Settings

Learn how to set up your personal and practice settings.

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13 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison and 1 other

Overview

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

How-to

Edit your user profile

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

Written by Andi Ancheta
Updated over a week ago

Remove archived colleagues as an option for assignments

Written by Erin Jamison
Updated over a week ago

Manage 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.

Written by Andi Ancheta
Updated this week

Manage Account Settings and Inactivity Timeout

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

Written by Erin Jamison
Updated this week

Manage Contact Settings

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

Written by Andi Ancheta
Updated over a week ago

Managing your Karbon subscription

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

Written by Lachlan Macindoe
Updated over a week ago

Accessing Karbon if 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

FAQs

Why does my internet browser sometimes say Karbon is not secure?

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

Written by Advisory Solutions
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.

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

Why can't I access Help & Feedback?

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

Written by Erin Jamison
Updated over a week ago