Who has access to this feature?
Account owners
The Compliance settings page lets your firm centrally control access, notetaker behavior, data retention, redaction, and disclosures for all meetings captured in Jump. To get there, click Compliance in the left-hand nav.
1. Access restrictions
Allowed features
Choose which Jump features every user in your organization can access. Simply check or uncheck each item, then click Save. Typical options include:
Alternative Notification Emails – allow users to send Jump notifications to a secondary address.
BYO Audio – permit “Bring Your Own Audio” devices while still capturing meeting intelligence.
Delete Meetings – let users permanently purge outdated or sensitive meetings.
Dialpad, DocuSign, Dynamics, Exchange, Financial Services Cloud, Global Ask Anything, etc. – control which CRM, telephony, and AI-powered search integrations are available.
Many additional features on that page.
2. Notetaker settings
Notetaker attendance
Allow users to select – users choose which meetings to invite the Jump Notetaker to.
Always automatically attend – Notetaker joins every synced meeting by default.
Never automatically attend – Notetaker only joins when explicitly invited.
Bypass waiting rooms – if enabled, the Notetaker skips lobby screens on Zoom, Teams, etc.
Notetaker images
Customize the avatar/name shown when the Notetaker:
Ready to record
Recording
Paused
Unable to record
Drag & drop or click Select file to upload your firm’s JPG for each state, then Save.
3. Meeting data
Meeting integrations
Select which conferencing and VoIP platforms the Notetaker may join (e.g. Zoom, RingCentral, Intulse).
Meeting capture and retention
Meeting capture mode
Summary only – AI outputs without saving audio/video.
Audio & Video – store recordings alongside summaries, timestamps, and the “Explain” feature.
Storage strategy
Retain media and transcripts
Retain transcripts (delete media)
Retain nothing (delete media & transcripts)
Meeting capture consent
Determine how Jump handles recording consent:
Automatic detection – Jump scans transcripts for verbal consent.
Self-attestation – advisors must confirm consent post-meeting.
Off – no consent checks.
Sync confirmation / Attestation
Require users to attest before syncing: Notes, Tasks, and/or Emails.
Recording disclosure
Toggle an audible disclaimer at the start of recorded sessions (Zoom auto-plays if enabled).
Transcript redaction choices
Redaction – choose PII types to automatically redact from transcripts (e.g. account numbers, SSNs, credit cards).
Downloads – allow or block users from copying transcripts and downloading recordings.
4. Email settings
Summary email content
Select what appears in Jump’s post-meeting summary emails:
No content (link only)
Note summary (truncated preview)
Full notes
Email disclaimer message
Choose whether to append a “Generated by Jump” disclaimer to all AI-drafted emails.
Saving & Reverting
At the bottom of each tab you’ll find Revert and Save buttons. Click Save to apply changes across your firm, or Revert to discard any unsaved edits.
Need help?
If you have questions or require assistance setting up compliance options, click the chat icon in the bottom-right of your portal to contact Jump Support.
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