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Settings
Settings
Learn how to set up your personal and practice settings.
+1
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 over a week ago
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 over a week ago
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.
A
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