We added ucr.edu to the list of domains that automatically qualify for free Academic Accounts: sign up with a ucr.edu email and you will automatically get a free 10-user plan.
Tag Archives: Account
Requesting a Refund or Credit for your Account
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
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
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!
Adding Maastricht University to our list of supported universities
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 Temple University to our list of supported schools & universities
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.
Enjoy.
Free Kerika Accounts for the Open Window Institute in South Africa
We have added @Open Window in South Africa to the list of schools we support with free Kerika Accounts. Sign up with an openwindow.co.za email and you will automatically qualify.
Enjoy.
We are offering free Academic Accounts to users at Universitat Oberta de Catalunya
Following a request from a student at the Universitat Oberta de Catalunya in Barcelona, Spain, we have decided to add UOC to the list of universities and schools where users automatically get free Academic Accounts.
A free Academic Account is intended to help students and educators get more done with their teams: a free Account has all the features of Kerika, but is limited to a maximum of 10 Team Members working on boards owned by that Account.
Every user can set up their own Account, so effectively it is possible for a very large group of students and educators to use Kerika free for their academic work!
If you are interested in getting Kerika for your (nonprofit) school or college, please get in touch!
Teams and Privacy in Kerika: a new tutorial video
And another video in our revamped tutorial series: how you can manage your teams and privacy in Kerika.
https://youtu.be/k6-3f1Nlhh4
We hope these tutorials are useful; let us know what you think.
A tutorial video on using Kerika with Box
OK, another tutorial video done: this time on how to use Kerika with Box.
Kerika works seamlessly with Box for secure storage of all your project files: just sign up as a Kerika user with your Box ID, and all your Kerika files will be stored in your own Box Account, where they will always be under your control.
This tutorial video shows you how.
Intended audience for this video: new Kerika users who want to leverage Box.