Audience: System Administrators only
Path: Settings → General
Configure organisation-level details, support contacts, optional integrations, and which extra client fields are shown across the system.
How to edit
- Open ellipsis (⋮) menu → Edit settings.
- Make your changes.
- Click Save to apply, or Discard to abandon changes.
Changes take effect immediately across the system.
Organisation
Organisation abbreviation (subdomain) – Controls the installation subdomain. This value is locked; please contact support if you wish to change it.
Admin support email – Shown on the login screen’s Contact support link so users can reach your admin team for help.
Standard users should contact their system administrator first. Admins can then escalate bugs to Viitata support as needed. For security, Viitata staff only access customer systems as a last resort, and all logins are recorded.
Privacy policy link – this URL displayed to all users during the referral consent step. As data controllers, you must ensure that this points to your organisation’s current policy.
Integrations
The system includes several integrations, allowing admins to extend the functionality of the system.
Google Tag Manager (GTM container ID) — Paste your GTM-XXXXX code to enable GTM. If you use GTM, ensure all tracking purposes are covered in your Privacy Policy.
Tawk Live Chat (Property ID) — Paste your Tawk property ID to show the live‑chat widget in the app.
Client info
Toggle whether additional client fields are shown on creating or editing screens. When disabled, data is hidden from users but retained so it can be restored later.
Show GP details — Adds an optional text area for the client’s GP information.Show NHS details — Adds an optional text input for the client’s NHS number.