Who can share meeting notes?
Any Full user listed as the meeting owner
Any team admin of the meeting owner
Who can request meeting notes?
Any user (Full or Lite) listed as an attendee on the meeting
When multiple people from one Jump account 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 fits 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 with attendees automatically.
We have a more in-depth article on how to do so here: How does sharing meeting notes with another Jump user work?
Can anyone else see my meetings?
On Grow accounts, account owners can allow account owners or insight admins to view meetings that are linked from Grow features like dashboards, Pulses, and Scorecard reports. This is set in Compliance settings > Meeting data > Meeting
visibility for Grow features, and it's off unless an account owner turns it
on.
Roles granted this access can view those meetings only. To edit a meeting,
they still need to be a team admin or have the meeting shared with them.
Note: Private meetings are not affected. If a meeting is marked private,
users who aren't invited to the calendar event still can't see it, even with
Grow feature visibility enabled.
Frequently asked questions (FAQs)
If I turn on the notetaker for a meeting, does that change who the meeting owner is?
If I turn on the notetaker for a meeting, does that change who the meeting owner is?
No, toggling on the notetaker doesn’t change meeting ownership, so you stay the owner if you already were, and you don’t become the owner if someone else was selected. Ownership only changes if someone is set as the meeting owner before the meeting, or if someone manually sends the notetaker when no owner has been set.
How do I make sure a specific person owns a meeting?
How do I make sure a specific person owns a meeting?
Set that person as the meeting owner before the meeting starts, and your selection overrides Jump’s automatic ownership logic. Before the meeting, you can choose only Jump users on your account who have the event on their Upcoming tab. Learn more about this process with this help center article: How to set the meeting owner or event type before a meeting begins.
Why doesn’t the name on my notetaker match the meeting owner?
Why doesn’t the name on my notetaker match the meeting owner?
The notetaker shows the preliminary owner, which is who Jump expected to own the meeting when the notetaker was scheduled. The final owner can differ if ownership was delegated to a Full user or changed after that point.
What happens if other attendees are on a different Jump account than I am?
What happens if other attendees are on a different Jump account than I am?
Jump determines ownership separately within each account and doesn’t share meetings across accounts, so each account that sends a notetaker generates its own notes.
Why are there multiple notetakers in my meeting?
Why are there multiple notetakers in my meeting?
Within one account, Jump avoids sending duplicate notetakers to the same event, but each Jump account can send its own, and someone can manually send an additional one.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]