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Compliance Settings

Control access and settings for your users in Jump via the Compliance Settings page.

Rachel Armstrong avatar
Written by Rachel Armstrong
Updated today

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, then select Compliance.

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  • Delete Meetings – let users permanently purge outdated or sensitive meetings.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

Integrations

Select which conferencing and VoIP platforms the Notetaker may join (e.g. Zoom, RingCentral, Intulse).

Capture mode & 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)

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 & downloads

  • 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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