Who has access to these settings?
Account owners
Compliance admins
Control who at the firm can see meeting outputs and what users can copy, download, or receive by email.
To access these settings, go to Profile & settings > Compliance > Meeting data.
Meeting sharing
Choose how meetings are shared between members of your firm. Under Meeting sharing defaults, choose one:
Allow users to select: Allow each user to manage meeting sharing preferences.
Share meetings with Jump attendees automatically: Any Jump users in your account who are attendees of a meeting (either from calendar invites or manually added) will automatically have access to the meeting outputs.
Meeting owners review share requests: Any Jump users in your account who are attendees of a meeting will be able to send a "share request" to the meeting owner to view and edit meeting outputs like notes, follow-up tasks, etc.
Note: If you choose Allow users to select, users set their own default under Profile & settings > User settings > Preferences > Meeting sharing.
Transcript redaction choices
Choose the types of information to redact from meeting transcripts. Redact the following types of information:
Account Numbers
ABA Numbers
Credit Card Numbers
Driver's License Numbers
Passport Numbers
Social Security Numbers
State Identification Numbers
Ability to copy the transcript or download media
Decide whether users can copy transcripts or download meeting media:
On: Allow users to copy the transcript or download media.
Off: Don’t allow users to copy the transcript or download media.
Insights downloads
Choose whether users can download Insights CSV or PDF files, or generate Insights reports:
On: Allow users to download Insights CSV or PDF files, and generate Insights reports.
Off: Don’t allow users to download Insights CSV or PDF files, or generate Insights reports.
Note: Pulse PDF exports and Pulse report generation stay available even when this is set to Off.
Email meeting transcripts to
Jump automatically emails meeting transcripts to these addresses after each meeting finishes processing. Private meetings are not included.
Use this feature to send a copy of every meeting transcript to your firm’s archiving or supervision system. Many firms add the email address their archiving provider uses to capture communications.
Important: Transcripts may contain sensitive client information. Add email addresses with that in mind.
Meeting visibility for Grow features
Allow Account owners and Insights Admins to view meeting details from Grow features like dashboards, Pulses, and Scorecard reports. Adding these roles grants view access only. To edit a meeting, they still need to be a team meeting admin or have the meeting shared with them.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]