Karbon

Find the email template you need and tailor it to fit your firm's needs!

Create and use email templates

Erin Jamison

Andi Ancheta

Lachlan Macindoe

Learn how to set up your personal and practice settings.

Settings

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

Overview of Settings

Overview

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

Edit your user profile

Remove archived colleagues as an option for assignments

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

Manage Colleagues, Teams, and Job Roles

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

Manage Account Settings and Inactivity Timeout

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

Manage Contact Settings

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

Managing your Karbon subscription

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

Accessing Karbon if you work with multiple email accounts

A team member can be removed from your Karbon account at any time from your Settings menu using the Archive User feature.

Remove a colleague

How-to

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

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

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

As an admin where can I see if my staff are  auto-sharing their email?

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

Why can't I adjust the auto share email setting for my colleagues?

Settings are only viewable if you have Admin permissions.

Why can't I see Settings in my main menu?

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

Why can't I access Help & Feedback?

In Karbon, the ability to edit templates is dependent on the user's permission level.

What permissions are needed to edit templates in Karbon?

How can I identify the IP addresses used by Karbon servers for outbound connections to the internet or third-party services?

Advisory Solutions

FAQs

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Contact

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Track the progress of all tickets related to your company.

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