Karbon

Andi Ancheta

Learn how to set up your personal and practice settings.

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

Edit your user profile photo, update your contact information and update your signature.

Understand the basics & defaults for colleagues, teams and job roles to customize Karbon to represent the way you and your team work.

Within your Company's Settings you can choose a duration of time before an auto-logout is to take place after inactivity within Karbon.

Preference for how contact names are displayed and create contact types for segmentation of your clients.

Find out what plan you're on by going to Settings and Subscription. Here you can also manage your account invoices and payment details.

If you are managing more than one Karbon profile or email account on the one device, we recommend following these steps.

Karbon is hosted on HTTPS and the lock icon next to your browser address bar lets you know you're protected.

You can see which team members have chosen to auto-share their email from the Colleagues page.

To ensure no sensitive emails are shared, only each user is able to update this setting for themselves.

Settings are only viewable if you have Admin permissions.

Some ad-blocking extensions can stop the Help & Feedback interface from displaying.