General topics & navigation

Find out how to best navigate in Karbon and get answers that cover elements across all sections of Karbon.

10 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, and Erin Jamison

How to

Navigate the main menu

Use the main menu to navigate between what's most important to you, whether that's your Triage, My Week or Work.

Written by Erin Jamison
Updated over a week ago

Utilize the Information Tray

The Information Tray outlines extra details about an email, note or task.

Written by Andi Ancheta
Updated over a week ago

Search in Karbon

Find out the quickest way to find the information you need in Karbon.

Written by Erin Jamison
Updated over a week ago

Submit a feature request

Written by Lachlan Macindoe
Updated over a week ago

Use Notes

A note is a conversation you hold internally within your company. Unlike an email, it is viewed only by members of your team.

Written by Erin Jamison
Updated over a week ago

Track when changes occur for your audit history

Activity items will appear on timelines and in your tasks, notes and emails to indicate when certain activities have happened.

Written by Erin Jamison
Updated over a week ago

Troubleshoot before contacting support

Something is not working in Karbon, but before contacting support, try these easy troubleshooting steps!

Written by Erin Jamison
Updated over a week ago

FAQs

Does Karbon support Single Sign On (SSO)?

Yes! Karbon supports SSO or Single Sign on with Google, Office 365 and Exchange.

Written by Erin Jamison
Updated over a week ago

Does Karbon have multi-factor authentication?

Karbon does not have multi-factor authentication

Written by Andi Ancheta
Updated over a week ago

Does Karbon have Keyboard shortcuts?

You can quickly create a new Contact, Email, Note or Work item, or open Global Search with a keyboard shortcut.

Written by Andi Ancheta
Updated over a week ago