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 this week

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 this week

What user permissions are given to a new user?

Standard user permissions are are turned on by default for new users.

Written by Lachlan Macindoe
Updated this week

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 this week

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 this week

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 this week

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 this week

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

Contact Settings

Change the preference for how your contact names are displayed and create contact types for segmentation of your clients

Written by Andi Ancheta
Updated this week

Contact Name Display

Change the preferences of how your contact names are displayed

Written by Erin Jamison
Updated this week

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 this week

Overview of Workflow

Combines workflow statuses, task statuses and work types in one setting

Written by Erin Jamison
Updated over a week ago

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

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

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

How do I know when a Tasklist Automator is valid?

Once created, a Tasklist Automators will display in red or orange if there are any issues with it.

Written by Erin Jamison
Updated over a week ago

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 Andi Ancheta
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 Andi Ancheta
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 over a week ago

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 over a week ago

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

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

Define the Workflow for your Work Types

Karbon allows you to customize the way your team works with Workflows Settings.

Written by Erin Jamison
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

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 this week

What about my existing signature inside Gmail or Office365?

To import your existing signature, simply go into your name through the Main Menu and select import signature.

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 this week

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

Managing your Karbon subscription

Written by Lachlan Macindoe
Updated this week

Auto Share email to and from contacts

Each user in Karbon has a setting that will automatically share emails with any contacts in Karbon.

Written by Erin Jamison
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 over a week ago

Video overview of Connected Apps

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 Settings.

Written by Ian Vacin
Updated this week

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.

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.

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.

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.

Written by Lachlan Macindoe
Updated over a week ago