Who can share meeting notes?
Any user listed as the meeting owner
Any team admin of the meeting owner
Any account owner who has access to the notes
Who can request meeting notes?
Full users or Lite users listed as attendees on the meeting
When multiple people from one firm attend a virtual meeting (e.g., Zoom, Meet, Teams, etc.), Jump will generate just one set of meeting notes. This is because Jump doesn't want multiple people syncing duplicative notes and tasks to their CRM, which can jumble their records.
After a meeting, only one user will see these meeting notes by default. However, they can manually share meeting notes with their teammates. Firms can also configure their Compliance settings so meetings are automatically shared with all Jump users listed as attendees on an event.
In this article, we'll describe how Jump decides who should own the meeting, and what options you have for sharing the meeting or granting broad meeting visibility to your team from the get-go.
How does Jump decide who should own the meeting?
Here's the flow Jump uses to determine meeting ownership:
If a meeting owner is manually set before the meeting occurs, that person will be the owner.
If a Lite seat user would have been the owner and they delegate meeting ownership to a certain Full user, the Full user will be the owner.
If someone manually sent the notetaker to the meeting, that person is the owner.
Next, Jump considers only the pool of users who have the event on their calendar (in their Upcoming tab on Jump). From there, Jump weighs:
Jump users with automations (Full users)
The event organizer who has the event in their Upcoming tab in Jump. If the organizer is not a Lite user and has the event in Upcoming, they will be the owner even if "Automatically send notetaker to upcoming meetings" is turned off.
Jump users who have the notetaker set to automatically attend meetings.
Jump users whose full name is on the attendee list for the meeting.
The longest-tenured Jump user (the one who created the account).
If no one first the above criteria (for example, if no Jump user had the event on their calendar), Jump looks at all users in the account and follows the same flow for that broader set.
How to share a meeting with another Jump user in your account
If more than one Jump user needs to access the meeting, there are a few ways to go about sharing it. You can choose to manually share meetings on a one-off basis, or set up your account so meetings are shared automatically.
We have a more in-depth article on how to do so here: "How does sharing meeting notes with another Jump user work?"
Have questions about meeting ownership in Jump? Reach out to [email protected] for assistance.