How to Manage Global Settings

To navigate to global settings

1. 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 .
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  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  (shows that it is fully expanded). To expand any section, click on the Collapsed icon  (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  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.

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  on the top right corner.
4. Click Save to capture edits made.

Setting up DNS records

For various functions such as sending invoices, quotes, and more, our email server sends messages on your behalf.  In an effort to protect their users' inboxes, major email providers have introduced a new set of requirements email senders must meet in order for email to be delivered as expected.

All of the actions outlined below involve configuring DNS records. If you do not manage your DNS records, please provide this information to the appropriate person or entity in your IT organization.

For all of the DNS records below, it is recommended that you configure the record you will create/edit with a low TTL (Time To Live) in case adjustments need to be made. DNS records take time to propagate and a high TTL (Time To Live) on an incorrectly-configured DNS record will prolong the adverse impact of the incorrectly-configured record.
 
Setting up an SPF record varies depending on where you manage or host your domain, but the general steps for set up are as follows:

1. Action One: Configure SPF

   SPF (Sender Policy Framework) records allow you to list all the domains and IP addresses that are authorized to send email on behalf of your domain. SPF records exist as DNS TXT entries under your domain. You need to create an SPF record (or update your current SPF record if you already have one in place) to contain the text “include:spf.alarm.com”, surrounded by spaces. NOTE: it is important that you do not create a second SPF record if you already have one in place. Two SPF records configured for the same domain will adversely impact email deliverability.

   Example: if you send mail from “invoicing@mydomain.com” you would need to create/update a DNS TXT entry for the host/domain “mydomain.com” which at a minimum contains the text “v=spf1” and “include:spf.alarm.com”, separated by spaces. If you are creating a new SPF record, it is recommended that you additionally include “~all” at the end of the record, prefixed by a space (for a complete record of “v=spf1 include:spf.alarm.com ~all”). You can learn more about SPF records here.

    

   Action Two: Configure DKIM

   DKIM (Domain Keys Identified Mail) uses asymmetric encryption to sign and verify your email. SecurityTrax has configured DNS records holding the public keys used for email signature verification. To use these SecurityTrax DNS records you will need to create and configure two DNS CNAME records under your domain (a CNAME record creates an alias from one domain name to another domain name). You can learn more about DKIM records here.

   Replacing “DOMAIN” with the domain you send mail from (i.e. “mydomain.com” from the example above), the two CNAME records you need to create are:

   Record 1: Host Name: 20240311140222securitytrax._domainkey.DOMAIN Data: client-dkim1.securitytrax.com

   Record 2: Host Name: 20240311140223securitytrax._domainkey.DOMAIN Data: client-dkim2.securitytrax.com

    

   Action Three: Configure DMARC

   DMARC (Domain-based Message Authentication, Reporting & Conformance) communicates a policy to mailbox providers letting them know what they should do if they receive email from your domain that fails SPF and/or DKIM checks (which could possibly indicate the email is fraudulent).

   DMARC records exist as DNS TXT records under your domain. You may already have a DMARC record in place – if you do, no further action is required. If you do not have a DMARC record in place, the simplest option is to configure a DMARC record containing “v=DMARC1; p=none”, informing mailbox providers they may allow emails that fail SPF/DKIM checks to still go through. You can learn more about DMARC records here.

   Example: if you send mail from “invoicing@mydomain.com” you will need to create a DNS TXT entry for the host/domain “_dmarc.mydomain.com” (note the leading underscore character) which at a minimum contains the data “v=DMARC1; p=none”. Once again, if you already have a DMARC record created, you should not need to modify it for the purpose of the requirements stated here.

    

   Action Four: Verify Configurations

   Many third party tools exist to help verify DNS records. One online option is MxToolbox.

   Navigate to https://mxtoolbox.com/spf.aspx and enter your domain name in the text box then click the “SPF Record Lookup” button. You should see an entry starting with “v=spf1” that also includes the text “include:spf.alarm.com”, surrounded by spaces on a green background.  All "tests" should show a green checkmark indicating that the test result was as-expected.  If any "tests" show something other than the green checkmark, please correct the issue(s) to ensure your email is deliverable.

   Navigate to https://mxtoolbox.com/dkim.aspx and enter your domain name in the “Domain Name” text box then enter “20240311140222securitytrax” in the “Selector” text box and then click the “DKIM Lookup” button. You should see an entry starting with “v=DKIM1;” on a green background.  All "tests" should show a green checkmark indicating that the test result was as-expected.  If any "tests" show something other than the green checkmark, please correct the issue(s) to ensure your email is deliverable.

   Navigate to https://mxtoolbox.com/dkim.aspx and enter your domain name in the “Domain Name” text box then enter “20240311140223securitytrax” in the “Selector” text box and then click the “DKIM Lookup” button. You should see an entry starting with “v=DKIM1;” on a green background.  All "tests" should show a green checkmark indicating that the test result was as-expected.  If any "tests" show something other than the green checkmark, please correct the issue(s) to ensure your email is deliverable.

   Navigate to https://mxtoolbox.com/dmarc.aspx and enter your domain name in the “Domain Name” text box then click the “DMARC Lookup” button. You should see an entry starting with “v=DMARC1;” on a green background.  All "tests" should show a green checkmark indicating that the test result was as-expected.  If any "tests" show something other than the green checkmark, please correct the issue(s) to ensure your email is deliverable.

    

   Action Five: Notify SecurityTrax

   Once you have completed all of the actions above, please inform your SecurityTrax account manager you have done so. After we have heard from you, we can enable the additional security/verification measures necessary to ensure the email you send from SecurityTrax meets the requirements the major email providers have implemented.

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  on the top right corner.
4. Click Save to capture edits made.

To manage inventory settings

Inventory setting include the ability to enable or disable the ability for equipment items reported as spillage to be removed from the on-hand counts. Similarly, here you can enable or disable equipment items on RMAs to be removed from on-hand counts.

1. Click on Inventory on the left side menu.
2. Here you can view and manage inventory settings.
3. To edit, click the Pencil icon  on the top right corner.
4. Click Save to capture edits made.

To manage calendar settings

Calendar settings allows you to set the start and end time for your company calendar.

1. Click on Calendar on the left side menu.
2. Here you can view and manage calendar settings.
3. To edit, click the Pencil icon  on the top right corner.
4. Click Save to capture edits made.