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.
Auto-Share Meetings without Teams
For accounts with the feature for auto-sharing meetings turned on, all users in that account can automatically share meetings with other Jump users on the calendar event for the meeting. 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 to the "Meeting Sharing" section, then enable auto-share or allow users to configure auto-sharing on the user-account level. (Manual review is the default.)
For meetings going forward, 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.
Manually Share Meetings
For accounts without auto-sharing turned on, non-meeting owners can request meeting notes and meeting owners can share notes as follows.
Non-meeting owners
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:
On the meetings lists
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.
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.
On the individual meeting 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
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.
Share via the meeting page
Click on the three dots in the top right corner.
Select the Share meeting option.
Add users with whom you want to share the meeting.
Users can also manually share meetings by clicking on the eye icon on the right-hand side of the page. 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.
Share via the Share requests tab
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.
What can someone do if they have access to mine/another’s meeting in Jump?
Depending on how the meeting is shared, users who are not the meeting owner can interact with the meeting in different ways.
Meeting owners, their team admins, and account owners
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.
Other users with whom the meeting is shared
For other users, they can view, edit, and sync the notes but cannot share, reprocess, delete, or archive the meeting.