Settings

Learn how to set up your personal and practice settings.

Lachlan Macindoe avatar Ian Vacin avatar Andi Ancheta avatar +1
43 articles in this collection
Written by Lachlan Macindoe, Ian Vacin, Andi Ancheta and 1 other
Managing Colleagues

Video overview of Colleagues, Teams, and Job Roles

Understand the basics & defaults for colleagues, teams and job roles to customize Karbon to represent the way you and your team work.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Invite a colleague

Adding a colleague or new user to Karbon is as simple as adding their email address and clicking 'invite'.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Updating a user's handle used to mention them in a message

Mention handles are used to notify team members in internal messages. This handle can be updated from Settings.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Controlling user permissions

Control who on your team is able to edit certain company-wide settings.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

What user permissions are given to a new user?

Standard user permissions are are turned on by default for new users.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Can I resend a user invitation?

Yes, if an invitation has gone unanswered you can resend it from the Settings page.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How do I remove an archived colleague as an option for assignments

Remove an archived colleague as an option for assignments with a few short steps
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

What happens when someone leaves the company?

How to handle email addresses, work and tasks belonging to people who are no longer part of your team.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Remove a colleague

A team member can be removed from your Karbon account at any time from your Settings menu using the Archive User feature.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Managing the replacement of a team member

Reassigning works and tasks to a new team member when another leaves is easy in Karbon. Just follow these steps.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Restore a Colleague

How to restore a colleague's access to Karbon from Settings
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Edit your own, or a colleague's details

You can edit your own or your colleagues' details from Karbon's Settings section.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How can I see if a colleague is online?

Everywhere you see a colleague’s avatar image, you’ll see a green dot if they are currently logged into Karbon.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Can I invite a user to Karbon with a different email domain?

Yes, it is not necessary for all users in your Karbon account to have the same email domain
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago
FAQs

I have a Karbon related billing question, who can I reach out to?

Get assistance from our billing team by reaching out to Support.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

When logging in, I chose the wrong email provider and now I can't login to Karbon.

If you chose the wrong email provider when login into Karbon for the first time, reach out to support to have your login reset.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How do I know what Karbon pricing plan I'm on?

Determine the plan you're currently on within your Settings.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

As an admin where can I see if my staff are auto-sharing their email?

You can see which team members have chosen to auto-share their email from the Colleagues page.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Changes to email address, email domain or email provider

Here are the steps to take if you're making changes to your email domain, email provider or email address linked to Karbon.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How do I make all emails sent from my team visible by default?

There is no setting to make all emails sent by your team visible, but each user can update this for themselves.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can't I adjust the auto share email setting for my colleagues?

To ensure no sensitive emails are shared, only each user is able to update this setting for themselves.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can't I see Settings in my main menu?

Settings are only viewable if you have Admin permissions.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago