Who can access this feature?
Account owners on Meet, Onboard, and Grow accounts
Still on Core or Scale?
How to view current users on your account
Account owners can access Account settings by going to Profile & settings > Account settings in the left-hand navigation panel.
Click on Users to view the current 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).
Additionally, in the Teams tab of Account settings, you can assign team admin roles to specific users. Team admins can see other team members' meetings and notes.
Note: If you don't see the Account settings tab, 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 apply account-level permissions to standard users
On the Users page, account owners can assign two account-level permissions to Standard users — Compliance and Insights — without granting full account-owner access to those users.
These roles provide specialized visibility into key parts of your firm's Jump account.
From the Users page, click the Standard user's name from the list and scroll down to the Permissions section of the pop up box. In the Additional permissions field, select either Compliance, Insights, or both depending on your needs. Click Save when finished.
Insights Admin
Can view Insights across all users in the account.
Can edit Insights reports, scorecards, and settings in the Insights section of Jump.
Can access the Reports tab.
Cannot access billing, user management, or the Compliance tab.
Available for firms on the Scale plan.
Compliance Admin
Can view and edit compliance reports and compliance settings across all users in the account (via the Compliance tab).
Can access the usage reports section of the Reports tab.
Cannot access billing, user management, or the Insights tab.
Ideal for teams that need a dedicated compliance lead without full account owner privileges.
Tip: Assigning these permissions helps your firm share accountability across specialized functions — without over-granting permissions like billing access or user management. Standard users can have one or both permissions.
How to add new users
You can add new users manually by going to Profile & settings > Account settings > Users.
Click the Invite users button in the top right corner, then click the Add Users button in the box that comes up. There is also the option to Import from CSV in bulk.
You will provide the full name and email of the new users, in addition to selecting their product type(s) and optionally assigning them to any team(s) you have set up.
If you need to add more than one user, click the Add Another 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.
Note: If you want to upgrade an existing user on your account (e.g., from a Lite user to a Full user), click their name and select the product they should have instead. Be sure to click Save & Pay Now to complete your changes.
How to deactivate users
You can deactivate one or more users by selecting their name(s) > clicking the More drop down menu, and clicking Deactivate users.
A pop up box will review deactivation and ask you to confirm by clicking the Deactivate user button.
You can learn more about this process here.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]