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...
Mon, 12 Nov, 2018 at 7:00 PM
How do I add/integrate my email client credentials?
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...
Tue, 24 Oct, 2017 at 2:21 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 ...
Fri, 8 Mar, 2019 at 8:00 AM
How do I create or add a new Admin user
This video explains the process of managing administrative users
Fri, 9 Nov, 2018 at 3:22 PM
Can I delete an admin user?
No.  You cannot delete admin users, but you can deactivate them and they will no longer have access to the system. You can deactivate their account thou...
Thu, 21 Mar, 2019 at 10:20 AM
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 GMail Account.  Have you change your email password recently?  B...
Mon, 13 May, 2019 at 9:15 AM