Managing the circle of trusted people

If a person directly asks Julie to make an appointment with you, she will ask you for your approval, even if you are in copy of the email.
With the circle of trust feature, available in our Solo Executive and Entreprise plans, you allow Julie to schedule a meeting without your approval, thus allowing her to be more efficient and help you save even more time!

Remember: 

When you sign up for Julie Desk, your domain name is automatically added to your circle of trust. Any colleagues using the same domain will automatically be added as well.

What does that mean? If Paul Ochon ([email protected]) signs up for Julie Desk, the domain @france.com will be automatically added to his circle of trust. As a result, Paul Ochon won’t have to ask us to add Lucie Fert ([email protected]) to his circle of trust, because having the same domain in her email address means she’d be automatically added! 

You want to limit your circle of trust to a certain number of email addresses/ domain names

It is possible to provide Julie with a list of domain names and/or email addresses authorized. Julie will directly schedule meetings with the people on this list but will ask you for your approval before handling any request sent from people whose address or domain names are not referenced on this list.
Note: You still have to be put in copy of the email sent to Julie; that’s how she knows to schedule the meeting for you. 

Example: Sandy works with Pierre at “My small company”. Pierre has a Julie Desk license and has opened his circle of trust to the people with the same domain name as him: @mysmallcompany.com
Sandy sends an email to Julie from her address [email protected] and it says: “Julie, can you help me schedule a meeting with Pierre?”
Julie will send Sandrine an email with Pierre’s availabilities, who will also be in copy of Julie’s answer.

You want Julie to organize all your meeting requests 

With a circle of trust that is open to all, Julie will directly answer anyone who asks her to schedule a meeting with you.
Note: You still have to be put in copy of the email sent to Julie; that’s how she knows to schedule the meeting for you. 

Example: Paul sends Julie an email to schedule a meeting with Mary. Mary has a Julie Desk license.
“Julie, can you help me schedule a meeting with Mary?”
Mary has an open circle of trust, Julie will directly answer Paul, with Mary’s availabilities, and she will obviously be in copy of Julie’s email. 

You want to monitor all the incoming meeting requests? 

You want to monitor and validate all the incoming meeting requests? Your circle of trust stays empty. Julie will notify you every time she receives a meeting request coming from external contacts and you have to give her your approval to suggest your availabilities and schedule the desired event. 

To update your circle of trust, send an email to Julie or our support team at [email protected]  

In This Section