Configuring Koan

Everything you need to set-up Koan.

Matt Tucker avatar RJ Zaworski avatar Wyl Villacres avatar +1
21 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
Wyl Villacres avatar
Written by Wyl Villacres
Updated today

Enabling daily Check-ins

Keep your team engaged with our weekly check-ins for Slack
Wyl Villacres avatar
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
Kristin Brown avatar
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.
Wyl Villacres avatar
Written by Wyl Villacres
Updated this week

Set Your Profile Preferences

How to update your profile and notification settings
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

How to Create New Teams

A guide for creating multiple teams in Koan
Matt Tucker avatar
Written by Matt Tucker
Updated this week

Roles in Koan

Administrators, Managers, Members, and Observers: how roles fit together in Koan
RJ Zaworski avatar
Written by RJ Zaworski
Updated this week

Creating an Organization Homepage

Share your mission, vision, and top objectives.
RJ Zaworski avatar
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
RJ Zaworski avatar
Written by RJ Zaworski
Updated over a week ago

Changing the default currency for metrics

Describes how to switch the default currency symbol in Koan between Dollars, Euros, Pounds, Rupees and Yen/Yuan.
Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Changing your payment details

How to use a new payment card for your Koan subscription
RJ Zaworski avatar
Written by RJ Zaworski
Updated this week

Deleting a User or Team

How to delete your team or your organization from Koan
Matt Tucker avatar
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
RJ Zaworski avatar
Written by RJ Zaworski
Updated today