Welcome to Jar!

We are so happy that you have chosen Jar as your production management system and are glad to have you part of the Jar community!

In this quick start guide, we're going to go over the basic features of your account, so you can get up and running with your projects and requests. 

We're going to get your team set up, add your clients, and make your first request. 

Here's a quick video of how to get set up with Jar.

If you're more into reading, that's cool too. Let's get cranking.

Add a Team Member

One of the first things you'll want to do in Jar is add your team members if you have them. Your team members will be able to see exactly what requests they're responsible for and what their status is so they can get out of their inbox and back into work.  **Note: Having more than one team members requires upgrading to a pro plan.**

1.) In the menu, click on "Team". 

2.) Click "Invite Member"

3.) A pop-up box will appear. Enter their information (First name, last name, email, phone)

4.) Select their permission level.
     - Admin: An admin has full access to your Jar account and can add, edit, and delete information regarding clients, users, billing, and requests.  
     - Manager: A manager add, edit, and delete clients, and can access requests.  
     - Full User: A full user can access all requests.
     - Restricted Access: A restricted user can only see requests assigned to them and requests assigned to any group they are a part of. 

5.) Click "Invite Member"

An email asking them to confirm their email address will be sent immediately to the new user. Once they confirm their email address and select a password, they will have access to Jar. 

 

Add a Client & Client Users

Now that we have our team members, the next step is to add our clients in to Jar so they can start making requests. 

1.) In the menu, click on "Clients"

2.) Click "Add Client"

3.) A pop-up box will appear asking for your client's information. Add their company name in the "Client name" field, and enter a description in the "Description" field if desired. 

4.) Click "Create client"

5.) Click on the name of your newly created client. Here you will be able to invite individual users from the client's company you just added.  

6.) Click "Invite New Client User"

7.) A pop-up box will appear asking for additional details. Enter their information (First name, last name, email, phone)

8.) Click "Invite Client User"

An email asking them to confirm their email address will be sent immediately to your client. Once they confirm their email address and select a password, they will have access to Jar and be able to submit new requests through the app. Also, once they have made a request they will be able to see their submitted requests in the app.

Submiting a Request

Now that we have our team set up and our clients in the system, it's time to get to work and create some new work requests. 

There are three main ways to submit a request:

1.) You may submit a request on your client's behalf inside your Jar account.
Note: At this time, you cannot email a request into Jar as a team member - only confirmed client users may send in requests via email - for more information see #2 below.

2.) Your client may email a request in to Jar by emailing requests(at)inbound.jarhq.com

3.) Your client may log in to their Jar account and submit a new request by clicking the "new request" button in their menu bar

Let's cover each of these. 

1.) Submitting a request on your client's behalf

In the "Requests" tab of the menu bar, click on "New Request" in the upper right hand side of your screen. This will bring up a form that looks like this:
 

Here, you will enter the details of your clients request (your client will be able to see this information). Once you've added in all of the relevant information, check the "I have uploaded all final copy and resources" checkbox, then click "Submit Request". 

This will add the request to your list where you'll be able to edit it's status, assign a due date, group, designer, etc.

Your client will also be able to see this request in their application once submitted. 


2.) Your client may email a request in to Jar by emailing 

requests(at)inbound.jarhq.com

Clients can simply send an email to the above email address with a short description of the request as the subject line and the details of their request in the body of the email. 

Jar will recognize your client's email address and automatically add the request into yours and theirs request lists. 

Please Note: Your client must submit their request via the email address that is linked to their Jar account. If they use a different email address, Jar will not be able to determine where to route the request to. 

3.) Your client may submit a new request via the Jar app

The final option for creating a new request is to have your client submit a request through the application. 

All they must do is log in to their account, click "New Request". A form will appear. 


Here, they can enter in the details of their request and submit it. The new request will be added to the requests list in yours and your client's requests list. 

In all these cases, you will be notified that a new request has been submitted. 


Future Updates To This Process:
Jar is currently in beta. As we put Jar through it's paces, we'll be improving the software and releasing new features. This fall, we'll be releasing an update that will make some further improvements including:

  • Custom URL/domain (yourdomain.jarhq.com/[email protected])
  • White labeling
  • Custom intake forms
  • Updated navigation/UI for files

Stay tuned!

If this guide was helpful, click the smiley face button! If it wasn't, just let us know by hitting the chat icon in the lower right hand side and letting us know what you'd like to see.

 

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