Account Management
Learn how to manage your account, update company information, upload your logo, change your plan and monitor storage usage.
To add or edit your company's information, click the drop down in the upper right hand corner where your name appears. Select Account & Billing. ...
Thu, 3 Sep, 2020 at 9:41 AM
In the upper right, click on your name and select Account & Billing If you need to Add Admin users or Storage go your account, click on Add Admins...
Fri, 9 Aug, 2019 at 9:20 AM
To change your billing method or view your previous financial transactions, click your name in the upper right and then click Account & Billing. ...
Tue, 1 Sep, 2020 at 9:03 AM
To add or edit your company's logo, click on your name at the top of CROSStrax, select the Account & Billing link. Then click Edit Info in the u...
Thu, 29 Aug, 2019 at 7:41 AM
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
This is done in the Company Information area in Account & Billing and you can put your company name there. Click on Account & Billing in the ...
Thu, 15 Aug, 2019 at 3:00 PM
In the upper right hand corner, click on Account & Billing Then click on Buy Plan. Choose the plan that best meets your needs Sele...
Tue, 13 Aug, 2019 at 11:44 AM
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
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
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 Downloa...
Mon, 24 Aug, 2020 at 1:30 PM