Title: Jara — Knowledge Base & User Guide Product: Jara — the intelligent Marketing Operating System (iMOS) for agencies and in-house teams Version: 2.0 Last updated: 2026-07-17 Maintainer: [set an owner] Canonical product name: Jara ⚠️ Verify — standardise "Jara" (not "Jara Agency OS" / "Agency Operating System") across product, marketing, and docs.

How to use this guide

Every major section carries a one-line metadata banner so you (and Jamar) can tell at a glance who a feature is for:

Applies to Agency / SME / Both · Plan minimum tier · Role who can use it · Flag feature flag, if any · Reviewed last-reviewed date

Two conventions used throughout:

• ⚠️ Verify marks a statement that was assumed during the last revision and needs confirming against the live product. Treat these as open tickets, not settled fact.
• Canonical tables (Plans, Roles, Feature Availability) live once, in the Reference section. Everywhere else links to them rather than restating them — so entitlements can never drift out of sync again.

Table of Contents

Reference (canonical)

1. Plans & Pricing
2. Roles & Capabilities
3. Feature Availability & Flags
4. Agency Mode vs SME Mode

Using Jara 5. Welcome to Jara 6. Getting Started 7. Dashboard & Navigation 8. AI in Jara — Jamar, Agents & Data Handling 9. CRM — Clients & Pipeline 10. New Business — Proposals, Contracts, Invoices, RFPs 11. Project Delivery 12. Studio — Content & Marketing 13. Calendar 14. Analytics, Reporting & Client Reports 15. Email Inbox 16. Agency Management 17. Client Portal & Public Links 18. Billing & Subscription 19. Settings & Integrations 20. SME Mode

Getting things done & getting help 21. Common Workflows 22. Limits & Quotas 23. Security & Data 24. Keyboard Shortcuts 25. Troubleshooting 26. FAQ 27. Known Limitations — What Jara Can't Do 28. Glossary 29. Getting Help 30. Changelog

Reference (canonical — single source of truth)

These four tables are the authoritative source for plans, roles, and feature gating. Every other section links here instead of repeating the facts.

1. Plans & Pricing

Applies to Both · Plan — · Role All · Reviewed 2026-07

Trial: every new workspace starts with a 14-day free trial that unlocks Agency Business features (including AI Agents and automations) so you can evaluate the platform fully. No payment details are required to start; a trial countdown shows in the sidebar. Enterprise-only capabilities (custom integrations, unlimited seats, priority support) require an Enterprise plan. When the trial ends you choose a plan — your data is preserved either way. ⚠️ Verify — confirm the exact trial tier and the precise feature set each plan unlocks against the billing/entitlements configuration, then lock these values here.

Jamar (the built-in assistant) is available on every plan, including the trial. The hireable AI Agent roster is an Agency Business feature. See §8 for the distinction.

2. Roles & Capabilities

Applies to Both · Plan All · Role Owner/Admin manage roles · Reviewed 2026-07

Jara uses capability-based RBAC: each role is a named bundle of capabilities (e.g. crm.manage, team.manage, invoices.manage). When RBAC enforcement is ON, every create/update/delete is gated by the acting user's capabilities.

How each role is assigned

• Owner — the person who created the workspace. The Owner role cannot be changed or transferred in-app. ⚠️ Verify whether ownership transfer is supported via support.
• Admin / Member / Viewer — invited at Agency → Team → Invite Member, or changed later at Agency → Team → People. Only Owners and Admins can set these.
• Client — invited at Agency → Team with the Client role; on login they are sent to the Client Portal (/portal) and never see the internal app. See §17.

The capability matrix is customisable per tenant at Agency → Roles and Permissions — a tenant can override the defaults above. The role Library ships with a set of ready-made role templates you can adopt or clone. ⚠️ Verify the current template count if you want to cite a number.

3. Feature Availability & Flags

Applies to Both · Plan varies · Role Owner/Admin toggle where noted · Reviewed 2026-07

Some capabilities are gated behind feature flags in addition to plan tier. This table is the one place that maps each flagged feature to its plan, mode, and who can turn it on.

⚠️ Verify — the plan column and the "enabled by" column are assumptions. Confirm each against the flag/entitlement configuration and correct here; every other section defers to this table.

4. Agency Mode vs SME Mode

Applies to Both · Plan All · Role All · Reviewed 2026-07

Jara runs in one of two modes per workspace (tenant). Mode is set when the workspace is provisioned. ⚠️ Verify how mode is chosen/changed (self-serve during onboarding vs. support-set).

