An updated primer, showing for organizations that are using G Suite (formerly known as Google Apps for Business) can install and authorize Kerika for their domains:
The organization’s Google Admins (and there’s usually more than one such person) can view their Google Console at https://admin.google.com: click on the Apps button.
Start at the Google Admin Console
2. This will take you to all your Google-related apps.
Kerika falls into the Marketplace Apps category, so click on that button.
Go to Marketplace Apps
(All the other buttons are for apps from Google itself; Marketplace is where third-party vendors like Kerika show up.)
3. Click on Add Services
This will take you to the G Suite Marketplace
Add services to your domain
4. Search for Kerika
It would be nice if Kerika showed up right away, but you need to search for it in the box shown below:
Search for Kerika
5. Select Domain Install
The Domain Install option will allow everyone in your organization to use Kerika:
Click on Domain Install
6. Accept the Terms
Accept the Terms
7. Success!
Kerika is now installed for your organization’s use:
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.
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:
Manage Subscriptions Step 1
A dialog will appear; select the Manage My Account option:
Manage Subscriptions Step 2
This will take you to your Account page inside the Kerika app:
Manage Subscriptions 3
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:
Subscription Count
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:
Request Credit
After confirming her request, the user’s Account Summary page now reflects the credit she has gotten by reducing her plan size:
Request Refund
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!)
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:
Manage Account Team Step 1
Then select the Manage My Users option in the dialog that appears:
Manage Account Team Step 2
This will take you to your Account Management page with all the users listed:
Manage Account Team Step 3
When you hover your mouse over any of the people listed, user management actions appear as buttons:
Manage Account Team Step 4
Clicking on the Manage User button offers two actions for someone who is currently a Team Member in your Account Team:
Manage Account Team Step 5
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.
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.
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.
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.
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!
