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 this week

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