How does sharing meeting notes with another Jump user work?

There are a few different ways to share a meeting with another user in Jump.

If you or another user needs to have access to all of another user’s meetings, you can set up what we call a "team." View this article to learn how. If you only need to share one meeting, you can do so manually or automatically, as described below.

Accounts can configure their settings so meeting sharing occurs automatically. When this setting is turned on, all users in that account can automatically share meetings with other Jump users who are listed on the same calendar event. Automatic sharing will happen even if those other users aren't admins on the meeting owner's team.

To turn on auto-share for meetings, account owners can go to Compliance > Meeting data, then scroll to the "Meeting sharing" section. You'll notice that manual reviews ("Meeting owners review share requests") are the default setting for all Jump accounts.

Enable the setting called "Share meetings with Jump attendees automatically" to apply this to all users on the account. You can also allow users to manage their own meeting sharing preferences by selecting "Allow users to select."

When this setting is enabled, all Jump users in the account who were on the calendar event will be able to view the meeting. If they aren't account owners or team admins for the meeting owner, they will have access to sync notes, but they won't be able to delete, archive, or reprocess the meeting.

For accounts without auto-sharing turned on, non-meeting owners can request meeting notes and meeting owners can share notes on a one-off basis.

Users who are not the meeting owner but were on the calendar event for the meeting can manually request the meeting notes in two ways:

Users can go to the All past or AI-processed tabs and click on the green Request meeting notes button next to the corresponding meeting.

These users will be able to see whether the request for access was approved, denied, or still awaiting a response. If the request was denied, users can re-request access via the meetings list page.

If the user requesting the notes clicks on the meeting itself, in the "Meeting notes" tab, they will see the option to Request meeting notes and view the status of the request.

Meeting owners can manually share a meeting via the meeting page (where the notes are) or via the Share requests tab that appears on the left-hand side of the page.

Within the meeting page, click on the three dots in the top right corner and select the Share meeting option.

Add users with whom you want to share the meeting, then click the green Done button before closing.

Users can also manually share meetings by clicking on the eye icon on the right-hand panel. Click on the Shared with [number of people] button in that tab.

A window will appear where you can give access to other Jump users to see the notes.

Add the desired Jump users, then click the green Done button before closing.

If another user has requested access to meeting notes that you own, you will see the Share requests tab on the left-hand side of Jump. The red circle and number within it indicate the number of outstanding share requests you have.

Click on the Share requests tab.

In the new page, next to each meeting and its details, you will see Approve or Deny buttons.

Click Approve to share the meeting or Deny to deny the request. The share request for that meeting will then disappear from the page.

Depending on how the meeting is shared, users who are not the meeting owner can interact with the meeting in different ways.

These users can delete, archive, reprocess, and share the meeting, as well as edit or sync the notes, sync the tasks, and send the recap email.

Meeting owners or team admins can also view the user’s upcoming meetings and view or generate the pre meeting prep.

For other users, they can view, edit, and sync the notes but cannot share, reprocess, delete, or archive the meeting.

Still have questions about sharing meetings in Jump? Reach out to [email protected] for assistance.