Who has access to this feature?
Full users who use Google or Microsoft (Exchange or Outlook 365) as their calendar in Jump
Lite users (including team admins)
Note: If your account's Compliance settings do not include the private meetings feature, meetings that are marked as private in Google or Microsoft meetings will be shared as usual with your team admins.
What are private meetings in Jump?
Private meetings in Jump are sensitive events that you would like to capture but do not want to automatically share with your team admins, as happens automatically with public meetings.
You can now capture those meetings without your team admins seeing the meeting details or notes; only Jump users who are explicitly invited to the calendar event can see the real meeting title and any related content, including email notifications, depending on when the event is set to private.
If preferred, users can use event filters to keep private meetings out of Jump entirely. See the "Filtering based on event visibility" section of this Help article for more details.
How can I set a meeting as private?
Meetings can be marked private in two ways:
From your native calendar:
Mark the event as "Private" in Google, Exchange, or Outlook 365 (as "Private," "Personal," or "Confidential"). Jump automatically mirrors this setting when the privacy status is first set in your calendar.
Later changes to privacy status from Google, Exchange, or Outlook 365 are ignored in Jump: the user must change privacy from Jump to prevent users from accidentally exposing private meetings.
From within Jump:
If you have access to a meeting (as meeting owner, team admin, or an account owner who is listed on the calendar event), you can toggle on the privacy of a meeting directly in Jump. When possible, Jump also updates the privacy setting in your connected calendar. (Limitations for updating the calendar are described in the UI.)
After a meeting is marked as private in Jump, team admins who are not also on the calendar event will not be able to toggle the privacy setting off, as they no longer have access to the meeting.
Note: You can change a meeting’s privacy at any time before the meeting begins. After the meeting is processed, you can no longer mark it as private.
How do private meetings appear in Jump?
When a meeting is marked as private,
Invited users can
See the real meeting title.
Access prep, transcripts, recordings, notes, tasks, and recap emails as they would with public meetings.
Open and interact with the meeting like any other.
Non-invited users (including team admins) see
A Busy placeholder title in the meetings list and a non-clickable meeting.
No meeting details, notes, transcripts, or AI outputs.
No pre- or post-meeting emails (depending on when the meeting was set to private).
Who receives pre-meeting prep and post-meeting recap email notifications?
Pre-meeting prep email notifications
Based on their notification settings (in User settings > Preferences > "Email settings"), the meeting owner receives pre-meeting prep emails, as do any team admins who are also listed as attendees on the upcoming meeting.
Team admins do not receive pre-meeting prep emails if the meeting is marked as private before the pre-meeting prep email notification is generated.
If the meeting is marked as private after the pre-meeting prep email notification is sent out, the team admin will be able to access the content of the email but not the link to the actual meeting.
Post-meeting recap email notifications
Based on their notification settings (in User settings > Preferences > "Email settings"), the meeting owner receives post-meeting recap emails, as do any team admins who are also listed as attendees on the meeting.
Team admins do not receive post-meeting recap emails if the meeting is marked as private before the recap email notification is generated.
If the meeting is marked as private after the post-meeting recap email notification is sent out, the team admin will be able to access the content of the email but not the link to the actual meeting.
Which calendars and platforms are currently supported?
Private meetings are supported for the following calendars:
Google
Microsoft (Exchange or Outlook 365)
Note: In the future, we will expand support to other calendars, including Redtail, Wealthbox, and Salesforce, as well as meetings that are created directly within Jump.
The feature works on web and mobile. To ensure privacy is enforced correctly on mobile, all users (including team admins) in a firm account must be on supported app versions:
Android: 1.7.0
iOS: 1.8.8
I'm an account owner. How do I turn the private meetings feature on or off in Jump?
Account owners within an account or in a parent account can choose to turn on or off the private meetings feature in Jump for all users in their account or in child accounts.
If the feature is turned off, private meetings will be treated in the same way that public meetings are:
Team admins of a meeting owner will automatically see the meeting (though users can still filter out private meetings from Jump entirely).
If the account has transcripts set to be automatically emailed to an outside email address, private meetings will be included in that process.
As an account owner, to turn on or off the private meetings feature in Jump,
Click on the Compliance tab.
2. In the Access restrictions tab, scroll down to the "Private Meetings" feature and select or deselect it.
3. Scroll down to the bottom of the page and click on the green Save button.
4. For account owners in a parent account, select the lock at the bottom of the page in order for child accounts to have this same setting.
Need help?
If you have questions about Private Meetings or think a meeting’s visibility isn’t behaving as expected, reach out to [email protected] and our team will be happy to help.