See §20 for the SME getting-started path.

Using Jara

5. Welcome to Jara

Applies to Both · Plan All · Role All · Reviewed 2026-07

Jara is an intelligent Marketing Operating System (iMOS). It combines CRM, new-business documents, project delivery, content and marketing, AI assistance, invoicing, and client collaboration in one place — so a team can run the entire client (or campaign) lifecycle without stitching tools together.

Who Jara is for (customer segments)

• Marketing agencies and creative studios
• Professional-services firms (consulting, training, advisory)
• In-house / SME marketing teams running a single brand (see SME mode, §20)

User types (roles inside a workspace — full detail in §2)

What you can do with Jara

• Win new business — proposals, contracts, and invoices with branded public links.
• Manage clients — full CRM with accounts, contacts, and a deal pipeline.
• Deliver work — projects, tasks, time tracking, and proof approvals.
• Create content — editorial calendar, brand kit, website builder, and campaigns.
• Work with AI — Jamar drafts content, summarises email, and executes tasks; hireable AI Agents extend your team (Business+).
• White-label everything — branded client portal, public documents, and custom domains (Agency, Business+).

6. Getting Started

Applies to Both · Plan All (trial = Business tier) · Role Owner on signup · Reviewed 2026-07

Creating your account

1. Go to jara.marketing and click Sign Up.
2. Enter your email and create a strong password (at least 8 characters; a passphrase is recommended). ⚠️ Verify the enforced minimum matches this.
3. Choose your workspace type (agency or in-house/SME) and team size during onboarding.

Your workspace is provisioned automatically with a 14-day trial on Agency Business features (see §1), an auto-generated Brand Kit with default colours and fonts, and access to your plan's features.

Tip: use a +alias email (e.g. you+agency@gmail.com) to spin up test workspaces on one mailbox.

First login

You land on the Today dashboard. Recommended first steps:

1. Set up your brand — Studio → Brand: upload your logo, set colours, configure typography.
2. Add your first client — Clients → Accounts → + Add Account.
3. Invite your team — Agency → Team → Invite Member (Agency mode).
4. Meet Jamar — open Jamar from the sidebar.

In-house/SME team? Start with §20 instead — some of the above is agency-only.

Inviting team members

Agency → Team → Invite Member → enter email → pick a role (Admin, Member, or Viewer) → send. To add a Client, invite with the Client role (§17). Role definitions are in §2.

7. Dashboard & Navigation

Applies to Both · Plan All · Role All · Reviewed 2026-07

The Today dashboard

Your command centre: recent activity, open tasks assigned to you, upcoming deadlines and calendar events, key metrics (client count, revenue, active projects), and quick actions.

Sidebar

Top chrome (always visible): Jamar · Today · Calendar · Inbox · Analytics.

Task groups:

Agency section (Agency mode only): Team · Roles and Permissions · Products · Strategy · Conflicts · Automations · Reporting · Plans & Billing · Configurations.

Sidebar controls

Collapse/expand with the collapse icon or Ctrl/Cmd + B; your preference persists across sessions. Collapsed icons show tooltips on hover. On small screens the sidebar opens as a drawer from the hamburger menu.

Command Palette

Ctrl/Cmd + K opens the Command Palette to search any page, jump to a client/project/proposal, reach collapsed items, and run quick actions.

Theme

Toggle Light / Dark with the sun/moon icon in the sidebar footer; your choice is saved automatically.

8. AI in Jara — Jamar, Agents & Data Handling

Applies to Both (Agents: Agency, Business+) · Plan Jamar All; Agents Business+ · Role All · Reviewed 2026-07

Jamar (the assistant)

Jamar is your AI assistant, available from every page — via the sidebar, the floating button (bottom-right), or the Command Palette. Jamar can:

• Answer questions about your data — "How many deals are in my pipeline?", "Show my overdue tasks", "What's total revenue this month?" Jamar answers from your actual workspace data, and tells you when the information doesn't exist or isn't available to your role rather than guessing.
• Execute actions — "Create a task 'Follow up with Acme' due next Friday", "Draft a blog post about AI marketing trends", "Schedule a meeting with John Doe tomorrow at 2 PM."
• Work your inbox — summarise threads, draft brand-voice replies, and turn action items into tasks (see §15).

Jamar keeps a searchable multi-chat history and respects your timezone (IANA, e.g. America/Toronto) when scheduling.

