Getting Started

Setting Up

Index

Create Your First Collection

Set Up Your Organisation

Understand User Types

Invite Users & Licenses

Connect to Microsoft 365

Assign Roles & Permissions

Configure the Colleagues List

Importing & Exporting Data

Billing Admin Guide

Your Account

Managing Your Profile

Collections

Configuring Collections

Types

Collection Lists

Turning on the Files Tab

Fields

Field Types

Configuring Fields

Computed Fields

Linked Collection Fields

Lookup Fields

Aggregation Fields

Records

Adding Records

Finding and Filtering Records

Adding Unique Identifiers

Record Tabs

Bulk Operations

Printing & Scanning Records

Tasks

Activities

Configuring Activities

Using Activities

Activity Logs

Workflows

Automations

Reporting

Files & Docs

Help & Support

Index

Here's a quick overview of the steps to get started with Kinabase:

Create your first collection

Learn how to set up your first collection

Collection

A list of records in Kinabase, similar to a table in a spreadsheet or database.

in Kinabase using AI suggestions.

Learn more

Set up your organisation

Learn how to configure your organisation's details and branding in Kinabase.

Learn more

Understand user types

Learn about the three main user types in Kinabase - System Admin, Billing Admin, and Regular Users.

Learn more

Invite new users

Learn how to invite new users to Kinabase and manage licenses effectively.

If your organisation already uses Microsoft 365, you can sync these accounts directly with Kinabase - so you don't need to re-enter any details.

Check out our guide on Syncing Users with Microsoft 365 for step-by-step instructions.

Learn more

Assign roles & permissions

Learn how to set up roles

Role

A grouping of permissions you assign to Colleagues to control their access in Kinabase.

and permissions

Permission

A specific right to view, edit, delete, or administer parts of Kinabase, granted via Roles.

in Kinabase to manage user access effectively.

Learn more

Configure the colleagues list

Learn how to configure the Colleagues

Colleague

A team member who has full access to a Kinabase workspace and its settings.

List in Kinabase for better user management.

Learn more

Import your data

Learn how to import

Import

The process of bringing external data into Kinabase, typically from CSV or spreadsheet files.

and export

Export

The process of extracting data from Kinabase into a file format such as CSV for use elsewhere.

data in Kinabase, including records

Record

An individual entry within a Collection, like a row in a database table, representing one item or entity.

, activities

Activity

A log of what's happened. This could be an event or note related to a Record, such as an email, call, or meeting.

, tasks

Task

Something that needs to be done. Create and assign tasks to yourself or others, often linked to a specific Record.

, and data structures.

Learn more

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