Account Management

Learn how to manage your account, update company information, upload your logo, change your plan and monitor storage usage.

How do I update my company's information?
To add or edit your company's information, click the dropdown in the upper right hand corner.  Select Account & Billing.  In the Company Info...
Thu, 8 Nov, 2018 at 10:28 AM
How do I change or cancel my CROSStrax service plan?
To change your CROSStrax service plan, click the Admin Settings link on the left menu and then the Account & Billing link.  The Current Plan section...
Thu, 8 Nov, 2018 at 3:34 PM
How do I update my payment method or see previous transactions?
To change your billing method or view your previous financial transactions, click the Admin Settings and then the Account & Billing link.  T...
Mon, 13 May, 2019 at 9:37 AM
How do I upload my company's logo?
To add or edit your company's logo, click on your name at the top of CROSStrax, select the Account & Billing link. In the Company Information click...
Tue, 18 Dec, 2018 at 2:10 PM
PI Direct Link to CROSStrax Webinar
We conducted a webinar and recorded it for PI Direct Link users who are transitioning over to CROSStrax. Click Here to View or Download the Webinar
Tue, 13 Nov, 2018 at 1:51 PM
How do I change the name in the Navigation Bar to my Company Name?
This is done in the Company Information Settings and you can put your company name there. Click on Account & Billing in the Admin Profile Clic...
Wed, 9 Jan, 2019 at 2:11 PM
How do I sign up for a plan?
In the upper right hand corner, click on Account & Billing Then click on Buy Plan.  Choose the plan that best meets your needs, enter...
Thu, 18 Apr, 2019 at 5:06 PM
How do I enable 2 step or two factor authentication?
You can use the "OTP" feature CROSStrax offers, which is commonly known at 2 Factor Authentication. This will require users to enter a code they r...
Fri, 8 Mar, 2019 at 8:53 AM
Where do I login?
During the signup process you chose a Subdomain which became part of a unique website address where you will go to login. For example, you may have sele...
Fri, 11 Jan, 2019 at 3:49 PM
Can I backup my data and save it on my computer?
Yes.  To get a copy of your data for safe keeping on a local computer click on Settings. Look for the Data Administration section and click on Download ...
Mon, 25 Mar, 2019 at 9:17 AM