# Frequently Asked Questions

Find answers to common questions about using Kaana.

Updated over a month ago

## Account & Login

<details>

<summary>I forgot my password. How do I reset it?</summary>

* Go to the login page&#x20;
* Click "Forgot Password"
* Enter your email address
* Check your email for a reset link
* Click the link and create a new password

</details>

<details>

<summary>Why can't I log in?</summary>

Common reasons:

* **Incorrect email/password** — Double-check for typos
* **Account locked** — Wait 15 minutes after multiple failed attempts
* **Account deactivated** — Contact your administrator

</details>

<details>

<summary>How do I change my email address?</summary>

* Go to Settings > Profile
* Update the email field
* Verify the new email address
* Your login will update

</details>

## Navigation & Features

<details>

<summary>Why can't I see certain menu items?</summary>

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

</details>

<details>

<summary>How do I customize my navigation?</summary>

* Go to Settings > Preferences
* Drag and drop menu items to reorder
* Your layout is saved automatically

</details>

<details>

<summary>Where did my project go?</summary>

Check if:

* The project was deleted (check with owner)
* You were removed from the project
* Filters are hiding it (clear all filters)

</details>

## Projects & Tasks

<details>

<summary>How do I create a new project?</summary>

* Click "+ New Project" from Projects page or dashboard
* Enter the project name and details
* Click "Create"

</details>

<details>

<summary>How do I assign a task to someone?</summary>

* Open the task
* Click the "Assignee" field
* Select the person
* They'll be notified

</details>

<details>

<summary>How do I mark a task as complete?</summary>

* Open the task
* Change the status to "Completed"
* Or click the checkbox in the task list

</details>

<details>

<summary>Why can't I edit a project?</summary>

You may not have edit permissions. Check with:

* The project owner
* Your administrator

</details>

## Documents

<details>

<summary>What file types can I upload?</summary>

Supported formats include:

* PDF documents
* Word documents (.docx)
* Excel spreadsheets (.xlsx)
* Images (PNG, JPG)
* And more

</details>

<details>

<summary>How large can files be?</summary>

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

* Compressing the file
* Splitting into multiple files
* Linking to external storage

</details>

<details>

<summary>How do I download a document?</summary>

* Open the document
* Click "Download"
* The file saves to your computer

</details>

## Teams & Permissions

<details>

<summary>How do I add someone to my team?</summary>

If you're an admin:

* Go to Settings > Users
* Click "+ Invite User"
* Enter their email and role
* Send the invitation

</details>

<details>

<summary>What are the different roles?</summary>

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

</details>

<details>

<summary>How do I change someone's role?</summary>

If you're an admin:

* Go to Settings > Users
* Find the user
* Select a new role
* Save

</details>

## Billing

<details>

<summary>How do I change my plan?</summary>

* Go to Settings > Billing
* Click "Change Plan"
* Select new plan
* Confirm change

</details>

<details>

<summary>How do I add more users?</summary>

* Go to Settings > Billing
* Click "Add Seats"
* Enter number of seats
* Confirm

</details>

<details>

<summary>Where are my invoices?</summary>

* Go to Settings > Billing
* Click "Payment History"
* Download any invoice

</details>

## Integrations

<details>

<summary>How do I connect Slack?</summary>

* Go to Settings > Integrations
* Find Slack
* Click "Connect"
* Authorize in Slack

</details>

<details>

<summary>Why is my integration not syncing?</summary>

Try:

1. Check connection status in Integrations
2. Refresh the connection
3. Re-authorize if needed
4. Check for error messages

</details>

## Performance

<details>

<summary>The app is running slowly. What can I do?</summary>

* Clear your browser cache
* Try a different browser
* Close unused tabs
* Check your internet connection

</details>

<details>

<summary>Data isn't updating. What should I do?</summary>

* Refresh the page
* Clear browser cache
* Log out and back in
* Report if issue persists

</details>

## Getting More Help

<details>

<summary>How do I contact support?</summary>

* Use the Help menu in the app
* Email support from your Settings page
* Check the Help Center for guides

</details>

<details>

<summary>How do I report a bug?</summary>

* Note what happened and steps to reproduce
* Take a screenshot if possible
* Contact support with details

</details>

<details>

<summary>How do I request a feature?</summary>

Contact support or your account manager with:

* Description of the feature
* Why it would help you
* How you’d use it

</details>