Managing Your User Account

Account Settings

1-1 Account / Your Profile

Edit Your Personal Information

Your user account can be accessed from the bottom-left corner of Kantree. Click your avatar, then Account Settings.

The Admin section is only visible available if you are a Kantree Administrator.

You can edit your username, display name, and email address.

1-2 Account / Preferences

Kantree supports French, English, German, Spanish, Italian, and Portuguese.

You can change the first day of the week (used in all calendar and date displays) and the time format.

You can upload a profile picture.

If you do not upload one, Kantree will display the first letter of your username with a randomly assigned color.

1-3 Account / Email Settings

Here you can enable:

Receipt of Kantree notifications by email
Receipt of Kantree communications

1-4 Account / Offline Data

If your data does not seem to update correctly, it may be due to cached offline data. You can clear it by clicking Delete Offline Data.

Don’t worry: this will not delete any data stored on our servers. It only removes locally cached data from your browser.

1-5 Account / Appearance

Customize the appearance of the sidebar and top navigation bar.

Set the default color for workspaces (this can later be changed in the workspace settings).

2- Security

2-1 Security / Change Your Password

You can change your password from Account Settings > Security.

2-2 Security / Two-Factor Authentication

We strongly recommend enabling two-factor authentication (2FA) using an application such as Authy.

2-3 Security / Sign Out from All Devices

You can sign out from all devices with a single click.

3- Third-Party Accounts

Manage connections to Kantree through third-party services such as Google and Microsoft.

See the Third-Party Integrations Guide.

4- Developer

4-1 Developer / API Key

Retrieve the API key that allows you to connect Kantree with your applications (inbound and outbound integrations).

4-2 Developer / OAuth Applications

Here, you can authorize applications to connect securely to Kantree.

5-Delete Your Account

You can delete your account here. Once deleted, it cannot be restored.

Support

1- Browser Support

Kantree is compatible with the latest versions of Chrome, Firefox 38+, Microsoft Edge, Safari, and Chrome for Android.

We no longer fix issues related to older browsers, and many of the technologies we use are no longer supported by them.

2-User Support

Just above your avatar in the left sidebar, you can contact our Support team for assistance or suggestions.

Personal Spaces

My Work (#my-work}

When you log in to Kantree, you arrive on your personal workspace. To return to it at any time, click the Kantree logo at the top left of the sidebar.

Inbox: Activity feed in chronological order
Agenda: Calendar view of your upcoming deadlines

A calendar is displayed on the right and shows upcoming deadlines with a green dot. You can click a date to display the related card.

You can add the iCalendar feed to your own calendar by clicking the icon next to the month and year.

Cards Assigned to Me: List of cards in which you are involved
My Requests: Requests generated through forms
Dashboard: Reporting across multiple projects for a high-level overview
Workspace Views: Views you have chosen to add to “My Work” for quick access

By clicking Workspaces, you can choose which projects you want to follow.

From My Work, you can open the card associated with a notification. Clicking the gray asterisk (*) marks the notification as read, removing it from the feed.

Personal Workspaces (Enterprise Plan)

If you have subscribed to an Enterprise plan, the instance super administrator can create personal workspaces for users.

See the Collaborating with Your Team Guide – Personal Workspaces.

In the left sidebar, you will find several menu icons that help with your daily use of Kantree.

Favorites

Quick access to your favorite workspaces.

Recently Opened

Access the workspaces you have recently viewed.

Personal Workspaces

If you have subscribed to a Business or Enterprise plan, you can have a personal workspace area. Here you will find all of your personal workspaces.

Search

The search icon gives you access to a global search across all projects you participate in.

By clicking the search icon or the detach icon, you can open a dedicated search page displaying results in full-screen mode.

Notifications

In the center of the screen, you can view the latest updates on the cards you follow (see the Notifications Guide).

User account