Setting Up
The admin checklist for a new Kinabase organisation
This section is for System admins and implementation partners configuring a new Kinabase organisation. If you haven't already, start by creating your first collection - then work through the checklist below to get your organisation ready for your whole team.
The setup checklist
Understand user types
Learn the user types in Kinabase - Standard user, System admin, Billing admin, Portal user - and the statuses a user can be in.
Invite users and licences
Invite your team, and understand how licences and billing work per active internal user.
Connect to Microsoft 365
If your organisation uses Microsoft 365, connect it to sign users in and sync accounts automatically - no need to re-enter details.
Assign roles and permissions
Set up roles and permission levels so people see and edit only what they need.
Configure the colleagues list
Customise the built-in Colleagues list to hold the information you need about your people.
Import your data
Bring in records, activities, tasks and data structures in bulk from CSV files.
Set up your brand guide
Define fonts, colours and logos, applied automatically to document templates and portals.
Understand billing
Learn what a Billing admin can do, and how plans, usage and invoices work.
Need more help? Ask your System admin, or contact our support team via Help & Support.