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Account settings

To manage your Juicebox account, click on your name/organization at the bottom of the left-hand menu, then select ‘Account Settings.’ This opens up your account menu, which is organized into three main sections:
  • Personal
  • Organization
  • Data & sourcing

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Personal

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Mailbox and Emails

Here, you can connect or switch your mailbox, add a custom signature, and enable candidate reply notifications. These updates will be sent to your inbox and include the candidate’s profile (not visible to the candidate). You can also enable automated reminders, link tracking or limit outreach to verified domains only — reducing bounce rates.

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Email Signatures

Clicking Manage Signatures will take you to the Integrations tab. From there, you can:
  • Add new signatures
  • Edit or duplicate existing ones
  • Assign a signature to a mailbox
  • Delete a signature
Any changes will apply to all mailboxes and active sequences using that signature.

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Export Preferences

When exporting talent profiles to CSV, you can choose to include up to 15 optional fields — such as GitHub, Behance, or personal websites (when available). Learn more about how to export profiles.

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Your Invitations

If another organization has invited you to join their Juicebox workspace, you’ll find pending invitations here.

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Organization

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General

View and update organizational settings. These settings affect all users in the workspace. Organization settings include:
  • Organization name
  • Organization logo
  • SSO configuration (available on the business plan)
  • Allow single exports
  • Allow bulk exports
  • Only export with contact info
  • Add nots for Stack Rank and Agents
  • Multiple active sequences per candidate
  • Auto-enroll with fallback after email bounce
  • Force include unsubscribe link
  • Enforced footer addendum
  • Organization email sending limit
  • Monthly usage reports (available on the business plan)

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Team Members

Invite teammates or hiring managers to your Juicebox organization. Set their permissions to either:
  • Full Access
  • View-only
Learn more about inviting Hiring Managers.

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Plan and Billing (For free, starter or growth plans)

In this tab, you can:
  • Update your subscription plan
  • Change your payment method
  • View billing history
  • Cancel your plan
  • Enable billing email notifications

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Credits

See your available credits for contacting, exporting, or generating Smart Reports. If you run out, you’ll be able to request more.

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Export history

View a log of your previous exports along with the fields configured in your export preferences.

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Agents

Manage existing agent limits or add new agents to your organization from this section. Learn more about what agents can do in your workflows.

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Data & sourcing

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DNC Companies (Do Not Contact Company Settings)

Add companies to your organization’s DNC list to exclude contacts working at selected companies from email sequences and search results.You can also enable auto exclude, which automatically filters out profiles from these companies for the entire team.

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DNC Countries (Do Not Contact Country Settings)

Add selected countries to exclude them from email sequences and search results. Enable auto exclude to automatically filter out profiles from these countries for the entire team.

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Presets

Manage reusable preset lists for search filters here. Presets let you save and reuse commonly used search criteria so you can launch searches faster and keep requirements consistent across roles. Use Juicebox’s pre-built presets or create your own custom presets for the types of candidates your team searches for most often.

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ATS

Use this page to keep Juicebox projects, Agents, and ATS workflows aligned.⁠ ATS Settings let admins manage their ATS connection, configure automated exports, and control how candidates move from Juicebox into the right ATS job or stage. ATS integration is available on the business plan.

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Memory

Manage the preferences and guidance Juicebox uses to personalize AI-generated work across your workspace. Memory Settings help Juicebox remember your team’s preferences, feedback, and instructions so future searches, Agents, and AI-generated outreach are more aligned with how your team works.