Admin Settings

How do I add and track my company's investigation licenses?
CROSStrax has a license repository that allows investigative agencies to keep track of their state licensing requirements and license images. When a license...
Fri, 28 Mar, 2025 at 12:35 PM
How to Setup Email Integration
CROSStrax has the ability to integrate your email settings so that when you send email, the email comes from your email address. To begin setting up the...
Fri, 28 Mar, 2025 at 1:43 PM
How do I add/integrate my QuickBooks online account?
CROSStrax has the ability to integrate your QuickBooks online account so that when you create an invoice in CROSStrax, it also creates the same invoice for ...
Thu, 30 Jan, 2025 at 1:48 PM
How do I create or add a new Admin user
To create an Admin user, please follow the below steps: 1) Click on "Admin Users" in the left-hand navigation bar 2) Click "Add Admin...
Thu, 3 Apr, 2025 at 2:49 PM
Can I delete an admin user?
No.  You cannot delete admin users, but you can deactivate them so they no longer have access to the system. 1) To deactivate an Admin, go to the Admin ...
Thu, 3 Apr, 2025 at 2:59 PM
Can I change an investigator to an admin or vice versa?
Yes.  Click on the Admin or Investigator List.  In the Switch Account column, click on the Icon to switch the type of user.
Tue, 9 Apr, 2019 at 1:27 PM
I need to update information in my admin profile
As with most settings, you can update information as needed in the system.  This video will guide you through the process of updating your administrator pro...
Fri, 19 Apr, 2019 at 10:00 AM
I received a notification: ACTION REQUIRED: Failed to send an email
The most common reason this is received is due to an email password change made in your email Account. Have you changed your email password recently? If so,...
Thu, 3 Apr, 2025 at 3:14 PM
How to change your own Admin Email address
1. Click on your name in the top right to initiate the drop-down menu.  Then click "My Profile".  2. In the Email Address section, fill in or c...
Wed, 21 Sep, 2022 at 1:45 PM
Changing Plan
1. From the CROSStrax dashboard, click on the arrow by the user name in the top right hand corner of the screen and select “Account & Billing”. ...
Fri, 30 Dec, 2022 at 1:03 PM