Who has access to these settings?
Account owners
Use the Account settings page to configure organization-wide preferences for your Jump portal—everything from your logo and email templates to how teams and tasks behave. To get there, click Account settings in the left-hand nav.
1. Account
Account profile
Account name – the name that shows up in meeting exports and email templates.
Account logo – upload your firm’s logo; it will be embedded in agendas, recap emails, and PDF exports.
Revert / Save – cancel unsaved changes or commit them.
Custom login page
Toggle on to set a firm-specific login experience (logo, branding, helper text).
2. Subscriptions & Users
User list – see every user on your account, their role, teams, and sign-in status.
Usage report – track which users have connected a CRM, email, performed automated notetaking or pre-meeting prep, and which mobile platform they’re on.
3. Teams
Create teams. People within a team share permissions to view each other's meetings
See each team’s member list at a glance.
Use teams to filter reports, assign tasks, or share access to other users’ meetings.
4. Analytics & Interactivity
Sentiment Analysis – surface emotional tone of client conversations.
Talk time – see who dominated the conversation in each meeting.
Keywords – pick custom keywords (e.g. “goals,” “pain points,” “compliance,” “next steps”) to track across all meetings.
5. Tasks
Define your own task statuses—rename, reorder, add new or remove unused statuses.
Statuses appear in the task panel of every meeting; they can be synced with your CRM.
Note: If you have connected your CRM to Jump, the default task statuses available in the CRM will appear here, and cannot be changed. Task statuses can only be changed or deleted if you do not have a CRM connected to Jump.
6. Email Templates
Create reusable templates for:
Meeting invitations (agendas)
Recap emails
Use variables (e.g. {{account_name}}) to personalize subject lines and bodies.
Attach templates to specific meeting types for full automation.
Getting Help
If you have questions or need assistance configuring any of these settings, click the chat bubble in the bottom-right of your Jump portal to reach our support team. Or, send us an email at [email protected].