Koan

Neli Ivanova

Stephanie Barnes

Configuring Koan

Understanding and customizing your notification settings

Why Aren't I Getting Email Notifications?

Learn what sections in Koan can support non-english languages.

Customizing Language in Koan

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

Onboarding your team into Koan

Share your mission, vision, and top objectives.

Creating an Organization Homepage

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

Changing the Default Currency

How to update your profile and notification settings

Set Your Profile Preferences

A guide for creating multiple teams in Koan

How to Create New Teams

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

Enabling daily Check-ins

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

How to invite your team

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

Roles in Koan

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

Deleting a User or Team

Features and Functionality

How to view and update your billing information in Koan.

Changing Your Payment Details

What happens to your organization when moving from our Pro or Enterprise plans to our Free plan.

Downgrading from Pro and Enterprise to Free

Learn about Pro features and the two steps to upgrading to a paid Koan account

Upgrading from Free to Pro

Billing

How to change the email associated with your Koan account

Changing Your Email

Changing Your Password

Get your team logged in quickly and easily by configuring SSO

Setting up SSO for your organization

Let members of your organization sign in to Koan through Okta

How to add Okta SSO to Koan

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

How to add Microsoft Office 365 SSO to Koan

Let members of your organization sign in to Koan through OneLogin

How to add OneLogin SSO to Koan

Security

Use your favorite tools to produce your best work in Koan.

Integrate Koan with your favorite tools

Connect Koan to your favorite collaboration tool.

Integrating Koan with Microsoft Teams

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

Authenticating with Koan using an API Key

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

Building a Custom API Integration

Pull data from other tools directly into your goal metrics automatically

Updating a metric with Goal Metrics API

Connect your CRM to your goals with Zapier

Integrate Koan with Salesforce

Connect Koan to your favorite collaboration tool

Integrating Koan with Slack

Pull your tasks into your reflections with our Jira Integration

Integrate Koan with Jira

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

Integrate Koan with Zapier

Use Looker webhooks to automatically update goal metrics in Koan.

Looker Integration for Metrics Updates

Integrations, and the API

Find answers and get help from Intercom Support and Community Experts