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:
First, the owner of a meeting will be the user who was set as the meeting owner before the meeting occurred, if the meeting owner was set.
Second, the owner of a meeting will be user who is delegated to be the meeting owner if a particular lite seat user would have been the meeting owner and has delegated meeting ownership.
Third, the owner of a meeting will be the user who manually sent the notetaker to the meeting, if the notetaker was sent manually.
Next, Jump will consider only the pool of users who have the event on their calendar (in their Upcoming tab in Jump).
From there, Jump will weight the following:
The Jump user with automations (Full users).
The Jump user who was the event organizer and had the event on their Upcoming tab in Jump.
The Jump users who have the notetaker set to automatically attend meetings.
The Jump user whose full name is on the attendee list for the meeting.
The longest-tenured Jump user (the one who created their account first).
If no one fits the above criteria (i.e., no Jump user had the event on their calendar), look at all users in the account. You can follow essentially the same flow, but for that set of users.
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.