Who is this guide for?
Full users
Having a Lite user on your Jump account can improve your efficiency by allowing your support staff to handle meeting preparation and post-meeting tasks. This guide walks you through setting up a Lite user properly so you can get the most out of Jump.
Understanding Lite seats
Lite seats are designed for team members who support Full users (advisors) by handling meeting preparation and post-meeting tasks.
While Lite users don't have access to automations directly (note processing, note syncing, etc.), they can leverage these features when working with your meetings.
This allows them to efficiently sync meeting notes to your CRM, send recap emails to clients, and sync follow-up tasks - all with less manual effort than traditional workflows.
Note: Lite seats require additional setup beyond just creating the account. After adding a new Lite user, follow the steps below to ensure they can properly support you.
Note: Direct the new user to our Startup Guide for Lite users to help them get started.
Step 1: Add a Lite user to your account
First, you'll need to add the Lite user to your Jump account:
Go to Account settings > Users
Click the Add users button
Enter the user's email address and full name
Select Lite as the seat type
Add them to an existing Jump team (you can also set these up later)
Click the green Pay & send invites button to send them an invitation
They can navigate to their email inbox to accept the invitation and gain access to the account.
Note: If you don’t see the “Account settings” tab in your Jump main menu, this means you are not an account owner, and are not able to add new users. If this is the case, reach out to an account owner to complete this step.
Note: If you see this message ("Please contact us to update your subscription") in the Subscriptions & users tab, you'll need to reach out to [email protected] to add a new user. Please reach out with the new user's full name, email address, and the seat type you want them to have (Lite user).
Step 2: Guide Lite users through account setup
After the Lite user creates their account, they'll need to set up essential integrations:
Required integrations
Instruct your Lite user to connect to your team's CRM and Financial Planning software using their own login credentials. These connections are crucial for the workflow automation features they'll be using.
This can be done during the Getting Started flow for new users when they first access the account. But, if they skip this step initially, they can always configure integrations later on by going to User settings > Integrations.
Note: They must have their own unique log-in credentials to the CRM to connect the accounts. They 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, they can skip this step.
Optional integrations
Advise your Lite user that some integrations are not necessary or recommended for them. For instance, they do not need to connect their own Zoom account.
Additionally, it's recommended that Lite users do not connect their personal calendars to Jump to avoid confusion with meeting ownership in Jump.
Step 3: Create a Team with your Lite user
To allow your Lite user to support you and view your meetings in Jump, you need to add them as a Team admin:
Go to Account settings > Teams > Create team
Name your team appropriately (e.g., "Rachel's Team")
Add yourself and any other advisors the Lite user will support
Add your Lite user and designate them as a "Team admin"
Click the green Save button to complete this step.
This Team setup is crucial as it allows your Lite user to automatically view meetings, sync notes, and access other post-meeting automations that Jump generates for your meetings, without needing to attend each meeting.
EXAMPLE: Let's say Rachel is an administrative assistant at your firm, and she supports two advisors, Nathan and Juliette. You would 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 both 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."
Note: Only account owners in Jump can configure Teams. If you do not see the Account settings tab, you’ll need to reach out to one of the owners of your Jump account to get this set up.
Step 4: Establish a meeting capture process
As a Full user, we recommend that you send your own Jump notetaker to capture your meetings rather than having your Lite user do so.
If you're not familiar with meeting capture in Jump, read through our Capturing a Meeting help center collection for more information.
Remember that Lite users don't have access to automations directly. Any meetings captured by a Lite user would need to be reassigned to you (a Full user) in order to process meeting notes, send recap emails, etc.
Importantly, for your Lite user to access post-meeting actions and automations in Jump, they do not need to attend your meetings or be listed as attendees (assuming they have been set up as a Team Admin).
Note: Jump will automatically assign an owner for each meeting it captures from the Jump users listed as attendees. The user selected as the “owner” determines which automations are available. If a Lite user sends their notetaker to the meeting or is designated as the meeting's "owner" by Jump, they should reassign the meeting to you to access the automations.
Step 5: Train your Lite user on post-meeting workflows
After you've captured a meeting, your Lite user can help with post-meeting tasks:
1. Syncing notes to CRM
Your Lite user can review and edit the meeting notes in Jump, then use the "Sync to CRM" option to automatically transfer notes to your CRM.
Direct them to this help center guide for more details: "How to edit and sync notes to my CRM."
2. Sending recap emails
Lite users can leverage Jump's recap email feature to generate a professional summary of your meetings. They can review and customize the email as needed before sending it through your email client.
Point them to this help center guide for more information: "How does the recap email work?"
3. Managing follow-up tasks
Lite users can also review follow-up tasks Jump identified during the meeting and use the "Sync Tasks to CRM" feature to automatically create them in your CRM. They can assign appropriate due dates and owners as needed.
Share this help center guide with them for reference: "How to sync Jump tasks to my CRM."
Need guidance?
If you or your Lite user need assistance at any point, check our comprehensive help center for detailed guides on specific features, or contact our support team via the help icon in the bottom corner.