, and each role grants a set of permissions.

How to Get There

Navigate to Settings > Practice Setup > Roles & Permissions to manage roles.

System Roles

Jump provides five built-in roles:

• Administrator -- broad access to features and settings
• Management -- the highest-privilege organisational role, with full access including team management, billing, and configuration
• Clinician -- access to clinical features (consultations, prescribing, patient records) plus scheduling
• Receptionist -- access to scheduling, patient demographics, and messaging, without clinical settings
• Viewer -- read-only access

Custom Roles

You can create custom roles tailored to your practice. New roles are made by copying an existing role -- system roles can't be edited directly, but any role can be copied as a starting point.

1. Open the Roles tab in Roles & Permissions.
2. Find a role close to what you need and click its Copy button.
3. In the Clone Role dialog, enter a Role Name and Description, then click Create Role.
4. Adjust the new role's permissions as needed -- you can change these at any time after creating it.

Assigning Roles

To assign a role to a user:

1. Open the User Assignments tab in Roles & Permissions.
2. Find the user -- use the search box if needed.
3. Add or remove roles for that user; a user can have more than one.

Changes apply immediately.

Permissions

Permissions are grouped by area (clinical, scheduling, billing, settings, etc.). Each permission controls access to a specific feature or action. A user's effective permissions are the combination of all permissions from all their assigned roles.

Tip: Assign the least-privileged role that lets a team member do their job. You can always grant additional permissions through custom roles.