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User account

All the information related to your user account

5 min read
In this article

This guide covers your account settings, your personal spaces and the menus of the app sidebar.

Account settings

Click your picture at the bottom left of the screen, then Account settings. The Admin item only appears for the administrators of the Kantree installation.

Your profile

Change your information

In Account, change your Username, your Email and your Display name, then click Update. Below, upload a Profile picture. Without a picture, Kantree shows your initial on a color.

The account settings

Preferences

  • Language: English, French, German, Spanish, Italian or Portuguese.
  • Timezone: used for dates, reminders and quiet hours.
  • Week starts on: the first day of the week in calendars.
  • Time format: 12 or 24 hours.

Email settings

Choose to receive the product updates and tips of Kantree by email. To choose which notifications you get by email, see Notifications.

Offline data

If your data does not seem up to date, clear the data that your browser keeps for offline use: click Clear offline data. Your data on the server is not deleted.

Appearance

Choose the Theme (the menu in a Sidebar, or in a Topbar) and the Main theme color.

Notifications

Choose how you receive each type of notification (mentions, assignments, comments, reminders…): on your Desktop, on your Mobile or by Email. You can also set Quiet hours and receive a digest of your unread notifications (Unread notifications digest). See Notifications.

Security

Change your password

In Account settings, then Security, enter your current password and the new one, then click Update.

Two-factor authentication

Two-factor authentication protects your account: to log in, you need your password and a code from an app on your phone (such as Google Authenticator or Authy).

  1. Click Enable 2FA.
  2. Scan the QR code with your app.
  3. Enter the code that the app shows, then click Activate.

Your organization can require two-factor authentication: you then set it up at your next login.

Log out from all devices

Click Logout from all devices to close all your sessions, for example if you lost your phone.

Third-party accounts

Connect your Google or Microsoft 365 account to log in with it. See Integrations.

Developer

API key

Click Create API key to connect other applications to Kantree, for example PowerBI. Choose what the key can do and which workspaces it can access. Keep the key secret.

OAuth apps

Developers create OAuth apps here, to let other applications connect to Kantree on behalf of users.

Delete your account

In Delete account, you can delete your account. You cannot restore it afterwards.

Help

Click the ? at the bottom of the app sidebar to open Help & support:

  • Get started and User guides: the guides of Kantree, such as this one.
  • FAQ and Community.
  • Open support ticket, or write to the support by email.
  • Keyboard shortcuts, Reset onboarding (to see the tutorials again) and Leave us a review.

Help and support

Template library

The template library lists the workspace templates of Kantree and of your organization. Open it with New workspace, or from the menu of your picture.

Blog

The menu of your picture also gives the link to the Kantree blog: product news, customer stories…

Leave a review

Help other people choose Kantree: click Leave us a review in the help, or Leave a review in the menu of your picture.

Support

Browser support

Kantree works with the latest versions of Chrome, Firefox, Microsoft Edge and Safari, on computers and on phones. Older browsers and Internet Explorer are not supported.

Contact the support

Click the ? at the bottom of the app sidebar, then Open support ticket or the email address of the support.

My work

Your personal hub

My work collects what concerns you in all your workspaces. Click its icon at the top of the app sidebar. You can make it your home page with Use as home.

  • Inbox: the latest activity on your cards. The calendar on the right shows your next due dates. Click the star of an item to mark it as read, or Mark all as read.
  • Agenda: your due dates in a calendar.
  • Cards assigned to me: the cards where you are in a member field.
  • My requests: the requests that you sent with forms.
  • Dashboards: your own dashboards, with data from several workspaces. Click Add dashboard.
  • Views: the views that you added with Add to my work in the menu of a view.

My work

To choose which organizations and workspaces the inbox shows, use the menu at the top of the inbox.

The agenda

Personal workspaces

On private cloud and self-hosted installations, the administrator can allow personal workspaces: workspaces that belong to you, outside the organizations. See Personal workspaces.

The app sidebar is always on the left of the screen. From top to bottom:

  • My work: your personal hub. The number shows your unread notifications.
  • Discussions: your chats. See Discussions.
  • Favorites and Recently opened: your favorite and recent workspaces and cards.
  • Your Personal workspaces, if your installation allows them, and the workspaces shared with you.
  • Your organizations.
  • At the bottom: the search, the help, and the menu of your account.

Favorites

Quick access to the workspaces and cards that you added to your favorites.

Recently opened

The workspaces that you opened recently.

Personal workspaces

Your personal workspaces, if your installation allows them.

The magnifier searches all the workspaces that you can access. Type a workspace name to open it, or press Enter to search the cards. See KQL.

Notifications

In a workspace, the bell at the top right shows the notifications of the workspace. See Notifications.