Who can access this feature?
Account owners
How to view current users on your account
Account owners will see the Account settings tab in the left-side navigation panel in Jump.
Click on Account settings > Subscription & users to view your current subscription and a list of users associated with your firm's Jump account.
The user list provides an overview of the teams each user is on, their permissions within those teams (e.g., if they're a Team admin), and their account permissions (Standard or Account owner).
Note: If you don't see "Account settings" in the bottom left corner of Jump, you are not an account owner. Reach out to your firm's account owner to request details and make changes to your subscription.
How to add new users
Self-serve accounts (those signed up for Jump without help from a sales rep) will have the ability to add new users to their subscriptions at any time.
If this applies to you, under Account settings > Subscription & users, you'll find an Add users button above the list of current users.
Click on the button and a pop-up window will appear. Here, you can enter the new user's name and email address, select their seat type, and add them to existing teams (where applicable).
If you need to add more than one user, click the Add user button within this window to complete this process for each additional user.
Not sure whether to choose a Full or Lite seat? Check out this guide to understand the main differences between the two options.
This window will also provide you with updated billing details based on the changes to your subscription.
After entering the required details, click the Pay & send invites button. The new user(s) will receive an email invite from Jump to gain access to the account.
If you signed up for Jump with a sales rep, you'll see the following message below the user list:
To add users to your account, you'll need to reach out to [email protected] with the full name, email address, and seat type for each new user. We will update your subscription accordingly.
How to remove users
If account owners need to revoke account access from certain users or transfer their seat to another colleague, reach out to [email protected] for assistance.
You can learn more about this process here.