Settings

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

Video overview of Settings

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

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.

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'.

Written by Erin Jamison
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 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.

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.

Written by Erin Jamison
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

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 Erin Jamison
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 using the Archive User feature.

Written by Erin Jamison
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.

Written by Erin Jamison
Updated over a week ago

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 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.

Written by Erin Jamison
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 Erin Jamison
Updated over a week ago

Contact Settings

Preference for how contact names are displayed and create contact types for segmentation of your clients; client task comment emails.

Written by Andi Ancheta
Updated over a week ago

Contact Name Display

Change the preferences of how your contact names are displayed

Written by Erin Jamison
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 Erin Jamison
Updated over a week ago

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

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 Erin Jamison
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 Erin Jamison
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 Erin Jamison
Updated over a week ago

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 Erin Jamison
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 Erin Jamison
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 Erin Jamison
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 over a week ago

Time & Budgets Settings

Turn Time & Budgets on or off and change the preferences for tracking time, budgets and expenses.

Written by Ian Vacin
Updated over a week ago

Troubleshooting Steps and actions

Written by Erin Jamison
Updated over a week ago

Auto Share email to and from contacts

Each user in Karbon has a setting that will automatically share emails from any contacts in Karbon to the contact's timeline.

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

Adding or editing Roles (including dollar amounts)

Use Roles when you create a template if you don't know which team member will perform a task and to associate dollar amounts.

Written by Andi Ancheta
Updated over a week ago

Why is there a red dot by my name in the Main Menu?

A red dot appears next to your name in the main menu reminding you to update your role in your firm.

Written by Erin Jamison
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

I have a Karbon related billing question, who can I reach out to?

Get assistance from our billing team by reaching out to Support.

Written by Erin Jamison
Updated over a week ago

When logging in, I chose the wrong email provider and now I can't login to Karbon.

If you chose the wrong email provider when login into Karbon for the first time, reach out to support to have your login reset.

Written by Erin Jamison
Updated over a week ago

How do I know what Karbon pricing plan I'm on?

Determine the plan you're currently on within your Settings.

Written by Erin Jamison
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

Changes to email address, email domain or email provider

Here are the steps to take if you're making changes to your email domain, email provider or email address linked to Karbon.

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