Managing your team

This section is mostly for the people who look after the team in Jelly: the Owner and the Admins. It covers the team's settings, who's on the team, what it pays, and the work Jelly does in the background.

One page is for everyone: your preferences, where you set your own name, picture and signature, and how you sign in.

Getting to Settings

Open the account menu (your picture, top right) and choose Team settings. Only Admins and the Owner have it in their menu. Your own settings are under Your preferences in the same menu.

The account menu, where Your preferences and Team settings are

If you're a Member and follow a link to a settings page, Jelly says You can't do that here. The Members page is the exception: you can read it, but you can't change anything on it.

Finding your way around

Settings has a sidebar, in six groups:

Settings, with the Team page open and the six groups down the side

Group	What's in it
Team	Set up, Team, Members, and Billing for the Owner
Mail	Addresses, Connections (Gmail, Postmark, IMAP and SMTP) and Relayed senders
Organise	Labels, Contact labels, Fields and Mailboxes
Automation	Rules, Saved replies and Autoresponders
Integrations	API tokens, Webhooks, Contact cards, and Slack and Discord where they're available
Instance	Housekeeping, and Import from Jelly if it has been turned on

Set up is the checklist for a new team. It leaves the sidebar once everything on it is done.

Some of these pages belong to the Royal Jelly plan, which every trial includes. If your plan doesn't include one, the page says On the Royal plan instead. Billing lists what each plan includes.

If you belong to more than one team

Each team has its own Jelly, at its own web address, and you sign in to each one separately. In some places Jelly calls a team's own Jelly its instance.

Team settingsThe team's name and logo, the name your replies go out under, and how long you have to undo a send. People and rolesInviting people, choosing their role, and removing them when they leave. StatisticsHow the team's mail went over a week, a month or a quarter. BillingPlans, the free trial, paying, and what happens when a team doesn't. For the Owner. ReferralsYour team's referral link, and the discounts it earns you and the teams you refer. Your preferencesYour name, picture and signature, and how you sign in. HousekeepingThe background job that wakes snoozed conversations and sends scheduled mail. Usage reportingThe figures a Jelly sends us once a day, and who can turn that off. Connecting a self-hosted JellyFor whoever runs a self-hosted Jelly: using Jelly's support and other services.

Start with team settings