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 SPF record

For various functions such as sending invoices, quotes, and more, our email server sends messages on your behalf. However, some email systems will reject the email considering it spam. To mitigate this, you can include the SecurityTrax email server in your domain setup through what is referred to as an SPF DNS entry.  Setting this up will tell the internet "let SecurityTrax send email on our behalf."
 
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. Log in to your DNS provider's control panel (GoDaddy, Google domains, RackSpace, etc.)
2. Locate the TXT records that are already configured for your domain (it appears that you have an SPF record set up already, though depending on your domain provider this could be something they do "behind the scenes" and you may need to create a new TXT record)
3. Your current SPF record looks like this: v=spf1 include:secureserver.net -all
4. Edit the SPF record (or add a new one) so that it looks like this: v=spf1 include:secureserver.net include:spf.alarm.com -all
5. It is important that you do not create a second (or third, etc.) TXT entry for the updated SPF record. Doing so will confuse email inboxes and make it likely that email is flagged as spam. If you see an existing TXT record that looks like the one shown above, be sure to edit it and not add a new TXT entry.
6. After saving the TXT entry for the SPF record verify that you see "include:spf.alarm.com" using a tool like MXToolbox (  https://mxtoolbox.com/SuperTool.aspx?action=spf%3a316security.com&run=toolpage).
7. If you see "include:spf.alarm.com" using MXToolbox for your domain, the SPF record you created/edited is "visible" to the Internet and you should be set.

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.