Managing the roles of related contacts

Managing the roles of related contacts

When you create or edit contacts, or when you manage parts of a folder, you have the opportunity to add related contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change existing roles (3), or even delete them (4).

1. 1. Access to the customization menu of related contacts

This settings menu is only accessible to users with aprofilewith the right "Access to the menu Customizable lists in settings" enabled.
  1. 1. 1. Appointments in theparameters of your session

  2. 2. Click on the menuCustomizable liststhen on the submenuRelated contacts(https://secure.jarviscloud.fr/settings/matter/relationship-type/list)


2. Add new roles

You can add a new type of role for your related contacts in two ways:
  1. Either directly when setting related contacts (2.1)
  2. Either via parameters (2.2)

2.1 Addition of a new type of role from the related contacts creation/modification page

  1. 1. 1. In the page for creating / modifying related contacts click on the "Retle of the linked contact" field

  2. 2. Type the name of the new role to add, then click on the text "It's a..." which appears just below


2.2 Addition of a new type of role from parameters

  1. 1. 1. Go to the personalization menu of related contact roles (see paragraph 1)

  2. 2. Click on the buttonAdd a role to the


  1. 3. Enter the full name of the new role, then click on the buttonConfirm


3. Edit a role

  1. 1. 1. Go to the personalization menu of related contact roles (see paragraph 1)

  2. 2. Click on the buttonEdit(grey button with a pencil pictogram) to the right of the role to be modified


  1. 3. Change the name and click the buttonConfirm

4. Delete a role

  1. 1. 1. Go to the personalization menu of related contact roles (see paragraph 1)

  2. 2. Click on the buttonRemove(red button with a basket pictogram) to the right of the part to be deleted


Attention: It is not possible to delete a typology that is used in a folder.

    • Related Articles

    • Managing the firm's VAT rates

      This setting is only available to users with administrator rights. At any time, you can in Jarvis Legal to add new VAT rates and set the VAT rate per Firm. These rates will be used in theinvoicing files. Go to your account Settings, select ...

    • Setting up a new user

      Add a new user See article "Add a new user". Determine user information Jarvis Legal users with aProfile User Profileallowing them to manage Users can at any time modify a certain amount of information: identity, hourly rate HT if applicable, user ...

    • Change the hourly rate of a user and that of their activities

      You can change your hourly rate and select if this change will apply to all unbilled activities related to this user. In the Settings>"My profile", click on pencil icon in the Information block. Change the hourly rate and activate the below toggle, ...

    • Set up Notifications preferences

      In the Settings, in the Notifications tab, you can manage your notifications preferences. Activate/Deactivate the toggles related to the notifications you want to receive/block. You can change your choices at any time. Theses changes will ...

    • Overview of Jarvis interface

      When you first log into Jarvis, you directly arrive on the Dashboard menu. Jarvis interface consists of a sidebar listing all the menus (left side of your screen) and a navbar that lists shortcuts to different features including the Settings or the ...