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Settings
Settings
Learn how to set up your personal and practice settings.
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58 articles in this collection
Written by
Andy Biggs,
Lachlan Macindoe,
Ian Vacin
and 2 others
Video overview of Settings (3 min)
Learn how to customize Karbon to suit the way your firm operates by adding custom workflows, contact types, templates, work types and more.
Written by
Andi Ancheta
Updated over a week ago
Overview of Settings
Customize Karbon to suit the way your company operates, add custom workflows, contact types, templates and integrations in Settings.
Written by
Andi Ancheta
Updated over a week ago
Managing Colleagues
Video overview of Colleagues, Teams, and Job Roles (2 mins)
Understand the basics & defaults for colleagues, teams and job roles to customize Karbon to represent the way you and your team work.
Written by
Ian Vacin
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'.
Written by
Andy Biggs
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.
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.
Written by
Lachlan Macindoe
Updated over a week ago
What user permissions are given to a new user?
Admin user permissions are are turned off by default for new users.
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.
Written by
Andy Biggs
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
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.
Written by
Andy Biggs
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.
Written by
Andy Biggs
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.
Written by
Andy Biggs
Updated over a week ago
Restore a Colleague
How to restore a colleague's access to Karbon from Settings
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.
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.
Written by
Andy Biggs
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
Written by
Andy Biggs
Updated over a week ago
A colleague is still showing, even though they were archived.
You just need to clear a specific area of cache called local storage to resolve the issue of your archived colleague still showing.
Written by
Stuart McLeod
Updated over a week ago
Contact types
Video overview of Contact Types (1 min)
Understand the basics and defaults for contact types in Karbon's settings to better catalogue and filter on your contacts.
Written by
Ian Vacin
Updated over a week ago
Adding, editing, or deleting a contact type
Contact types are a useful way to categorise your contacts. Here's how to manage them.
Written by
Andy Biggs
Updated over a week ago
Workflow statuses
Video overview of Workflow Statuses (2 mins)
Understand the basics, defaults and purpose of workflow statuses in managing your firm's workflow.
Written by
Ian Vacin
Updated over a week ago
Custom workflow statuses
You have the option to create and set your own customized sub-statuses that can be used across your team.
Written by
Andy Biggs
Updated over a week ago
Can I edit the main workflow statuses?
Karbon includes five main workflow statuses, which cannot be edited.
Written by
Andi Ancheta
Updated over a week ago
Adjusting workflow status settings using Automators
You can choose how your workflow statuses update using Automators
Written by
Andi Ancheta
Updated over a week ago
Mark Work as completed when Tasks are completed
Karbon's workflow lets you choose to automatically have Work status updated to “Completed” when all its Tasks have been completed.
Written by
Andy Biggs
Updated over a week ago
Task Statuses
Choosing what custom statuses can be used for tasks
Within Settings, you can choose what custom workflow statuses are available for tasks, notes and emails.
Written by
Lachlan Macindoe
Updated over a week ago
Why is a status not available for my task?
If you are trying to assign a task, email or note a certain status, but it isn't available, check your Task Status settings.
Written by
Lachlan Macindoe
Updated over a week ago
Automators
Global Automators
Settings to automate your firm's workflows.
Written by
Lachlan Macindoe
Updated over a week ago
Tasklist Automators
Tasklist Automators allow you to apply ‘if this, then that’ rules to task sections in your work items and templates.
Written by
Lachlan Macindoe
Updated over a week ago
Work templates
Video overview of Work Templates (1 min)
Watch a quick overview of where to find and manage your work templates in Karbon.
Written by
Ian Vacin
Updated over a week ago
Create a Work Template from scratch
Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from scratch.
Written by
Andy Biggs
Updated over a week ago
Create a Work Template from an existing piece of work
Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from existing work.
Written by
Andi Ancheta
Updated over a week ago
Using a Work Template to create work
Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to use one to create a piece of work.
Written by
Andy Biggs
Updated over a week ago
Adding time estimates and budgets to work templates
You can add time estimates and budgets to your templates and have them added to any work items created off them.
