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Overview of Settings

Customize Karbon to suit the way your company operates, add custom workflows, contact types, templates and integrations in Settings.

Andi Ancheta avatar
Written by Andi Ancheta
Updated over 2 weeks ago

You can customize Karbon to suit the way your company operates, in Settings.

Index

Video Overview of Settings

Settings Overview

Accessing the Settings through the main menu in Karbon will give you several options to choose from:


Account

Control firm-wide settings and subscription.

  • Firm Information
    Define your name, location, currency and inactivity timeout.

  • Branding
    Set your logo for the Client Portal and access your Portal login page.

  • Subscription
    Manage your Karbon subscription.


Communication

Manage email templates and Shared Triage.

  • Email Templates
    Enable your services to be easily repeatable using standardized templates.

  • Shared Triage
    Connect additional email inboxes to Karbon and collaborate with your team to manage incoming emails.


Team

Manage access, roles, and collaboration.

  • Colleagues
    Add colleagues, create work teams, and job roles to be used with Work templates.

  • Roles
    Define the permissions and responsibilities for different positions within your firm.


Work

Configure workflows, templates, and time tracking.

  • Time & Budgets
    Manage Time & Budgets and set up key global parameters like tracking time, budgets, and expenses.

  • Workflow
    Combines statuses (workflow and task statuses), work types, task types, and automators in one place:

    • Custom workflow statuses
      Define how work flows through your firm from planned to completed.

    • Task Statuses
      Choose what custom workflow statuses are available for tasks, notes and emails.

    • Work types
      Categorize and standardize your work for search, filtering, and organization.

    • Task types
      Customize the type of tasks that your firm performs and denote which are billable or not billable.

  • Automators
    Adjust settings that update your workflows, tasks and work statuses automatically.

  • Queues
    Optimize work prioritization and processing by enabling FIFO Queues.

  • Work Templates
    Enable your services to be easily repeatable using standardized checklists.


Contacts

Define how contacts are organized and displayed.

  • Contact Customization
    Categorize and standardize your contacts for search, filtering, and organization using Contact types and determine how you want your contacts to display in Karbon.


Karbon AI (Beta)

Set up and manage AI-powered features.

  • Karbon AI
    Enable secure AI to improve your efficiency in your work.


Billing and Engagements

Set billing preferences and engagement options.

  • Billing
    Invoice clients for billable time or fixed fee work, and streamline payments with Karbon Billing.

  • Service Templates (Service Library)
    Build and manage services, define billing rules, and link Work Templates in your Service Library.


Client Experience

Customize how contacts interact with your firm.

  • Client Portal
    Client Requests and Reminders can be set to send automatically at a certain time of day. You can also set your logo for the Client Portal and access your Portal login page.

  • Karbon for Clients
    A secure, branded client portal for collaboration, document management, and approvals—accessible via web or mobile app.


Documents

Authenticate your DMS and manage eSignature options.

  • Document Storage
    Connect to your document management system.

  • eSignatures
    Securely request, track, and collect legally binding eSignatures directly within Karbon.

  • Approvals
    Streamline document reviews and track client approvals directly in Karbon work items.


Integrations and Tools

Connect and manage third-party apps.

  • Connected Apps
    Eliminate tedious work and save time by connecting Karbon to leading applications.

Tips for setting up your Karbon settings for your practice

  • Spend time upfront to define your settings to match what and how your company operates (or needs to operate). By defining this at the start, you’ll be able to set the foundation on how your team will operate in the future

  • Add to, and edit when needed. Most companies add/edit work templates progressively over time to systemize & standardize their service offerings. As your company evolves, your contact types, work types, and workflow statuses will evolve as well. Periodically review and modify these as needed

  • Don’t underestimate the importance of workflow statuses. Take the time to think about how these should be defined across all the work your company performs. Use this workflow custom statuses worksheet to help plan and build your company's workflow statuses

  • Take notice of the numbers that are beside each category heading. They let you know the number of items that exist in each section. This helps you look at a glance of how much you have added or tailored, and where you need to spend time to further customize Karbon to work with your company's processes

Keep in mind that you're only able to access the Settings if you are a Karbon admin user. If you are not a Karbon admin and need to be, please reach out to one of the Karbon admin users in your practice and they can grant you access.

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