Who has access to these settings?
All users
Your User settings control how Jump works for you individually, including your profile, notifications, calendars, automations, templates, and the tools you connect. Changes here apply only to your profile, and do not impact any other users who might be on your Jump account.
To access User settings, go to Profile & settings > User settings.
Profile
The Profile tab shows who you are in Jump and lets you personalize how Jump looks and works for you.
Seat and profile
View the account your Jump profile belongs to, your seat type, plan, any add-ons, and your permissions.
Account owners: View the account owners on your firm's Jump account. Click Show to review the complete list. Account owners are who to contact if you need changes made to your firm's subscription or account-wide settings.
Connected account: See the account you use to sign in to Jump, such as Google Workspace or Microsoft 365, and what that connection lets Jump do. You can also disconnect it here.
If your account is managed by a parent account, you'll see that listed here too.
Jump appearance
Choose how Jump looks on the device you're using.
Auto: Switches between light and dark mode based on your system settings.
Light Mode: Always uses a white background with black text.
Dark Mode: Always uses a black background with white text.
Preferred pronouns
Jump automatically attempts to assign pronouns during meetings. To tell Jump your preferred pronouns, choose Not specified, He/him, She/her, They/them, or Other.
Mobile app
Download the Jump mobile app. Enter your phone number and click Text me the link, or scan the QR code for your platform.
Company logo and disclosures
Add your firm's logo and a disclosure statement to use in form and email templates.
Company Logo: Upload a logo to appear at the top of emails and intake form pages.
Disclosures: Enter a custom disclosure statement.
Integrations
Connect Jump to the tools you already use, including calendars, CRMs, financial planning software, conferencing tools, and more. Click Add an integration to choose a tool, and see everything you've connected under Active integrations.
Learn more: Integrations
Automations
Automations tell Jump what to do after a meeting. The When this happens… section lists the events that trigger an action, such as a type of meeting. The Do this… section lists the actions Jump takes, such as adding a note to a contact in your CRM, drafting a recap email, or creating follow-up tasks.
Learn more: How to set up automations
Templates
Templates control how Jump formats what it generates. Templates are organized by type: Meeting Prep, Meeting Notes, Recap Emails, Agendas, and Forms.
Each list shows who owns each template — you, your firm, your parent account, or Jump — and lets you create, edit, duplicate, hide, or delete templates you own.
Learn more: How to use Note Templates
Booking Windows
Booking windows let clients book time with you based on the availability you set. Click Create a booking window to set your available times, meeting length, location, and reminders.
Learn more: Meeting Scheduling in Jump
Landing Pages
Landing pages give you a professional landing page which you control, where you can add your bio, show open meeting times, and collect prospect information before a first call. Click Create a landing page to build one, and use Copy link to share it.
Learn more: Landing Pages in Jump
Preferences
The Preferences tab controls your notifications, calendars, sharing defaults, and other personal settings.
Email settings
Manage where Jump sends notifications and which ones you receive.
Additional notification emails: Send Jump notifications to email addresses other than the one you sign in with.
Notifications: Choose whether to get an email when a meeting is done processing, when pre-meeting prep is ready, or when someone requests or shares meeting notes.
Meeting notification preferences: Get notifications and prep emails for Only meetings I own or All team meetings.
Scheduling notification preferences: Get scheduling notifications for Only booking windows I own or All team booking windows.
Form notification preferences: Get form submission notifications for Only forms I own or All team form submissions.
Alternate emails: Add other email addresses you use, so Jump won't mistake them for clients.
Meeting sharing
Choose the default sharing setting for meetings you own.
Automatically share my meetings with Jump attendees: Any Jump users in your account who attend a meeting automatically get access to its outputs.
Require my approval: Jump users in your account who attend a meeting can send a share request, which you review and approve before they can view or edit outputs like notes and tasks.
Note: This setting is only available if an account owner has selected Allow users to select in the Meeting sharing section of the Compliance settings tab.
Learn more: Meeting data
Calendars
Choose how your meetings get pulled into Jump and how the notetaker joins them.
Calendars to sync: Choose which connected calendars Jump pulls meetings from.
Scheduling Calendar: Choose the calendar Jump uses to create events booked through your booking windows and landing page.
Automatically add notetaker to upcoming meetings: Turn this on to send the notetaker to your upcoming meetings automatically.
Timezone: Set your timezone.
Event filters
Control which calendar events Jump pulls in to your upcoming meetings and which meetings get captured. You can filter by keywords in event titles, event organizer, category, and more. Click + Add event filter to create one.
Learn more: How to filter events in my Upcoming tab
Data retention
See how your firm captures and stores meetings, including your Meeting capture mode and Meeting data storage strategy. Your account owner sets this policy, so you can view it here but not change it.
Learn more: Meeting data
Note: Account owners can update data retention for the whole firm in Compliance settings.
Marketing emails
Choose whether to receive Jump's product updates, tips, and promotional content. If you opt out, you'll still receive important service notifications.
Cookie preferences
Click Manage cookie preferences to control which cookies Jump uses. Essential cookies are always on, since Jump needs them to work.
Authorized Apps
See the third-party applications you've authorized to access your Jump account. If you haven't authorized any, this tab will be empty.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]
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