Configuring Koan

Everything you need to set-up Koan.

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22 articles in this collection
Written by Matt Tucker, RJ Zaworski, Wyl Villacres and 1 other

Integrate Koan with Salesforce

Connect your CRM to your goals with Zapier

Written by Wyl Villacres
Updated over a week ago

Enabling daily Check-ins

Keep your team engaged with our weekly check-ins for Slack

Written by Wyl Villacres
Updated over a week ago

Authenticating with Koan using an API Key

How to get started authorizing integrations and requests to our public API

Written by Kristin Brown
Updated over a week ago

Onboarding your team into Koan

How to get your team up and running with the platform.

Written by Wyl Villacres
Updated over a week ago

Set Your Profile Preferences

How to update your profile and notification settings

Written by Wyl Villacres
Updated over a week ago

How to Create New Teams

A guide for creating multiple teams in Koan

Written by Matt Tucker
Updated over a week ago

Roles in Koan

Administrators, Managers, Members, and Observers: how roles fit together in Koan

Written by RJ Zaworski
Updated over a week ago

Creating an Organization Homepage

Share your mission, vision, and top objectives.

Written by RJ Zaworski
Updated over a week ago

How to Enable Individual OKRs

Koan allows your team members to create individual OKRs for their personal goals

Written by RJ Zaworski
Updated over a week ago

Changing the Default Currency

How to change the default currency symbol in Koan between Dollars, Euros, Pounds, Rupees and Yen/Yuan to be represented in your KR metrics.

Written by Matt Tucker
Updated over a week ago

Changing your payment details

How to use a new payment card for your Koan subscription

Written by RJ Zaworski
Updated over a week ago

Deleting a User or Team

How to delete your team, remove a member from your team, and remove a user from Koan altogether.

Written by Matt Tucker
Updated over a week ago

How to invite your team

Here's how to invite new members to your Koan team

Written by RJ Zaworski
Updated over a week ago

Security

How to add Okta SSO to Koan

Let members of your organization sign in to Koan through Okta

Written by RJ Zaworski
Updated over a week ago

How to add Microsoft Office 365 SSO to Koan

Let members of your organization sign in to Koan through Office 365

Written by RJ Zaworski
Updated over a week ago

How to add OneLogin SSO to Koan

Let members of your organization sign in to Koan through OneLogin

Written by RJ Zaworski
Updated over a week ago

Integrations, and the API

Integrating Koan with Slack

Connect Koan to your favorite collaboration tool

Written by RJ Zaworski
Updated over a week ago

Integrate Koan with Jira

Pull your tasks into your reflections with our Jira Integration

Written by Wyl Villacres
Updated over a week ago

Getting Started With the Goal Metrics API

Written by RJ Zaworski
Updated over a week ago

Integrate Koan with Zapier

Connect to 1000s of apps and update your goal metrics automatically

Written by Wyl Villacres
Updated over a week ago

Looker Integration for Metrics Updates

Use Looker webhooks to automatically update goal metrics in Koan.

Written by Matt Tucker
Updated over a week ago

Building a Custom API Integration

The Goal Metrics API can be used by virtually any automated system. Here's how to get set up.

Written by RJ Zaworski
Updated over a week ago