Written by
Lachlan Macindoe
Updated over a week ago
Using Job roles with Templates
You can use job roles on work templates as placeholders when you don't know exactly who will be doing the work tasks beforehand.
Written by
Andy Biggs
Updated this week
Adding or editing Job roles
Use Job roles when you create a template if you don't know which team member will perform a task. Here's how to add new ones.
Written by
Andi Ancheta
Updated this week
Revert work back to template
If you make changes to a Work Template, you can update work created from that template to reflect the changes.
Written by
Andi Ancheta
Updated over a week ago
Work types
Video overview of Work Types (1 min)
Understand the basics and defaults for work types in Karbon's settings to better manage and automate your work and workflow.
Written by
Ian Vacin
Updated over a week ago
Work type defaults
Karbon has a list of work types available for all accounts. The list varies on a country by country basis.
Written by
Andy Biggs
Updated over a week ago
Adding, editing and deleting a work type
Go to Settings > Work types click on Add work type, and name the new work type.
Written by
Lachlan Macindoe
Updated over a week ago
Customize workflow statuses for work types
Adding custom workflow statuses lets you tailor your job pipeline to your company's needs.
Written by
Andi Ancheta
Updated over a week ago
Does every work item need a work type?
No, the default work type is None.
Written by
Andy Biggs
Updated over a week ago
Can a piece of work have multiple work types?
No, each work item can only have one work type.
Written by
Andy Biggs
Updated over a week ago
Can I apply a work type in bulk to multiple work items?
You can apply a work type in bulk to affect multiple work items if you apply to a recurring piece of work.
Written by
Lachlan Macindoe
Updated over a week ago
Your user profile
Edit user profile photo
You can add or change your profile photo. This will display as an icon next to any email, Work or tasks that are assigned to you.
Written by
Andy Biggs
Updated over a week ago
What if I use an e-signature product like Black Pearl?
Karbon works fine with third party email signature tools.
Written by
Andy Biggs
Updated over a week ago
Are signatures included in all outgoing emails?
As a default, your signatures will only append to new emails you compose in Karbon. However, you can easily change this behaviour.
Written by
Andy Biggs
Updated over a week ago
What about my existing signature inside Gmail or Office365?
Having a signature configured in Office365 or gmail is perfectly fine; however, Karbon will not be able to use it.
Written by
Andy Biggs
Updated over a week ago
Email signatures in Karbon
Email signatures in Karbon work in the same way as in other email programs. Here's how to configure them.
Written by
Andy Biggs
Updated over a week ago
Teams
What is a client team?
Client teams lets you specify which colleagues work with specific clients.
Written by
Andy Biggs
Updated over a week ago
Adding and managing Teams
Karbon makes use of teams to work the way your firm does. Here's how to set up teams and add team members.
Written by
Andy Biggs
Updated over a week ago
Updating a team's mention handle
Mention handles can be used to notify all members of a team in internal messages. This handle can be updated from Settings.
Written by
Lachlan Macindoe
Updated over a week ago
What is a work team?
Works teams describe everyone who is involved in a piece of work, including the work owner and any colleagues involved or assigned a to-do.
Written by
Lachlan Macindoe
Updated over a week ago
How-tos
Managing your Karbon subscription
Written by
Lachlan Macindoe
Updated over a week ago
Accessing Karbon when you work with multiple email accounts.
If you are managing more than one Karbon profile or email account on the one device, we recommend following these steps.
Written by
Lachlan Macindoe
Updated this week
Email handling in Karbon
Karbon has sophisticated email handling capabilities, and there are some things you should know.
Written by
Stuart McLeod
Updated over a week ago
Video overview of Connected Apps (1 min)
Learn the basics of where to go in Karbon's settings and what to do to integrate Karbon with other third party applications.
Written by
Ian Vacin
Updated over a week ago
Video overview of Practice Details (1 min)
Understand where to go to change your firm's logo, currency, country and practice name in Karbon's Practice Settings.
Written by
Ian Vacin
Updated over a week ago
FAQs
Why can't I see Settings in my main menu?
Settings are only viewable if you have Admin permissions.
Written by
Lachlan Macindoe
Updated over a week ago