Configuring Koan

Everything you need to set-up Koan.

Matt Tucker avatar RJ Zaworski avatar Ashwin Bhat avatar +2
22 articles in this collection
Written by Matt Tucker, RJ Zaworski, Ashwin Bhat and 2 others

Integrate Koan with Salesforce

Connect your CRM to your goals with Zapier
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

Enabling daily Check-ins

Keep your team engaged with our weekly check-ins for Slack
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Written by Wyl Villacres
Updated over a week ago

How does Koan create insight graphs?

Understanding when and how the insight charts are created
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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
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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.
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Written by Wyl Villacres
Updated over a week ago

Set Your Profile Preferences

How to update your profile and notification settings
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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 over a week ago

Roles in Koan

Managers, admins, and observers: how roles fit together in Koan
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Written by RJ Zaworski
Updated over a week ago

Creating a Company Homepage

Share your mission, vision, and top objectives.
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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.
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Written by Matt Tucker
Updated over a week ago

Changing your payment details

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

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
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Written by RJ Zaworski
Updated over a week ago