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Configuring Koan
Configuring Koan
Everything you need to set-up Koan.
+2
25 articles in this collection
Written by
Matt Tucker,
RJ Zaworski,
Wyl Villacres
and 2 others
Features and Functionality
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
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
Creating an Organization Homepage
Share your mission, vision, and top objectives.
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
Set Your Profile Preferences
How to update your profile and notification settings
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
How to Create New Teams
A guide for creating multiple teams in Koan
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
Roles in Koan
Administrators, Managers, Members, and Observers: how roles fit together in Koan
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
Billing
Changing your payment details
How to use a new payment card for your Koan subscription
Written by
RJ Zaworski
Updated over a week ago
Downgrading from Pro and Enterprise to Free
What happens to your organization when moving from our Pro or Enterprise plans to our Free plan.
Written by
Rob Alvey
Updated over a week ago
Upgrading from Free to Pro
Three steps to upgrading to a paid Koan account
Written by
Wyl Villacres
Updated over a week ago
Security
Setting up SSO for your organization
Get your team logged in quickly and easily by configuring SSO
Written by
Rob Alvey
Updated over a week ago
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
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
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
Updating a metric with Goal Metrics API
Pull data from other tools directly into your goal metrics automatically
Written by
RJ Zaworski
Updated over a week ago
Integrate Koan with Salesforce
Connect your CRM to your goals with Zapier
Written by
Wyl Villacres
Updated over a week ago
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
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