AI Agents (hireable roster) — Agency, Business+

Beyond Jamar, an agency can hire specialised AI Agents that appear alongside human team members: Agency → Team → Roster → browse the Hireable Catalog → hire an agent → assign it work like any teammate.

AI & data handling

⚠️ Verify every statement in this subsection against the actual AI configuration and the Privacy Policy/DPA before publishing — this is the section users and buyers scrutinise most.

• Model provider. Jara's AI features are powered by [Google Gemini]. ⚠️ Verify the current provider/model.
• What is sent. To answer a question or run an action, Jara sends the relevant slice of your workspace data (and your instruction) to the model provider. Only data your role can access is used.
• Training. Your workspace data is not used to train third-party foundation models. ⚠️ Verify and state the provider's data-use terms explicitly.
• Retention. AI request/response logs are retained for [period] for reliability and abuse-prevention. ⚠️ Verify.
• Controls. Administrators can [enable/disable AI features per workspace]. ⚠️ Verify what opt-out actually exists.
• Where this is governed. AI data handling is covered by the Jara Privacy Policy and the Data Processing Addendum (DPA). ⚠️ The DPA is referenced by the Terms and Privacy Policy and must be finalised — link it here once published.

9. CRM — Clients & Pipeline

Applies to Both · Plan Starter+ · Role Member+ to edit · Reviewed 2026-07

Accounts (client companies)

Accounts represent the organisations you serve. Add one at Clients → Accounts → + Add Account.

Account detail page shows Overview (info, type badge, lifecycle stage), Contacts, Deals, Projects, and an Activity timeline. A Portfolio (Kanban) view groups accounts by lifecycle stage.

Account lifecycle stages

"At Risk" is not a stage — it's derived from health scores and flagged visually within a column.

Contacts

The people at your client companies. Add at Clients → Contacts → + Add Contact (First/Last name, Email, Phone, Job Title) and associate with an Account. Contacts have a full profile and activity timeline, are auto-matched to synced email, can be linked to deals, and are checked for duplicates.

Deals & Pipeline

Track opportunities from lead to close at New Business → Pipeline → + Add Deal (Deal Name, Amount, Stage, Probability, Expected Close Date; associate an Account and Contact).

Tip: drag and drop deals between columns to update stage instantly.

Reviews

⚠️ Needs content. "Reviews" appears in the Clients group but has no documented behaviour. Confirm what it is (client/account review cycles? testimonials/reputation? approval reviews?) and document: what it's for, how to create/run one, who can see it, and how it relates to Reporting and the portal. Placeholder kept so the nav item is not orphaned.

10. New Business — Proposals, Contracts, Invoices, RFPs

Applies to Agency (SME: proposals/invoices ✅) · Plan Starter+ (RFPs Business+) · Role Member+ · Reviewed 2026-07

Proposals

Create branded proposals at New Business → Proposals → + Create Proposal (Title, Client, Contact, Value, Scope/Description, Line Items). Save as draft, then Share to generate a branded public link (/p/[token]) the prospect can view without logging in — logo, colours, full line items, Accept/Decline buttons, mobile-responsive. Public-link details are in §17.

Contracts

Formalise agreements at New Business → Contracts → + Create Contract (Title, Client, Contact, Start/End dates, Terms, Value), or generate from an accepted proposal (data pre-populates). Send for signature; clients sign from the public link (/c/[token]). Version history is kept. This is the Proposal → Contract → Invoice pipeline (see the workflow in §21).

Invoices

Bill clients at New Business → Invoices → + Create Invoice (Client, Contact, Line Items, Due Date, Terms/Notes). Invoices auto-number (e.g. INV-001), track status Draft → Sent → Viewed → Paid → Overdue, expose a branded public payment link (/i/[token]), accept Stripe payments when configured (§18), and export to PDF.

RFPs — Business+, Full Service Tools flag

For agencies receiving incoming requests: New Business → RFPs to review submissions, assess fit, and convert to deals/proposals. Availability is governed by the Feature Availability table (§3).

11. Project Delivery

Applies to Both · Plan Pro+ · Role Member+ · Reviewed 2026-07

Projects

Track client work at Deliver → Projects → + Create Project (Name, Client, Start/End, Budget, Description, Team). The detail page shows dates, budget, team, and status, plus Tasks, Proof approvals, Time tracking, and status updates.

Tasks

Break work down at Deliver → Tasks (or from a project) → + Create Task (Title, Description, Assignee, Due Date, Priority, Project; optional Contact/Deal). Tasks support a Kanban board, list view, appearance on Today, comments & @mentions, and recurring schedules.

