How to manage meeting capture consent

If you're an Account owner, you can manage consent monitoring settings by navigating to Profile & settings > Compliance.

Click on the Meeting data tab.

Scroll down to the Meeting capture consent section.​

There are four pre-defined options for Jump to determine recording consent.
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Under this configuration, Jump will analyze the transcript and indicate if there was an interaction between the advisor and the client where capture consent was obtained.

You can find record of this by clicking into the specific meeting then selecting the Analytics tab.
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When this option is selected, a user who is allowed to attest must confirm client consent before the meeting notes can be accessed.

With this selection, a hybrid of options 1 and 2 are enabled. Jump still analyzes the transcript to check for consent during the captured meeting, but a user who is allowed to attest must also confirm consent before the notes can be accessed.

Users may choose to have no automatic or manually recorded consent produced in Jump.

When you use Self Attestation - Confirm after or Automatic detection + Self Attestation, you can limit which users are allowed to confirm that consent was gathered. By default, anyone with access to the meeting can attest.

Users who have not been selected in the Who is allowed to attest dropdown will be unable to attest consent. Additionally, they will be unable to access the meeting, or the meeting notes, until attestation has been confirmed by a user who fits the attestation criteria.