1. Profile settings
Overview of My Profile menu
The page My profile is organized in 6 blocks: User profile: this block gathers your general information: contact information (that can appear if you wish on your documents) country and time zone (required for Jarvis tools to synchronize) and your ...
Add time preferences
In the Settings> My profile page, in the Preferences section, you can add or edit time entries quick-add buttons that you can use when adding time entries. Indeed, instead of manually entering time values, you just click on these buttons. Example: ...
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 task preferences
In the Settings, in the Tasks page, you can: Activate/Deactivate the display of a window with your task for the day whenever you log into Jarvis Set up a default sharing option for your tasks Allow or not to see all the tasks created, even if they ...
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 ...
Popular Articles
Access to Settings
Access to parameters To access your settings, click on your initials or photo in the top right corner. Then click on "Settings" to access it. In the Settings, you will be able the content you can customize. IMPORTANT: the Settings menus displayed on ...
Managing the roles of linked contacts
When you create or edit contacts, or when you manage parties of a matter, you have the opportunity to add linked contacts and indicate what role they have. At any time from the Customizable Settings List menu (1), you can add new roles (2), change ...
Manage the types of parties within your matters
When creating or modifying a folder you can add, in addition to the client, other parts: opponent, expert, etc. At any time from the Customizable List of Settings menu (1) you can add new game types (2), change existing typologies (3), or even delete ...
Disable one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...
Change the password of one of your users
This setting is only available to users with the "User Change" right (see articleChange the profile of your users). Appointments to yourParameters> Company > Users & Teams (https://secure.jarviscloud.fr/law-firm/users) Click on thebutton of actionsto ...