Settings

Overview of Settings

Ability to customize to suit how your company operates by, adding custom workflows, contact types, templates and integrations in Settings

Written by Andi Ancheta
Updated over a week ago

Video overview of Settings

Customize the platform 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 for 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 is as simple as adding their email address and clicking 'invite'.

Written by Andi Ancheta
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 Andi Ancheta
Updated over a week ago

Controlling user permissions

Control who on your team is able to edit certain company-wide settings.

Written by Erin Jamison
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 Ian Vacin
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 Andi Ancheta
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 Ian Vacin
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 Ian Vacin
Updated over a week ago

Remove a colleague

A team member can be removed from your Intuit Practice Management powered by Karbon account at any time from your Settings menu.

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. Just follow these steps.

Written by Erin Jamison
Updated over a week ago

Restore a Colleague

How to restore a colleague's access to Intuit Practice Management powered by Karbon from Settings

Written by Ian Vacin
Updated over a week ago

Edit your own, or a colleague's details

You can edit your own or your colleagues' details from the 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 in.

Written by Andi Ancheta
Updated over a week ago

Can I invite a user with a different email domain?

Yes, it is not necessary for all users in your Intuit Practice Management powered by Karbon account to have the same email domain

Written by Ian Vacin
Updated over a week ago

Contact Settings

Change the preference for how your contact names are displayed and create contact types for segmentation of your clients

Written by Ian Vacin
Updated over a week ago

Contact Name Display

Change the preferences of how your contact names are displayed

Written by Andi Ancheta
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 Andi Ancheta
Updated over a week ago

Edit your user profile

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

Written by Erin Jamison
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 Andi Ancheta
Updated over a week ago

What if I use an e-signature product like Black Pearl?

Intuit Practice Management powered by Karbon works fine with third party email signature tools.

Written by Ian Vacin
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. However, you can easily change this behavior.

Written by Andi Ancheta
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.

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Email signatures

Email signatures work in the same way as in other email programs. Here's how to configure them.

Written by Ian Vacin
Updated over a week ago

What is a client team?

Client teams lets you specify which colleagues work with specific clients.

Written by Andi Ancheta
Updated over a week ago

Adding and managing Teams

Make use of teams to work the way your firm does. Here's how to set up teams and add team members.

Written by Andi Ancheta
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 Andi Ancheta
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 Andi Ancheta
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 Erin Jamison
Updated over a week ago

Auto Share email to and from contacts

Each user has a setting that will automatically share emails with any contacts.

Written by Andi Ancheta
Updated over a week ago

Accessing the app when you work with multiple email accounts.

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

Written by Andi Ancheta
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 Ian Vacin
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 Ian Vacin
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 Ian Vacin
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 Ian Vacin
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 Andi Ancheta
Updated over a week ago