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How to control which features your users can access

Choose which Jump features and integrations your users can access from the Access restrictions tab.

Written by Mitchell Murphy

Who has access to these settings?

  • Account owners

  • Compliance admins

The Access restrictions tab lets you choose which Jump features and integrations everyone on your account can use. If a feature is turned off here, users on the account won't see it in Jump.

To get there, go to Profile & settings > Compliance > Access restrictions.

Allowed features list on the Access restrictions tab

How to enable & disable features

Turn on only the features your firm has approved. Changes apply to every user on the account once you save.

  1. Go to Profile & settings > Compliance > Access restrictions.

  2. Expand a category, such as Jump Features or CRM.

  3. Select a feature to turn it on, or clear it to turn it off. A check mark means the feature is on.

  4. Click Save.

Note: Each category shows how many of its features are turned on, such as 12/22. The options you see can vary by account.

Integration categories

Integrations are grouped by type:

  • AI Connectors: MCP Client(s)

  • Calendar: Exchange, Google, Microsoft, Open Email with Client, Open Email with Integration, Salesforce Calendar

  • Conferencing: Google Meet, GoToMeeting, Microsoft Teams, Microsoft Teams Integration, RingCentral Video, Webex, Webex Integration, Zoom, Zoom in Client App, Zoom Integration

  • CRM: Advisor Engine, Advyzon, Dynamics, HubSpot, Karbon, LeadCenter.AI, MedicarePRO, Redtail, Salesforce, SmartOffice, Wealthbox, Zoho

  • Custodian: Schwab, TradePMR

  • Document Management: Box, Google Drive, SharePoint

  • Estate Planning: Wealth.com

  • Financial Planning: Asset-Map, eMoney, RightCapital

  • Marketing: FMG, LinkedIn Integration

  • Other: SAML IdP-initiated signup

  • Portfolio Management: Black Diamond, Orion

  • Tax Integration: Holistiplan, TaxStatus

  • VoIP: Dialpad, Genesys Cloud, GoTo Connect, Microsoft Teams Phone, RingCentral, Vonage, Webex Calling, Zoom Phone

  • Workflow Automation: Hubly, Zapier

Mobile features

The Mobile section controls certain available features on the mobile app.

  • Email meeting notes from mobile: Allows mobile users to open meeting follow-up emails in their device email app. When turned off, mobile users can still copy meeting notes.

  • Mobile app use: When turned off, the Jump mobile app can be installed but cannot be used. Users will be unable to sign in or re-authenticate on mobile.

  • Mobile attendee confirmation: Prompts mobile users to confirm or add meeting attendees after a capture is submitted. When turned off, the attendee confirmation prompt and picker are hidden.

  • Mobile meeting draft playback: Allows mobile users to play back meeting drafts before uploading them. When turned off, mobile draft playback controls are hidden.
    ​

Jump Features

The Jump Features category controls core Jump capabilities:

  • AI Associate: Lets AI Associate create, update, or delete data in connected integrations like CRM and financial planning tools, with user approval at each step.

  • Alternative Notification Emails: Users can send Jump notifications to additional email addresses, such as a shared inbox.

  • BYO Audio: Users can capture meetings with their own audio device or system.

  • Coaching: Gives users AI coaching built from their meeting history.

  • Data Export: Account owners can request an export of the account's meeting data.

  • Delete Meetings: Users can permanently delete meetings and their data.

  • Document Intelligence: Users can upload client documents and extract data to sync to integrated systems.

  • Enterprise API: Turns on the Enterprise GraphQL API, API key management, and webhooks.

  • Forms: Users can create Smart Forms to collect client data.

  • Forms Landing Page: Turns on Smart Forms landing pages for viewing form activity and templates.

  • Generate marketing post: Automations draft anonymized marketing posts from meeting transcripts. Drafts stay in Jump and are never posted externally.

  • Join My Call: Users can bring the notetaker into phone calls.

  • Meeting Agenda Email Templates: Users can create email drafts from agendas for upcoming meetings.

  • Meeting Scheduling: Users can create Booking Windows so clients can schedule their own meetings.

  • Private Meetings: Users can mark meetings private so team meeting admins who aren't on the event can't see them.

  • Reminders: Sends automated reminders to participants before scheduled meetings.

  • Sentiment Analysis: Analyzes the emotional tone of meetings.

  • SMS Reminders: Sends text message reminders to participants before scheduled meetings.

  • Sync Tasks: Users can sync tasks from Jump to their CRM.

  • Talk Time: Shows how much each participant spoke in a meeting.

  • Use Analytics Keywords: Tracks custom keywords and topics across meetings.

  • Web Capture: Users can capture meetings in their web browser.

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