Requesting a Refund or Credit for your Account

April 3, 2019KerikaAccount, BillingKerika

In our previous blog post, we explained how an Account Owner can remove someone from their Account Team, or reduce their role to a Visitor. Both options can help if you want to reduce the cost of your Kerika subscriptions, since you don’t have to pay for Visitors.

Once the number of Team Members and Board Admins in your Account Team falls below the licensed (paid-for) amount, you can shrink your subscription count as well.

(You need to reduce the size of your active Account Team first, before you can reduce your subscription count since Kerika automatically checks to make sure you are paying for all of your current Team Members.)

To manage your subscriptions, click on your photo/initials on the top-right corner of the app:

A dialog will appear; select the Manage My Account option:

This will take you to your Account page inside the Kerika app:

A section within this page shows the size of your current plan, and whether there are any unused subscriptions. If you had followed the steps for reducing the size of your Account Team, you should have unused subscriptions shown, as in the example above.

Click on the Manage My Current Plan button, and you will see a dialog like this:

In the example shown above, this account has 2 unused subscriptions, and the Account Owner can reduce her Kerika plan down to 18 users. When the subscription plan size is changed, Kerika calculates whether you are owed a refund or need to pay more (if your plan increased in size).

This calculation is based upon the number of days left before your existing subscriptions expire. In this example, the user can get a refund of $74.10:

After confirming her request, the user’s Account Summary page now reflects the credit she has gotten by reducing her plan size:

Most people leave the credit in place because small changes in their Account Team are expected, both in terms of reducing Team Members and increasing them.

If you are sure that you will never use the credit, you can click on the Request Refund button (shown above) and a refund check, drawn in US dollars from a US bank, will be sent to the user’s billing address. (So make sure your billing address is up to date!)

Removing someone from your Account Team

April 3, 2019KerikaAccount, Distributed TeamKerika

The Account Owner can remove, or downgrade, any member of her Account Team: this is a simple, instantaneous action that can be done while logged into Kerika.

While logged in, click on the the user photo (or initials) that appear at the top-right corner of the app:

Then select the Manage My Users option in the dialog that appears:

This will take you to your Account Management page with all the users listed:

When you hover your mouse over any of the people listed, user management actions appear as buttons:

Clicking on the Manage User button offers two actions for someone who is currently a Team Member in your Account Team:

The Remove from Account action will remove this person from every board owned by your Account. This can’t be undone, so take care if you do this!

The Make This User a Visitor action will change this person’s role to a Visitor, across any boards owned by your Account where this person was originally a Board Admin or Team Member.

Use the Remove action when you simply want to exclude someone from everything in your account, e.g. if an employee resigns.

Use the Make Visitor action if you don’t expect this person to have an active role in any of your boards, and you don’t want to pay for this person’s subscription anymore.

Visitors will continue to show up in your Account Team list, but you don’t need a subscription for them.

Free Kerika Accounts for folks at University of Malaya

February 24, 2019Education, Non ProfitsAccount, Agile, Distributed Team, Google Apps, Interesting Users, Kanban, Lean, Task BoardKerika

We have added the University of Malaya to the list of domains from which people can automatically qualify for a free Academic Account: anyone signing up for Kerika+Google with a um.edu.my email — students, teachers and administrators — can automatically qualify to have up to 10 Team Members working on boards owned by their account.

Enjoy!

A new tutorial video on Custom Workflows in Kerika

February 16, 2019TutorialsAgile, Kanban, Lean, Scrum, Task Board, Task Management, WorkflowKerika

For new users, a new tutorial video on how you can customize the workflow on your Task Boards and Scrum Boards:

An updated video: how to use Kerika for Scrum Projects

February 13, 2019TutorialsAgile, Distributed Team, Scrum, Task Management, WorkflowKerika

Kerika makes Scrum easy for everyone, even people who are not techies. This tutorial video shows how you can set up boards for each of your Scrum Sprints.

How files are managed when you sign up with your email

February 11, 2019TutorialsAgile, Canvas, Direct Sign Up, Document Management, Kanban, Lean, Task BoardKerika

Most people sign up as new Kerika users using a Google ID or Box ID, but an increasing number of folks are opting for direct signup: this means signing up with your email (any email will do).

For these folks, here’s a quick tutorial video that shows you how your files are stored and shared.

We revamped our Support page

February 11, 2019KerikaSupportKerika

We have redone our Support page, to include our latest tutorial videos and to also weed out some obsolete references.

We hope you like it.

Adding Maastricht University to our list of supported universities

February 7, 2019EducationAccountKerika

We have added Maastricht University to the list of organizations from which users will automatically qualify for free Kerika Academic Accounts.

This means anyone signing up with a maastrichtuniversity.nl email will automatically be able to have account teams of up to 10 people each.

Enjoy.

Adding support for Mozilla’s Extended Support Releases

February 1, 2019TechnologyNew VersionKerika

Kerika works well on modern browsers, but we still occasionally get folks trying to sign up using an obsolete or very old browser. (For example, Internet Explorer is obsolete; you need to use Microsoft Edge.)

To handle this, Kerika checks the browser information returned by your computer when you try to sign up or login, to weed out the unsupported old browsers.

We have expanded this now to make sure organizations that are using Mozilla’s Extended Support Release (ESR) program to manage their Firefox deployments are not hindered. Based upon this chart from Mozilla:

It looks like ESR 60.3.0 is equivalent to regular Firefox 63, so we now let people using this ESR (or newer) to use Kerika.

Adding Temple University to our list of supported schools & universities

January 30, 2019EducationAccountKerika

We have added temple.edu to the list of domains that automatically qualify for free Academic Accounts — just sign up with your @temple.edu email and you can have up to 10 Team Members working on the Task Boards, Scrum Boards and Whiteboards owned by your account.