User Terms

Terms

• User

An individual employee account, typically office staff, managers, techs and sales reps, who may be granted access to your SecurityTrax system.

• User Profile

The Admin location of a User in SecurityTrax. The User Profile contains all User sections and allows you to fully customize the User experience in SecurityTrax.

• User Information

The section of the User Profile under the User tab which allows you to adjust the following information on the User:

• Active (slider)

When "Active" is selected, this User will display in your system.

• Can Login (slider)

When "Can Login" is selected, this User will be able to login into the system.

• First Name

• Last Name

• Email

• Address

• Primary Phone

• Cell Phone

• Work Phone

• Cell Phone Carrier

• Language

• Time Zone

• Fax

• User Settings

The section of the User Profile under the User tab which allows you to adjust the following information on the User:

• Email Reminders (slider)
• Restore Sessions (slider)

• Login Information

The section of the User Profile allows you to adjust the Username of the User.

• Password Settings

The section of the User Profile under the Login Information tab allows you to adjust the password of the User.

• Notifications (User Profile)

The section on the User Profile which allows you to enable all types of Notifications linked to a user. These notifications may be sent via email, SMS and within SecurityTrax's notification bell.

Notifications on the User Profile break down into the following three types:

• Tech
• Sales
• User

Note: Click here to learn more about Notifications in SecurityTrax.

• User Policies

Provides the ability to override (or append to) the Policies applied to a user’s assigned Group.  User Policies are specific to the user and do not effect the Groups' Policies on a Resource.

• Role Settings

The section on the User Profile which contains the Tech Settings.

• Tech Settings

Located within Role Settings, this section allows you to set the start address and coverage radius for a technician.

• Inventory (User Profile)

The section on the User Profile where you can set the User as an Inventory Recipient and set their shipping address information.

• Human Resources

The section on the User Profile where you can set the following information on the User.

• Hire Date
• Start Date
• Recruited By
• Title
• Title Designation
• Transfer Date
• Legal Name
• SSN
• Birth Date
• Payroll Identifier
• Last Day with Company
• Leave Reason
• Re-Hire Date
• Notes

• Payee Assignments

The section on the User Profile which allows you to assign a Payables Level to the User.

• History

The section on the User Profile which contains a log of transactional activity the User has made in SecurityTrax. 

• Files

The section on the User Profile where you can attach files to a User.

• Time Off

The section on the User Profile where you view past time off information and set new time off information.