How to Manage Account Management
Permissions Needed
To access this page, the group you are in will need the following permissions:
Location: System Management Permissions
Resource Type: Company
Grants:
- View SecurityTrax Account Management
- Manage SecurityTrax Account Management
Introduction
The Account Management feature allows you to manage your account in the SecurityTrax app. Here, you can:
- Create your payment methods
- Pay your invoices
- View and download previous payments with a list of invoices
- Enable or disable add-ons.
Terms
Payment Method
The method by which you make payments on your Securitytrax account.
Invoice
A document that provides you with payment information for your Securitytrax account.
Usage
Access
- While logged into Securitytrax, click on your Company Name or the hamburger icon
in the upper-left header.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, select Account Management.
Billing
On the Account Management page, navigate to the left navigation bar (bottom navigation bar on mobile) and ensure you are on the Billing tab.
Payment Methods
This table lists all available Payment Methods with a description of the Payment Method itself as well as a default billing indicator check mark on the Payment Method that will be used by default.
Add New Payment Method
- While on the Billing page click the Add button located to the right in the Payment Method section.
- A new screen titled Add Payment Method is now open.
- Click the Default Method slider at the top if you would like this Payment Method do be your default option.
- Fill out the information in both the Card Information and Billing Address sections.
- Click the blue button on the bottom right titled Save.
Invoices
This table lists all available invoices with an option to download, as well as the ID, Invoice Date, Amount and Status of the invoice itself.
View Invoice
- While on the Billing page click any part of the invoice you would like to view.
- A new screen will open of the invoice you clicked.
Download Invoice
- While on the Billing page click Download icon on the invoice you would like to download.
- A new screen will open of the invoice you clicked.
Pay Invoice
- Any unpaid invoices will show a Pay button on the row.
- Click the Pay button to pay the invoice.
- Confirm the correct Payment Method is selected.
- Click Confirm.
Note: You can only pay the full amount.
Add-ons
Enable
- While on the Account Management page, navigate to the left navigation bar (bottom navigation bar on mobile) and click on the second tab titled Add-ons.
- Click the blue button titled Enable on the Add-on you would like to enable in your Securitytrax system.
- Note: A confirmation window will open. Click the blue button titled Confirm.
Available Add-ons:
Learn More about Message+
Note: You will need to set up your Twillio account to use the Message+ add-on. Learn how here.
Learn More about Invoice+
Learn More about eDoc+
Disable
- While on the Account Management page, navigate to the left navigation bar (bottom navigation bar on mobile) and click on the second tab titled Add-ons.
- Click the blue button titled Disable on the Add-on you would like to disable in your Securitytrax system.
- Note: A confirmation window will open. Click the blue button titled Confirm.