Platform Settings
The Settings page of the JAAK Platform brings together the configuration of your account, your company, access, digital signature and KYC in a single place.
Introduction
The JAAK Platform concentrates the configuration of your account and your company on the Settings page. There you find, in a single place, your user preferences, your company information, your team's access and the configuration of the products.
Who can use it: the sections you see depend on your user's role and on the products enabled for your company. If a section you need is missing, ask JAAK to enable it for your account.
What you will find in Settings
| Section | What it contains |
|---|---|
| Account | Your user's data and preferences. |
| Company | Your company's general information and preferences. |
| Access | The people with access to your company and their roles. |
| Digital signature | Electronic signature configuration, for example Ask OTP at signing. |
| KYC | Identity verification configuration, for example Flows and Scoring in Fine-tuning. |
How to navigate
- Sign in to the JAAK Platform.
- Open Settings.
- Select a section in the menu on the left; the corresponding content is shown on the right.
The menu and the content scroll independently: you can go through all the configuration without losing sight of the menu.
FAQ
Why can't I see a section? The visible sections depend on your user's role and on what your company has enabled. Ask an administrator of your company to review your role or contact JAAK.
Where do I configure signature and KYC? Inside Settings, in the Digital signature and KYC groups. See Ask OTP at signing and Flows and Scoring in Fine-tuning.