How to manage users across child accounts with centralized billing (Legacy)

Who is this article for?

Account owners on parent accounts with centralized billing enabled who are on Core & Scale (Legacy products)

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Learn how to manage users across child accounts with centralized billing via the new user management system

Some organizations use a parent-child account structure in Jump where a home office or parent account manages billing for multiple affiliated child accounts.

With centralized billing enabled:

The parent account pays for all seats through one centralized invoice
Child accounts share from the same pool of purchased seats
Account owners on the parent account can manage users across child accounts without logging into each individual account

This setup is commonly used by firms with multiple branch offices, affiliated entities, or regional teams.

How to manage users across child accounts

Account owners on parent accounts can access Account settings by going to Profile & settings > Account settings in the left-hand navigation panel.

From there:

Click Subscription & users
Select Manage accounts

Inside the Manage accounts view:

Child accounts with relevant user counts appear in the left-hand navigation panel
Available unassigned seats are shared across the parent-child structure
Parent admins can assign or deactivate users on child accounts directly

This gives parent account admins visibility into how many available seats remain before additional billing is required.

Note: You may also use the Show child accounts toggle to view a complete user list across the parent account as well as all child accounts.

How to add users to a child account

To add a user as an Account owner on a parent account:

Go to Profile & settings > Account settings > Subscription & users > Manage accounts.
Select the child account you want to manage.
Click the + Add users button to add a new user if you do not currently have any unassigned seats on your account.
Alternatively, you may have pre-purchased unassigned seats available to be assigned. Find an Unassigned seat that matches the correct type the new user needs (Lite or Full) and click Assign seat.
In the pop-up that opens, enter the new users's full name and email address. You can also add them to an existing Team on the account, where applicable.
After entering their details, you may choose to add another user using the +Add user button. Once you have finished adding new users, click Review and confirm to finalize your purchase and send the new user email invitations. The new user will receive a welcome email to the email address you provided.

Note: As long as unassigned seats are available in the centralized billing pool, no additional purchase is required. If you do not currently have unassigned seats available on your account, your subscription and billing will immediately be updated to reflect the additional seat(s) purchased.

How to deactivate a user on a child account

To deactivate a user from a child account as an Account owner on a parent account:

Go to Profile & settings > Account settings > Subscription & users > Manage accounts.
Select the child account you want to manage.
Under the Users list, select the user you'd like to deactivate.
In the panel that opens, verify that it's the correct user and click the red Deactivate user button.
Click Save before closing.

How to reassign a deactivated user's seat

When a user is deactivated from a child account:

Their seat is automatically returned to the unassigned seat pool
That seat can immediately be reassigned to another user using the above instructions under "How to add users to a child account".

This allows firms to efficiently reuse seats as employees join or leave the organization.

What parent account admins cannot currently manage

At this time, Account owners on a parent account cannot complete the following actions themselves:

Create entirely new child accounts
Manage users on a child account of a child account
Configure teams within child accounts

If you need assistance with any of the above, reach out to your Jump Account Manager.

Why don’t I see the "Manage accounts" option?

If you are an Account owner on a parent account and don't see Manage accounts available under Profile & settings > Account settings > Subscription & users, your organization may not have centralized billing enabled.

If you believe your organization should have access to this feature, contact your Jump Account Manager.

Need more help?

Chat: In your Jump account, click Help > Chat with support
Email: [email protected]