Settings

Learn how to set up your personal and practice settings.

Andi Ancheta avatar Andy Biggs avatar Lachlan Macindoe avatar +2
57 articles in this collection
Written by Andi Ancheta, Andy Biggs, Lachlan Macindoe and 2 others
Managing Colleagues

Video overview of Colleagues, Teams, and Job Roles (2 mins)

Understand the basics & defaults for colleagues, teams and job roles to customize Karbon to represent the way you and your team work.
Ian Vacin avatar
Written by Ian Vacin
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?

Admin user permissions are are turned off 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

Restore a Colleague

How to restore a colleague's access to Karbon from Settings
Andi Ancheta avatar
Written by Andi Ancheta
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

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

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.
Andy Biggs avatar
Written by Andy Biggs
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 yesterday

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

A colleague is still showing, even though they were archived.

You just need to clear a specific area of cache called local storage to resolve the issue of your archived colleague still showing.
Stuart McLeod avatar
Written by Stuart McLeod
Updated over a week ago
Work templates

Video overview of Work Templates (1 min)

Watch a quick overview of where to find and manage your work templates in Karbon.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Create a Work Template from scratch

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from scratch.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Create a Work Template from an existing piece of work

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from existing work.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Using a Work Template to create work

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to use one to create a piece of work.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Adding time estimates and budgets to work templates

You can add time estimates and budgets to your templates and have them added to any work items created off them.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Using Job roles with Templates

You can use job roles on work templates as placeholders when you don't know exactly who will be doing the work tasks beforehand.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Adding or editing Job roles

Job roles can be used when you create a template if you don't know which team member will perform a task. Here's how to add new ones.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Revert work back to template

If you make changes to a Work Template, you can update work created from that template to reflect the changes.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago