Settings and preferences in Jarvi

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Jarvi’s settings and preferences allow you to adapt the platform to your needs and those of your team. You can access them at any time to personalize your experience, manage your connections, templates, statuses, and much more.

Accessing settings

1. Open Jarvi and access your preferences

   • Click on your profile icon or the dedicated menu, then select Settings or go directly to /settings/general.

2. Navigate between different settings categories

   • Settings are organized by categories to make navigation easier. Here are the main available categories:
     • General: interface language, privacy, password, Google/Microsoft login, sending schedule management, etc.
     • Emails, calendars and phones: connect your emails, calendars, manage the scheduler (appointment booking), etc.
     • Templates: manage and customize message templates, emails, etc.
     • Statuses: customize statuses for projects, profiles, companies, and protect certain profiles.
     • Input fields: add or modify custom fields for projects, profiles, companies.
     • Interaction types: add other types of actions or history entries (call, appointment, resume / CV sent, etc.).
     • Advanced features: automations (triggers), team management, WhatsApp/Telegram connection, jobboard management, etc.

Examples of possible actions in settings

• Change the interface language or your privacy preferences
• Connect or disconnect an email account, calendar, WhatsApp or Telegram
• Create, modify or delete message templates
• Add new statuses or custom fields
• Manage your team’s roles and permissions
• Set up automations (automatic sends, reminders, sequences, etc.)