Settings

Learn how to set up your personal and practice settings.

Andy Biggs avatar Lachlan Macindoe avatar Andi Ancheta avatar +1
37 articles in this collection
Written by Andy Biggs, Lachlan Macindoe, Andi Ancheta and 1 other
Managing Colleagues

Video overview of 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.
Andi Ancheta avatar
Written by Andi Ancheta
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'.
Andy Biggs avatar
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.
Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

What user permissions are given to a new user?

Standard user permissions are are turned on by default for new users.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Can I resend a user invitation?

Yes, if an invitation has gone unanswered you can resend it from the Settings page.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

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
Andi Ancheta avatar
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.
Andy Biggs avatar
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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Restore a Colleague

How to restore a colleague's access to Karbon from Settings
Lachlan Macindoe avatar
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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

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.
Andy Biggs avatar
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
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago