Settings

Learn how to set up your personal and practice settings.

Ian Vacin avatar Andi Ancheta avatar Erin Jamison avatar
36 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison
Managing Colleagues

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.
Andi Ancheta avatar
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'.
Andi Ancheta avatar
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.
Andi Ancheta avatar
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.
Erin Jamison avatar
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.
Ian Vacin avatar
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.
Andi Ancheta avatar
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
Ian Vacin avatar
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.
Ian Vacin avatar
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.
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. Just follow these steps.
Erin Jamison avatar
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
Ian Vacin avatar
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.
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 in.
Andi Ancheta avatar
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
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago