Frequently Asked Questions

Find answers to common questions about using Kaana.

Updated over a month ago

Account & Login

I forgot my password. How do I reset it?

• Go to the login page

• Click "Forgot Password"

• Enter your email address

• Check your email for a reset link

• Click the link and create a new password

Why can't I log in?

Common reasons:

• Incorrect email/password — Double-check for typos

• Account locked — Wait 15 minutes after multiple failed attempts

• Account deactivated — Contact your administrator

How do I change my email address?

• Go to Settings > Profile

• Update the email field

• Verify the new email address

• Your login will update

Navigation & Features

Why can't I see certain menu items?

Your role determines what you can access. If you need access to a feature, contact your administrator to adjust your permissions.

How do I customize my navigation?

• Go to Settings > Preferences

• Drag and drop menu items to reorder

• Your layout is saved automatically

Where did my project go?

Check if:

• The project was deleted (check with owner)

• You were removed from the project

• Filters are hiding it (clear all filters)

Projects & Tasks

How do I create a new project?

• Click "+ New Project" from Projects page or dashboard

• Enter the project name and details

• Click "Create"

How do I assign a task to someone?

• Open the task

• Click the "Assignee" field

• Select the person

• They'll be notified

How do I mark a task as complete?

• Open the task

• Change the status to "Completed"

• Or click the checkbox in the task list

Why can't I edit a project?

You may not have edit permissions. Check with:

• The project owner

• Your administrator

Documents

What file types can I upload?

Supported formats include:

• PDF documents

• Word documents (.docx)

• Excel spreadsheets (.xlsx)

• Images (PNG, JPG)

• And more

How large can files be?

Maximum file size is 10MB. For larger files, consider:

• Compressing the file

• Splitting into multiple files

• Linking to external storage

How do I download a document?

• Open the document

• Click "Download"

• The file saves to your computer

Teams & Permissions

How do I add someone to my team?

If you're an admin:

• Go to Settings > Users

• Click "+ Invite User"

• Enter their email and role

• Send the invitation

What are the different roles?

Role	Access
Owner	Full access, billing
Admin	Full access, no billing
Member	Standard access
Guest	Read-only

How do I change someone's role?

If you're an admin:

• Go to Settings > Users

• Find the user

• Select a new role

• Save

Billing

How do I change my plan?

• Go to Settings > Billing

• Click "Change Plan"

• Select new plan

• Confirm change

How do I add more users?

• Go to Settings > Billing

• Click "Add Seats"

• Enter number of seats

• Confirm

Where are my invoices?

• Go to Settings > Billing

• Click "Payment History"

• Download any invoice

Integrations

How do I connect Slack?

• Go to Settings > Integrations

• Find Slack

• Click "Connect"

• Authorize in Slack

Why is my integration not syncing?

Try:

1. Check connection status in Integrations

2. Refresh the connection

3. Re-authorize if needed

4. Check for error messages

Performance

The app is running slowly. What can I do?

• Clear your browser cache

• Try a different browser

• Close unused tabs

• Check your internet connection

Data isn't updating. What should I do?

• Refresh the page

• Clear browser cache

• Log out and back in

• Report if issue persists

Getting More Help

How do I contact support?

• Use the Help menu in the app

• Email support from your Settings page

• Check the Help Center for guides

How do I report a bug?

• Note what happened and steps to reproduce

• Take a screenshot if possible

• Contact support with details

How do I request a feature?

Contact support or your account manager with:

• Description of the feature

• Why it would help you

• How you’d use it