Time Tracking — timeTrackingEnabled

Log hours at Deliver → Time Tracking → + Log Time (Project, optional Task, Hours, Date, Description). Includes a utilisation dashboard, billable vs. non-billable categorisation, export, and budget burn (actual vs. budgeted). Gated per §3.

Proofs & Approvals

From a project, Submit Proof (upload or link the deliverable). The client is notified and can Approve / Request Changes / Reject in the portal or via a public link (/proof/[token]); status updates in real time. (Same proofs surface in the Client Portal, §17.)

12. Studio — Content & Marketing

Applies to Both (some tools Agency, Business+) · Plan Pro+ · Role Member+ · Reviewed 2026-07

Content calendar

Plan and schedule content at Studio → Content (Calendar / List / Grid) → + Create Content (Title, Channel, Scheduled Date, Body, Client). Save as draft or schedule for automatic publication. Status lifecycle: Draft → Scheduled → Published → Archived. Click the ✨ AI icon to generate a draft, apply your brand voice, and score content against brand guidelines.

Brand Kit

Your visual identity hub at Studio → Brand (auto-generated at signup). Edit Logo, Primary/Secondary colours, Typography, Tagline, and Brand Voice (tone, personality, vocabulary). Brand settings apply to public proposals/contracts/invoices, portal branding, and AI-generated content. Brand Wizard offers a guided step-by-step setup.

Websites & Domains

Build client sites at Studio → Websites (visual editor, layouts, content blocks, publish). Connect custom domains at Studio → Domains (add domain, follow DNS steps, assign to a site or portal). Custom domains are Business+ (§3).

Forms, Campaigns

Forms — lead-capture forms/surveys with submission actions (email notification, CRM contact creation), embeddable or shareable. Campaigns — manage campaigns with goals, budget, timeline; link content, ads, and events; track performance.

Full-Service tools — Business+, Full Service Tools flag

Ads, PR, CRO, SEO, Competitors, and Events are governed by the Feature Availability table (§3).

13. Calendar

Applies to Both · Plan All · Role All · Reviewed 2026-07

The Calendar (top chrome) shows appointments, meetings, and scheduled events, and reflects deadlines surfaced on Today. When email is connected (§15), calendar events sync from Google Workspace / Microsoft 365. Jamar can create events in your timezone ("tomorrow at 2 PM").

⚠️ Confirm scope: two-way sync vs. read-only, per-client calendars, and whether scheduled content/campaign dates appear here. Document create/edit steps once confirmed.

14. Analytics, Reporting & Client Reports

Applies to Both · Plan Analytics All; advanced reporting Business+ · Role Viewer+ · Reviewed 2026-07

Three related but distinct surfaces — this section exists to keep them from being confused:

• Analytics (top chrome) — cross-workspace performance dashboards for your team: pipeline, revenue, delivery, utilisation. For internal monitoring.
• Reporting (Agency → Reporting) — build client-facing performance reports (KPIs, charts, insights) and schedule automated delivery. This is where QBRs are produced.
• Client Reports (Client Portal) — how a client views the reports you shared, with approval tracking (§17).

⚠️ Confirm the exact metric set in Analytics and whether it is plan-gated; document the report builder fields.

15. Email Inbox

Applies to Agency · Plan Business+ · Flag emailIntelligenceEnabled · Role Member+ · Reviewed 2026-07

A full email client with AI, gated per §3. Connect at Inbox → Connect Email / Add Account → choose Google Workspace or Microsoft 365 → complete OAuth → email syncs automatically.

Layout (Gmail-style 3-pane): a left rail (folders, connected accounts with unread badges, Sync Now), a searchable message list (paginated, debounced search), and a reading pane (HTML sanitised for XSS-safe rendering).

Features: send/receive with reply, reply-all, forward; auto-match senders to CRM contacts; Summarize with Jamar (key points + action items); AI draft reply in your brand voice; create task from an email; archive/organise; periodic background sync.

16. Agency Management

Applies to Agency · Plan Pro+ (AI Agents & automations Business+) · Role Owner/Admin · Reviewed 2026-07

Team

Manage human and AI members at Agency → Team, across four tabs: People (name, email, role, status), Roster (humans + AI Agents as "seats"), Invitations (pending), Org Chart (structure). Change a role at People (Owner/Admin only; the Owner role can't be changed). Remove a member from the Team page — access is revoked immediately. Role detail is in §2.

