Who can use this guide?
Account owners
Account owners in Jump have unique permissions to adjust account-wide settings, manage users and teams, and configure compliance settings. Accounts can have more than one owner. In addition, both seat types (Full and Lite) can be owners.
This guide provides a quick overview of Account owner permissions and helpful tips to get your team set up in Jump.
Note: Check to see if you’re an account owner by logging into my.jumpapp.com and clicking on your profile icon in the bottom left-hand corner of the screen. If you see the menu options for Account settings and Compliance, this means you’re an Account owner.
Account owner overview
As an Account owner in Jump, you are able to:
Create account at my.jumpapp.com/signup
Set your account name and logo
Add users and confirm seat type (Full or Lite)
Create teams and choose who can view teammates’ meetings
Pick Analytics & Interactivity defaults (Sentiment, Talk time, Keywords)
Configure task statuses or confirm CRM‑synced defaults
Set up email templates for agendas and recap emails
Review allowed features and integrations in Compliance
Choose Notetaker attendance defaults, name, and images
Set meeting capture mode and storage strategy
Decide your meeting consent approach and disclosures
Configure email summary content and AI email disclaimer
Part 1: Create an account
First, create your Jump account:
Visit my.jumpapp.com/signup to create a new account using SSO via your Microsoft or Google account. Or, enter your email address to receive a secure login code in your inbox.
The guided onboarding process is user-specific, meaning you’re only setting up your unique profile (not for others on the account). These steps include:
Integrating with a CRM
Integrating with a financial planning tool
Adjusting notetaker attendance settings
This completes the initial setup process. As an Account owner, you can proceed with the following steps to configure the rest of the settings to your preferences and requirements.
For more guidance on how to set up your Jump account, review this guide: How to create a Jump account
Part 2: Adjust Account settings
You can set up account-specific details and structure by going to Profile & settings > Account settings.
Account settings is where you can control the following:
Account: Set or update the account name, company logo, disclosure statement, and firm-branded login page.
Subscriptions & users: View the current user list and usage reports, manage your subscription, and add new users.
Teams: Set up Teams for users who need visibility into each others’ meetings. Learn more here: How to set up a team in Jump.
User configurations: Create standardized automations and event filters to apply to multiple or all users on the account. Learn more here: How to create and apply user configurations.
Analytics & interactivity: Determine which metrics are tracked for meetings in Jump, including sentiment analysis, talk time, and keywords.
Tasks: Create task status options (if you’re not connected to a CRM), or adjust the default ordering of task statuses from your connected CRM.
Email templates: Set up email templates for all users on your account that can be used to schedule meetings or send agendas. Learn more here: How to use meeting agendas in Jump.
Learn more about each of these settings here: Jump account settings.
Part 3: Customize compliance settings
Account owners are also able to adjust compliance settings for the entire account. This gives you the ability to dictate notetaker behavior, data retention, redaction, disclosures, and more.
Access compliance settings by going to: Profile & settings > Compliance.
Here is where you can control the following:
Access restrictions: Choose which Jump features users can access.
Notetaker settings: Manage how the Jump notetaker joins meetings, including default behavior and appearance.
Meeting data: Configure how meeting content is captured, stored, redacted, and deleted across your account.
Email: Customize what gets included in summary emails and disclosures.
Learn more about each of these settings here: Compliance settings.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]