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Getting Started

How to Access Kinabase

Setting Up

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

Signing In & Out

Security Settings

Collections

Create Collections

Configuring Collections

Collection Sidebar

Collection Lists

Turning on the Files Tab

Fields

Configuring Fields

Computed Fields

Linked Collection Fields

Aggregation Fields

Records

Finding and Filtering Records

Adding Unique Identifiers

Bulk Operations

Printing & Scanning Records

Tasks

Configuring Tasks

Activities

Configuring Activities

Using Activities

Views

Workflows

Automations

Outbound Emails

Forms

Reporting

Creating Reports

Creating Charts

Data Visualisation Tools

Files & Docs

Organising Files

Document Templates

Email

Emails and Kinabase

Managing Email Addresses

Email Forwarding

Set up Outlook Add-in

Using Outlook Add-in

Outbound Emails

Calendar

Using your Calendar

Portals

Internal Portals

External Portals

Custom Domains & Branding

Managing Portal Users

Tools

Data Visualisation Tools

Record Roulette

Glossary Troubleshooting FAQ

Help & Support

Troubleshooting

Errors within Kinabase may be accompanied by an error code. You can learn more about the issue and how to resolve it on this page.

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Our support team can help resolve the issue you're facing.

Email Support +44 (0)1223 626261