Who can access this feature?
Account owners
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 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).
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
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.
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
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.
To successfully add new users, you will need their first and last names, their email addresses, and their preferred seat type (e.g., Full or Lite).
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.