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SecurityTrax

How to Manage Global Settings

To navigate to global settings

  1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, click Company Settings.
  3. Click Global Settings in the System section.

To manage company settings

  1. Click on Company on the left side menu.
  2. Here you can view and manage the Company settings.
  3. To edit, click the Pencil icon Screen Shot 2018-07-30 at 4.08.19 PM.png on the top right corner.
  4. Click Save to capture edits made.

To manage notification settings

  1. Click on Notifications on the left-side menu.
    • Note: All notifications, by default, are displayed in fully expanded sections. To collapse any section, click on the Expanded icon Screen Shot 2019-07-08 at 3.00.40 PM.png (shows that it is fully expanded). To expand any section, click on the Collapsed icon Screen Shot 2019-07-08 at 3.01.04 PM.png (shows that it is fully collapsed).
  2. Here, you can view and manage the Tech, Sales, and User notification settings (only Active notifications are available).
  3. To edit, click the Pencil icon Screen Shot 2018-07-30 at 4.08.19 PM.png on the top-right corner of the specific section.
    • Note: You must select the Default Enabled slider before Email and SMS will appear for selection as the notification channel.
  4. Click Save to capture edits made.

Notification settings defined

  • Inactive: No one in the company will be able to subscribe to/receive this notification in any way.
  • Active: Everyone in the company will receive this notification via Securitytrax (and Email/SMS if checked), unless the user selects Inactive in their notification settings.

To manage email settings

  1. Click on Email on the left side menu.
  2. Here you can view and manage email settings.
  3. To edit, click the Pencil icon Screen Shot 2018-07-30 at 4.08.19 PM.png on the top right corner.
  4. Click Save to capture edits made.

To manage accounting settings

  1. Click on Accounting on the left side menu.
  2. Here you can view and manage accounting settings.
  3. To edit, click the Pencil icon Screen Shot 2018-07-30 at 4.08.19 PM.png on the top right corner.
  4. Click Save to capture edits made.
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