Kommbox: Getting Started and Basic Administration Guide

© Acism Software Private Limited, Pune, india

Getting Started and Basic AdministrationGetting Started and Basic AdministrationStep by Step GuideStep by Step Guide

Acism Software Private Limited, India

Web: http://kommbox.comEmail: [email protected]: @kommboxFacebook: KommboxGoogle+: +Kommbox

http://twitter.com/kommbox

http://facebook.com/kommbox

https://plus.google.com/+Kommbox/


Sign up

Provide the information asked. Ensure correct email id, as your

activation link will be emailed there.

Referer will be automatically notified by email on your successful sign up.


Activation & One Time Setup

Click on the activation link provided to you in email. You will be prompted to set your password.

You can then log in to your new account with your email id and password.

You will be taken to the One Time Setup.


Follow the instructions and complete all the 3 steps. Your initial few kommboxes and users should be in place after that.

One Time Setup


Understanding Menus

User Menu – available to all users

Administration Menu - available only to administrators. One who signs up for the account automatically

becomes the administrator. Another user may be made administrator as well.

Top Menu – available to all users


Creating Users

Only an administrator can create other users. Assign the right role to the user. (Create it if it is not there.) Also important is to identify the user as internal or external

to the organization. The newly added users are sent a welcome email

automatically. It contains their activation link using which they can activate their account and set their password.


User List

Newly added users would not appear in the Active User list.

Change the “Show” dropdown to “unverified”. The newly added users will now be shown. They will stay “unverified” till they activate themselves (by clicking the activation link sent to their email id).

In case a user does not receive an activation email, then it can be re-sent from this screen.


User Page

Click any user to go to the user page. You can review the kommboxes for the user, and change

the assignments if needed. You can also edit and delete a user (using the icon buttons

in front of the user name)


Editing a User

When you edit a user, to go to the user's profile page. The user can access the same page through the “My Profile” user menu and set the profile information.

However, only you (the account admin) are able to make the user an Account Admin (just like you) and change him from an external to internal user (or vice versa).


Creating a kommbox

You need to create kommboxes to store your communication. Create one kommbox for every context.

While creating a kommbox, you choose whether it will be shared with all “internal” users automatically or you will manually assign users (internal or external) to it. Use the former for organization-wide cross-cutting concerns. Use the later for smaller teams or where external users could be involved.


Assigning Users to the kommbox

You will come to this screen only if you chose to manually assign users. Enter an email id and press tab. If a user already exists then the rest of

the information will be pre-filled. If not, you will need to add it manually. If a user does not exist, then a new user will be created and then

assigned to the kommbox. (This means that you could skip the explicit creation of some users as shown previously.)

Make a user “Kommbox Admin” to grant her extra privileges to manage information within that kommbox.


Reviewing kommboxes

Click on “My Kommboxes” to check the kommboxes in the account. You as an account admin will be able to see all the kommboxes in the account

whereas the other users will be able to see only the ones assigned to them. (Initially it will show all the open kommboxes, and when you click “Show Closed Kommboxes” then it will show you the kommboxes in the closed state. Kommboxes are closed only to reduce the clutter on the open kommboxes page.)

The kommbox icon is orange in color for the internally shared kommboxes, and blue for the other kommboxes where you control the assigned users.


Account Details

Click “My Account” menu to come to the Account Details screen. You may change some information and set up the social media account

details by clicking the “edit” icon button next to the account name (available only to the account admin).


Account Settings

Various settings corresponding to your account are available from the Account Settings screen:

Branding: The logo and name shown in top left Security of your information Roles that are used in your account Delete thank you records (old records may not be of any use) Setting the attachment storage location to Dropbox (instead of local) as

as to conserve disk space usage (which can be seen on the Account details page)


You are done!

We covered the essentials about signing up and basic administration of your account.

If you face any issue, write to us at [email protected]

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Kommbox: Getting Started and Basic Administration Guide