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Jump Account settings

Configure your users' experience in Jump.

Written by Bailey Schramm

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, go to Profile & settings > Account settings.
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Account

Account profile

  • Account name – the name that shows up in meeting exports and email templates.

Company logo and disclosures

  • Company Logo – upload your firm’s logo; it will be embedded in agendas, recap emails, and PDF exports.

  • Disclosures - can be used in form and email templates.

  • Revert / Save – cancel unsaved changes or commit them.

Firm-branded login page

Toggle on to set a firm-specific login experience (logo, branding, helper text).

Users

  • Current users – see every user on your account, their role, teams, and product.

  • Invited users – users who have been invited to, but not yet joined, your Jump account.

  • Invite users – add new users to your account by manually entering or uploading a CSV with their full name, email address, team designation (if relevant), and product type.

  • You can also export the user list to a CSV by clicking Export CSV.
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Want to add a user to your account, but don't see the "Invite users" button? Reach out to [email protected] for assistance.

Billing

  • Plan subscription - click here for more information on viewing & paying invoices.
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  • Usage table showing connected integrations and key user settings for everyone on your account.
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Teams

  • Create teams. People within a team who are designated as Admin have permissions to view the other team members' meetings/notes

  • See each team’s member list at a glance.

  • Use teams to filter reports, assign tasks, or share access to other users’ meetings.

User configurations

  • Build automations and/or event filters that apply to some or all users on an account.

  • Apply automations and/or event filters to users on child accounts.

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.
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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.
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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.

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.
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