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Replies posted by Stupefly

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Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

We also tested messages with images, when the original Slack message has an image in it, the image disappears when posted to Karbon. Looks like the integration doesn’t support attachments of any sort. This really limits value to us. So, big +1 on this feature request.

Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

@Lachlan Macindoe I see that the Karbon integration isn’t approved by Slack. Is this something Karbon is pursuing? (Having Slack independently verify E2EE as part of their acceptance process would be comforting.)

JanaRising Star

asked in Ask a Peer

Grammarly

There’s an open feature request for Grammarly support:If you haven’t already, give it an upvote to help move things along

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

Work-around: Email templates

For any firm with substantial need for text snippets, I couldn’t recommend TextExpander more highly. It is a true power tool for standardized, recurring text and can be rolled out firm wide.

Amelia FreemanKarbon Team

Client Portal Security

Thanks for this, @Amelia Freeman! My biggest concern is that client logins are secured with only a username and password on a always-available front door landing page. Does Karbon monitor or protect against brute force attempts to log into the client portal as a client? Is MFA (or at least OAuth) not an option for v1 of the client portal? If so, I’m concerned.I’ve seen plenty of examples of passwords created by our clients and know that many clients have a tendency to use (reuse) weak passwords even for systems that access sensitive data/functions.If a client has an account compromised because they didn’t pay attention to security, they tend to blame the account provider, not themselves. In the case of the Karbon client portal, we’ll be get the blame.

Amelia FreemanKarbon Team

Client Portal Security

Magic Links can only be used once by a single device. A magic link can only be used a single time. Once it has been used, the device that received the email is considered a trusted device. Any attempt to reuse the link on any other device will be declined. If a client wants to access the portal on a second device they can request that a new link be generated and sent to them. @Amelia Freeman I assume that trust here is accomplished using an authentication cookie and that this trust is, therefore, browser-level not device-level. That is, trust/access would not extend across browsers on a single device.

Amelia FreemanKarbon Team

Changes to Karbon’s Client Portal will be live next week

@Amelia Freeman You write that the Magic Link “can't be accessed by anyone other than the users it’s sent to.” As I understand Karbon’s implementation, the Magic Link can be accessed by anyone in possession of the link regardless of how they might have obtained it. As such, there’s nothing inherently “secure” about the Magic Link. The link is only secure to the extent that it is kept out of unauthorized hands. Can you elaborate a bit on this?

A

Anonymous

Document management in Karbon

@max I agree on both major points: (1) pricing is minimal relative to base Karbon subscriptions and (2) doc searching is costly. Hopefully, Karbon will expose tier management via the UI so that we can upgrade/downgrade without support, have visibility into numbers of connections, and are notified when we’re nearing a tier cap.

A

Anonymous

Document management in Karbon

If Karbon is charging for this feature based on the number of connections, how can a firm effectively manage this? If every user is allowed to initiate a DMS connection for as many work items as they desire, I don’t an efficient way to maintain management control. Maybe I’m missing something.

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