Who is this guide for?
Lite users
Welcome to Jump! This guide will walk you through getting started as a Lite user and making the most out of your Jump experience.
As a Lite user, you'll primarily be supporting Full users (advisors) by helping them prepare for meetings and handling post-meeting tasks.
Understanding your Lite seat
A Lite seat is designed to support Full users by handling meeting preparation and follow-up tasks.
While you won't have access to automations directly (note processing, note syncing, etc.), you'll be able to leverage them when working with Full users' meetings. This allows you to efficiently sync meeting notes to your CRM, send recap emails to clients, and sync follow-up tasks to your CRM - all with less manual effort than traditional workflows.
Note: Lite seats are not ready to go out-of-the-box! After creating a new Lite seat, there are a few additional steps you’ll need to take to ensure you can support the advisors at your firm.
Step 1: Setting up your account
Required integrations
First, you'll need to set up essential integrations. Connect to your team's CRM and Financial Planning software using your own login credentials. These connections are crucial for the workflow automation features you'll be using.
If you didn't set these up during the initial onboarding flow, you can always configure integrations later by going to User settings > Integrations.
Note: You must have your own unique log-in credentials to the CRM in order to connect the two accounts. You cannot use a shared log-in or CRM account.
If your team doesn’t use a CRM or Financial Planning software, or your platform is not yet supported by Jump, go ahead and skip this step.
Optional integrations
Some integrations are not necessary or recommended for Lite users. For instance, you do not need to connect your own Zoom account. Additionally, it's recommended that Lite users do not connect their personal calendars to Jump to avoid confusion with meeting ownership.
Step 2: Team setup
To support the Full users at your firm and view their meetings in Jump, you need to be added as a Team admin.
Ask an Account Owner on your firm’s Jump account to create a Team with you and the advisors you need to support. They can do so by going to Account settings > Teams > Create team.
Note: It’s possible that as a Lite user, you are listed as one of the Account Owners on the firm’s Jump account. This means you can set this Team up for yourself.
You should be designated as a “Team admin,” which will allow you to automatically view meetings, sync notes, and access other post-meeting automations that Jump generates for the other Team members’ meetings.
EXAMPLE: Let's say Rachel is an administrative assistant at a firm, and she supports two advisors, Nathan and Juliette. In this case, they would need to create a Team in Jump with all three individuals, with Rachel listed as the "Team admin."
This would mean that Rachel can view and take actions on meetings from Nathan and Juliette. However, Nathan and Juliette would not have access to each other's meetings.
For additional information on how to set up and manage Teams in Jump, check out this article: “How to get teams set up in Jump.”
Step 3: Meeting capture process
As a Lite user, we don’t recommend that you have your Jump notetaker attend and capture your advisor’s meetings. Instead, we recommend that the advisors send their own Jump notetaker.
Need to help the Full users on your account capture a meeting with Jump? Read through our Capturing a Meeting help center collection for more information.
Lite users don’t have access to automations. So, any meetings the Lite user’s notetaker captures would need to be reassigned to the Full user in order to process meeting notes, send the recap email, etc.
Importantly, to access post-meeting actions and automations in Jump, Lite users do not need to attend advisor meetings or be listed as attendees on those meetings (assuming they have been set up as a Team Admin).
Note: Jump will automatically assign an owner to each meeting, which determines which automations are available and used on a meeting. Different advisors may have different automations set up, so your available actions may vary by team.
Note: If a Lite user captures the meeting or is designated as the meeting’s “owner”, the post-meeting actions will not automatically process (i.e., you may not see the notes or other automations like recap emails, etc.). If this occurs, you just need to reassign the meeting owner to a Full user to access the automations, which you can do with these steps:
Click on the All past tab
Select the meeting
Click on the current person listed as the “Owner”
Click “Change Meeting Owner”
Use the dropdown that appears to select a new meeting owner who is a Full user
Click “Transfer ownership”
Step 4: Post-Meeting Workflow
After a meeting has been captured, Lite users can help Jump Team members with follow-up tasks:
1. Syncing notes to CRM
Instead of manually typing notes into your CRM, you can review and edit the meeting notes in Jump, then use the "Sync to CRM" option to automatically transfer notes. Always verify the notes appear correctly in your CRM after syncing.
Learn more about this process with this help center guide: "How to edit and sync notes to my CRM."
2. Sending recap emails
Rather than drafting emails from scratch, use Jump's recap email feature to generate a professional summary. You can review and customize the email as needed before sending it through your email client.
Learn more about this process with this help center guide: "How does the recap email work?"
3. Managing follow-up tasks
Instead of manually creating tasks in your CRM, review tasks identified during the meeting and use the "Sync Tasks to CRM" feature to automatically create them. You can assign appropriate due dates and owners as needed.
Learn more about this process with this help center guide: "How to sync Jump tasks to my CRM."
Need guidance?
If you need assistance at any point, check our comprehensive help center for detailed guides on specific features, contact our support team via the help icon in the bottom corner, or ask your team's Full users for guidance on their specific workflows.