Roles & Permissions

Fine-grained RBAC at Agency → Roles and Permissions: Permissions (capability × role matrix — edit what each role can do), Assignments (per-member overrides), Library (ready-made role templates to adopt or clone). See §2.

Products

Your service catalogue at Agency → Products — add/edit/archive offerings and link them to proposals and contracts for consistent pricing.

Strategy

Framework-based client planning at Agency → Strategy — define positioning, goals, channel plans, and target audiences per client. Strategy documents inform project briefs and AI content generation.

⚠️ Confirm the available frameworks and document one example end-to-end.

Conflicts (conflict-of-interest register)

⚠️ Draft — verify against the product. Conflict checking is a genuine differentiator and was previously undocumented.

The Conflicts register (Agency → Conflicts) helps you avoid taking on a client that competes with one you already serve. Before you commit competitive work — strategy, audience research, media plans — check the prospect against your existing client portfolio; if a direct competitor is already a client, the register flags it for review so you can keep the two walled off and never reuse one client's confidential data for another. Document: how conflicts are detected (manual vs. automatic on account/deal creation), who is notified, and how a flagged conflict is resolved or overridden.

Automations — Business+

Build workflow automations at Agency → Automations: event triggers (e.g. "when a deal closes, create a project") and actions (send email, create task, update status, notify team).

Reporting

See §14.

Configurations

Agency-wide settings at Agency → Configurations: Branding (logo, colours, name), Integrations (§19), Lead Scoring, Custom Fields (contacts, deals, projects), Report Templates. Feature flags that Owners can toggle also live here (§3).

17. Client Portal & Public Links

Applies to Agency · Plan Pro+ (white-label Business+) · Role Client (portal); Member+ to share · Reviewed 2026-07

The Client Portal

A white-labelled space for clients — no internal Jara branding. Invite a Client user (Agency → Team, Client role); on login they're redirected to /portal and never see the internal app. Clients see your branding, Reports, Proofs (Approve / Request Changes / Reject), Invoices (outstanding and paid), and only their own account's data.

Branding: your logo in the header and your brand colours as accents; no "Jara" branding is shown to the client.

Public Links

For one-off sharing without a login:

Public links are accessible without authentication, branded with your identity, mobile-responsive, and action-enabled (accept, sign, pay).

18. Billing & Subscription

Applies to Both · Plan All · Role Owner only · Reviewed 2026-07

Plans and the trial are defined once in §1 — this section covers management only.

• Manage your plan at Agency → Plans & Billing: view current plan, usage, and billing cycle; Upgrade to a higher tier; manage payment methods via Stripe checkout.
• Billing guard: an active trial or subscription gives full dashboard access; an expired trial with no subscription redirects to /billing to choose a plan; an active subscription shows a Dashboard-active confirmation.
• Stripe: secure card payments, automatic recurring billing, invoice payment via public links, PCI-compliant processing.
• Cancellation & data: ⚠️ Document what happens on downgrade/cancellation — data retention window, export before deletion, and proration/refund policy. (Trial expiry preserves data; the paid-cancellation path is currently undocumented.)

19. Settings & Integrations

Applies to Both · Plan All (integrations vary) · Role varies · Reviewed 2026-07

Settings (gear icon, sidebar footer): Personal (profile, avatar, timezone), Team (team preferences), Signatures (email templates), API Keys, Audit (who did what, when), Plans (billing shortcut), Privacy (data-handling preferences).

Integrations (Agency → Configurations → Integrations):

Connect one by clicking it and completing the OAuth flow. Brand Voice (tone, personality, vocabulary to use/avoid) is set via Brand Kit/Settings and governs AI content (§12).

20. SME Mode

Applies to SME · Plan Starter+ · Role Owner on signup · Reviewed 2026-07

Jara works for in-house marketing teams running a single brand — no external clients required. In SME mode the agency-only surfaces (team roster/AI Agent hiring, Client Portal, white-label, conflicts) are hidden (§4).

SME quick start

1. Sign up at jara.marketing and choose the in-house/SME workspace type.
2. Set up your Brand Kit (Studio → Brand) — this drives AI content in your voice.
3. Add your own company as the account you're marketing, or skip straight to Content.
4. Plan work in Content (§12) and Projects/Tasks (§11).
5. Use Jamar for drafting, summarising, and quick actions (§8).

⚠️ Confirm which of Invoices, Deals, and Reporting are exposed in SME mode and tailor this path accordingly.

Getting things done & getting help

21. Common Workflows

Applies to Both · Plan varies · Role Member+ · Reviewed 2026-07

End-to-end paths that stitch the modules together.

