Who can use this feature?
All Jump users.
Account owners can manage users, seats, and admin role assignments.
Some features may be available only on certain plans.
What this article covers
The layers that determine access in Jump
How seat type, admin roles, account ownership, and plan interact
A quick overview of common roles and what they allow
Why this matters
If you’ve wondered:
“Why can’t I see a certain meeting or feature?”
“Why can’t I manage this for other users?”
“What permission do I need?”
These questions are usually related to how access is set up in Jump. Permissions are made up of a few separate layers that work together.
How access works in Jump
1) Seat type
Your seat type determines your baseline access to Jump.
Full users typically run meetings and use automations
Lite users typically support workflows
Seat type is separate from admin roles and account ownership, which can be assigned independently.
→ Learn more: The difference between a Lite and Full seat user
2) Admin roles
Admin roles give users additional access to specific parts of Jump.
Users can have one, multiple, or no admin roles, regardless of whether they are Full or Lite users.
→ Learn more: See the Admin roles in Jump section below for more details.
3) Account owner
An account owner has access to account-level settings. This includes:
Managing users and seats
Creating and managing teams
Assigning admin roles
Accessing billing and account settings
Regular users (non–account owners) do not have access to these controls.
→ Learn more: Jump Account settings / Compliance settings
4) Plan
Your Jump plan determines which features are available to you.
Some features—and related admin roles—may only be available on certain plans.
→ Learn more: Understanding Meet, Grow, and Operate
Note: Depending on your firm's or broker-dealer's compliance policies, you may not have access to all features included in your Jump plan.
Admin roles in Jump
Below is a quick overview of the main admin roles and what they unlock. Availability may vary by plan and by firm.
Team Admin
What it does:
View, edit, and sync meeting notes for other users on a team.
Common use case:
Advisors and staff collaborating on shared client work.
Important:
This only applies within a team.
Being on a team alone does not grant access—users must be set as a Team Admin.
→ Learn more: How to set up a team in Jump
Scheduling Admin
What it does:
View and manage Booking Windows for all users
Create, edit, and delete Booking Windows on behalf of advisors
Manage scheduling without needing access to meetings or notes
Common use case:
Operations or support staff managing scheduling for advisors
Does NOT include:
Access to meeting notes, transcripts, CRM data, or other Jump features
→ Learn more: Scheduling Admin for Booking Windows
Insights Admin
What it does:
View Insights across all users
Edit reports, scorecards, and Insights settings
Access the Reports tab
Common use case:
Team members responsible for performance tracking and reporting
Does NOT include:
Billing, user management, or Compliance access
Availability may depend on your firm’s plan.
Compliance Admin
What it does:
View and manage compliance reports and settings
Access usage reports
Common use case:
Compliance or supervisory roles
Does NOT include:
Billing, user management, or Insights access
→ Learn more: How to manage users on my firm's Jump account
Summary
Seat type → what you do day-to-day
Admin roles → what you can see & manage for others
Account owner → who controls the firm-level account
Plan → which features are available to you
Understanding these layers helps ensure the right people have the right access—without over-granting permissions.
Need More Help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]