Account, Admin & Settings
Managing your Jump account, permissions, compliance settings, and billing.
By Bailey and 3 others4 authors30 articles
- Jump Account settingsConfigure your users' experience in Jump.
- Compliance settingsControl what users on your account can access and how Jump captures, stores, and shares meeting data.
- How to manage users on your firm's Jump accountLearn how to add users, update permissions, and manage your subscription on your firm's Jump account.
- How to remove a user from JumpDid a colleague leave your firm? Here's how you can remove their Jump access.
- How to set up a team in JumpLearn how to share meetings through our teams tab in the Account settings section
- How to track your firm’s Jump usage with usage reportsLearn how to filter, customize, and export usage data to track how your firm adopts Jump.
- An overview of the No Recording capture modeNo Recording mode allows you to have notes for a meeting without saving audio or video recordings.
- How to add users to available seats on my accountManage your subscription by assigning pre-paid seats on your Jump account to team members.
- How to create and apply user configurationsLearn how to create, edit, and apply user configurations to create a standardized set of meeting types, automations, event filters, and signals.
- How to use Dark Mode in JumpAdjust the Jump interface to match your device settings or personal preferences with Dark Mode.
- How to configure Microsoft Intune App Protection Policies for Microsoft Account AdminsLearn how to target the Jump Android and iOS mobile apps with Microsoft Intune app protection policies.
- How to view & pay my invoicesLearn how to view your invoice history and pay any outstanding invoices.
- How to update my payment informationLearn how to update your payment information and choose a default payment method.
- How to update my billing contact informationLearn how to update your billing contact information.
- Jump Security and Data Privacy FAQsHow Jump protects client and firm data
- Sales Tax FAQs
- Understanding roles & permissions in JumpLearn how roles, seat types, plans, and account ownership work together to control access across your firm’s Jump account.
- Account owner startup guideGet your firm set up in Jump the right way with Account settings and Compliance settings.
- How to upgrade an existing user on my Jump accountLearn how to upgrade an existing user's seat on your Jump account
- How to manage users across child accounts with centralized billingLearn how parent accounts with centralized billing can add, deactivate, and manage users across child accounts.
- How to request a data export from JumpRequest a full export of your firm's meeting notes, transcripts, tasks, and recordings from Jump.
- User settingsLearn what you can change in your User settings, from your profile and notifications to calendars and integrations.
- How to control which features your users can accessChoose which Jump features and integrations your users can access from the Access restrictions tab.
- How to configure notetaker settings for your firmChoose when the notetaker joins meetings, how it looks, and how it handles phone calls for your firm.
- How to set your firm's capture mode and data retentionChoose whether Jump saves audio and video, and how long Jump keeps transcripts, media, and prep before deleting.
- How to manage capture consent, disclosures, and attestationManage how Jump confirms client consent, plays capture disclosures, and requires users to attest before syncing.
- How to manage meeting sharing, transcripts, and downloadsDecide who can see meeting outputs, and whether users can copy transcripts, download media, or export Insights.
- How to manage email and E-Comms compliance settingsControl summary email content, AI email disclaimers, notification preferences, and how outbound emails reach supervision.
- How to manage Forms & Documents compliance settingsControl Smart Form file uploads, archive copies, and how long Jump keeps form data and documents.
- How to control AI Associate settings for your firmSet content guardrails, integration access, and chat features for AI Associate across your account.