Win and onboard a new client (Agency)

1. Add the company (Clients → Accounts) and the primary Contact.
2. Create a Deal and move it through the Pipeline (§9).
3. Send a Proposal; on acceptance, generate a Contract from it (§10).
4. On signature, convert the deal to a Project and assign your team (§11).
5. Send the first Invoice (§10, §18).
6. Move the account's lifecycle stage from Prospect → Onboarding → Delivering (§9).

Run a monthly reporting cycle

1. Log time and update task/project status through the month (§11).
2. Build the client report at Agency → Reporting (§14).
3. Schedule delivery; the client reviews it in the portal (§17).

Ship a piece of content with AI

1. Studio → Content → + Create Content (§12).
2. Use ✨ AI to draft in your brand voice; review the brand score.
3. Schedule; it publishes automatically and moves to Published (§12).

22. Limits & Quotas

Applies to Both · Plan varies · Role All · Reviewed 2026-07

⚠️ Fill in real values. These are the numbers users and support ask for at decision time; none are currently documented.

23. Security & Data

Applies to Both · Plan All · Role All · Reviewed 2026-07

• Tenant isolation — every query and mutation is scoped to the active tenant; your data is never mixed with another organisation's. Users can belong to multiple tenants and switch between them; cross-tenant access is limited to authorised operator roles.
• RBAC — role-based access controls gate every mutation when enforcement is ON (§2).
• IDOR guards — insecure-direct-object-reference protections block cross-record data leakage.
• Encrypted OAuth — email and social tokens are stored securely.
• XSS-safe email — inbound email HTML is sanitised before rendering.
• Audit log — Settings → Audit records who did what, when.
• AI & data handling — see §8.
• Data residency, sub-processors, retention, GDPR/CASL/Nigeria NDPA, and the DPA — ⚠️ Document these. Jara is Canada-based and serves clients across regions (including Nigeria and Ghana), so name your sub-processors (Stripe, Google/Microsoft, the AI provider), state where data is stored and for how long, and link the finalised DPA.

24. Keyboard Shortcuts

Applies to Both · Plan All · Role All · Reviewed 2026-07

Tip: the Command Palette (Ctrl/Cmd + K) is the fastest way to reach any page, client, project, or action.

25. Troubleshooting

Applies to Both · Plan All · Role All · Reviewed 2026-07

Symptom → likely cause → fix. ⚠️ Verify each fix against current behaviour.

26. FAQ

Applies to Both · Plan All · Role All · Reviewed 2026-07

Can my clients see our internal tools? No. Client-role users are redirected to the Client Portal (/portal) and never see your dashboard, sidebar, or internal data (§17).

Can I use Jara for a non-agency business? Yes — SME mode gives any in-house team CRM, invoicing, and project management. Agency-only features (team roster/AI Agents, Client Portal, conflicts) are hidden (§4, §20).

What happens when my trial expires? After 14 days you choose a plan; your data is preserved (§1, §18).

How do I reset my password? Click Forgot Password on the login page for an email reset link.

How do I switch dark/light mode? The sun/moon icon in the sidebar footer; your choice is saved (§7).

How do I export my data? Use Export on most list views (Contacts, Deals, Time Entries, Invoices) — exports are CSV. For a full-account export on cancellation, see §18. ⚠️ Verify full-export path.

Is my data secure? Yes — see §23 for tenant isolation, RBAC, IDOR guards, encrypted OAuth, and XSS-safe email.

27. Known Limitations — What Jara Can't Do

Applies to Both · Plan All · Role All · Reviewed 2026-07

Stating limits plainly keeps expectations right — and gives Jamar honest ground to stand on instead of guessing.

• ⚠️ Populate this list from the product. Candidates to confirm and document: no native mobile app (responsive web only?); no two-way calendar sync (?); single currency per workspace (?); no offline mode; AI Agents limited to [which task types]; integrations limited to the six in §19; no [payroll / accounting] export beyond CSV.
• Jamar acts only on data your role can access and only within your active workspace; it will not surface another tenant's data.

28. Glossary

Applies to Both · Plan All · Role All · Reviewed 2026-07

29. Getting Help

Applies to Both · Plan All · Role All · Reviewed 2026-07

• Ask Jamar any question about the platform (§8).
• Click the ? icon in the sidebar for in-app help.
• Contact your account manager, or [support email / support URL]. ⚠️ Add real support channel(s), hours, and a status-page link.

30. Changelog