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Settings holds the preferences that belong to you rather than your whole workgroup. Open it from the account menu.
  1. Secure your account. Confirm your email and phone number, and set a password.
  2. Set your time zone and clock so every timestamp is right.
  3. Choose your defaults. Pick the Contacts and Accounts views you prefer, and decide when the details sidebar opens.
  4. Connect your sending accounts. Open Messaging & sequences and connect your email, social, and phone accounts.
  5. Connect your tools. Open Workspace integrations to connect your calendar and other tools.
  6. Tune your contact layout so the sections you use most come first.
  7. Review enrichment. Check Waterfall enrichment if you use your own data providers.

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Account and security

  • Email address. Change the address you sign in with.
  • Phone number. Add or change your phone number.
  • Password. Set or change your password.
  • Profile photo. Upload or remove the photo that appears next to your name.

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Messaging and sequences

  • Email accounts. Manage connected email accounts and sending limits.
  • Social accounts. Manage connected social accounts and sending limits.
  • Phone numbers. Manage phone numbers and calling limits.
All three open the Throttle dashboard. See Sending accounts and limits.

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Integrations

Workspace integrations is where you connect Google, Microsoft, and other workspace tools. See Integrations.

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Appearance

  • Edit contact layout. Rearrange the sections of a contact profile. See Contact profiles.
  • Default views. Choose how each list looks when you open it from the navigation. Set Contacts to list or cards, and Accounts to the view you prefer.
  • Details sidebar. Choose what opens a record’s details in table and cards views. For contacts, accounts, and jobs, either the sidebar opens as soon as you select a record, or only when you use the expand button.
These preferences are saved to your Jobin account, so they follow you across browsers.

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Data enrichment

Waterfall enrichment configures enrichment steps, fallbacks, and data providers. See Waterfall Enrichment.

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Regional

  • Time zone. All timestamps in Jobin are shown in this zone.
  • Time format. Choose a 12-hour or 24-hour clock, with a preview before you select.

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Delete your account

You can delete your account from Settings. Jobin asks you to confirm it, and it blocks deletion while a paid workgroup is still set to renew automatically, so a subscription isn’t left running.

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How-to guides

Quick, step-by-step answers for common tasks:

Workgroup and members

Settings shared by your whole team.

Integrations

Connect your other tools.