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SecurityTrax

To Manage an Affiliated Account

To learn more about connecting an account with Affiliated monitoring see Connecting an Account to Affiliated

View the Affiliated Account

  1. While on the customer record, click on the Customer tab.
  2. Navigate to the Central Station section. 
  3. Click the Manage button.

Managing the Account

Manage the connection through SecurityTrax. Here is what you can do from there.

General tab

Activate

Connecting an account to Affiliated does not automatically Activate the account. Click on the Activate button to do this. You will then get a confirmation message to confirm the action. Note: After the account is Activated, the button will be a Deactivate button.

Deactivate

After the account is Activated, the button will be a Deactivate button. Click on this button to deactivate the account. You will then get a confirmation message to confirm the action

Unlink Account

Unlinking the account does not delete the account with Affiliated or in SecurityTrax. Clicking this button will just break the link.

Customer Information

This is the customer's basic information. Note: The name and address are not editable here. If you want to edit those, you will need to exit this screen and edit them on the customer record directly.

Template

These are set up in the Admin side. If nothing is set up there, this dropdown list will be empty.

Emergency Contacts

Set up or edit the Emergency Contacts here. Note: We don't send the full emergency contact details to Affiliated.

Zones

These are the zones for the equipment. If zones are entered directly with Affiliated, we do our best to map them to the equipment in SecurityTrax, but there are instances where these will not line up. In those situations you will see those zones listed out separately.

 

Tests Tab

Manage setting the account on and off Test from here.

This tab will show a list of existing tests. Each test can individually be deleted by clicking the Delete icon Screen Shot 2020-03-09 at 5.03.47 PM.png

Create a new Test

  1. Click the Add button.
  2. Set the Hours and Minutes for the test duration. 
  3. Add any comments if desired.
  4. Click Save.

 

History tab

This is a read-only page that will display a list of events for the account. 

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