Basic Setup Guide

Introduction

As a new user of SecurityTrax their are a handful of things you need to do in order to get going.

This "Basic Setup Guide" is broken down into  8 sections that will step you through the process.

Note: It is highly recommended to click on each link provided and read through each section. Most, if not all, questions are answered in our documentation. If you feel that you cannot find your answer, we suggest using the search feature to locate any documentation on the topic prior to reaching out to SecurityTrax directly.

1. Permissions

In order to have access to all the capabilities and features in SecurityTrax you must first create permission groups to assign your users.

Note: It does not matter whether you create the users or permission groups first.

The following link will take you to our Permission Groups documentation which break down the Permissions features in SecurityTrax.

• Permission Groups

2. Users

Once you have created permission Groups you should have users to assign a permission group to. 

The following link will take you to our User documentation which will break down the User features in SecurityTrax.

• Users

3. Assigning Roles

Let's make sure the Users we created are assigned their proper Roles. You should be aware of the following Roles in SecurityTrax:

• Roles
  • What Are Roles?
    • Sales Representative 
    • Technician
    • Task Assignee
    • Work Order Assignee
    • At-Risk Assignee
    • Lead Representative

To ensure that your Users are showing up in the proper locations make sure you are assigning them the right roles. 

Note: If you want a Technician or Sales Rep to show up on the calendar, make sure they are assigned those respective Roles.

4. Office Location(s)

Now, let's move on to Office Locations.  

The following link will take you to our Office Location documentation.

• How to Manage Office Locations

5. Partner Companies

With Office Locations set up, it's time to set up your Partner Companies.

The following link will take you to our Partner Company documentation.

Note: In order to have a Partner Company display in the source drop down on either the lead or customer, you need to ensure that they have been set to sell leads or customers. You will learn how to do this using the link below. Keep in mind that a Lead Source is required to save a lead record.  A Partner Company that is marked as "Sells Leads" is required to be set up in order to have a Lead Source available for selection. 

• How to Manage Partner Companies

6. Equipment

Let's now learn how to setup and manage your equipment in SecurityTrax.

The following link will take you to our Equipment documentation.

How to Manage Equipment

7. Monitoring Company & Central Stations

Setting up your Central Station information will be critical to properly connect your customers to their monitoring services in SecuityTrax.

The following link will take you to our Monitoring Company & Central Stations documentation.

• How to Manage Monitoring Companies

8. Content Management

Finally, we need to finish some content management items. The following items should be relatively quick to create and set up:

• Activation Fees

  • How to Manage Activation Fees

• Contract

  • How to Manage Contract Terms

• Cancelation Reasons

  • How to Manage Cancelation Reasons

• Dealer Numbers

  • How to Manage Dealer Numbers

• Monthly Charges

  • How to Manage Monthly Charges

• Customer Warranties

  • How to Manage Customer Warranties

• Appointment Subtypes

  • How to Manage Appointment Subtypes

Ready 

Now that you have reached the end of the Basic Setup Guide, you are ready to start using SecurityTrax. While you may still have questions about various features, the basic tenets are now finished.  

Note: If you feel that you cannot find your answer, we suggest using the search feature to locate any documentation on the topic prior to reaching out to SecurityTrax directly.