Learn about which actions KaiNexus Champions can perform and which require KaiNexus staff.
Assuming you have the necessary System Role Permissions, you can make many KaiNexus configuration updates yourself. However, some areas of the platform must be configured by KaiNexus staff.
This support page will help you understand which changes you can make yourself and when you need to ask your Customer Success Manager for help.
Do it yourself
The following are administrative actions users with the appropriate permissions can perform themselves in KaiNexus:
- Manage your organization's Boards, including creating Boards, editing the Cards on a Board, and more
- Create and share Item Lists
- Manage users, including adding new users, editing user profiles, and inactivating users
- Manage System Roles, such as creating Roles and assigning them to users
- Create Goals for your organization
- Manage the Attribute Values available for each of your organization's Attributes
- Manage Impact Values, Standard Work, and Weighted Scores
- Manage your Network, including creating new Locations, changing their nesting structure, and assigning them to users
- View and create Reports
- Create Login Notices
- Add translations
- Update general settings, such as your organization's name, logo, legal notice, colors, and default Digest & Subscription Days
- Manage your organization's User Attributes, including Titles, Positions, Employment Statuses, and Certifications
- Import Charts with the Multi Chart Importer
Requires KaiNexus Staff
The following configuration changes require help from your KaiNexus Customer Success Manager or other KaiNexus staff:
- Create and update Templates, including adding and removing Fields and Attributes from them
- Manage your organization's Workflows
- Create Fields and Attributes
- Create No Change Reasons, Impact Types, and Investment Types and add them to Templates
- Create Custom Statuses and Custom Team Roles and add them to Templates
- Update Resolution and Team terminology
- Configure your organization's currencies and languages
- Bulk Import Items, People, and Translations
- Configure security settings, including SSO configuration
- Configure Escalations, Milestones, and Stage Gates
- Create Custom Badges
- Update branding settings