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 drop-down in the upper right-hand corner where your name appears. Select Account & Billing. ...
Tue, 18 Mar, 2025 at 10:24 AM
How do I change or cancel my CROSStrax service plan?
In the upper right, click on your name and select Account & Billing If you need to Add Admin users or Storage to your account, click on Manage Sub...
Tue, 18 Mar, 2025 at 10:30 AM
How do I update my payment method or see previous transactions?
To change your billing method or view your previous financial transactions, click your name in the upper right and then click Account & Billing. ...
Tue, 18 Mar, 2025 at 10:33 AM
How do I upload my company's logo?
To add or edit your company's logo, click on your name in the top right of CROSStrax, then select the Account & Billing.   Click Edit Info in t...
Tue, 18 Mar, 2025 at 10:39 AM
How do I change the name in the Navigation Bar to my Company Name?
You are able to change the name that appears at the top of  your navigation bar Click on your name in the top right corner of the screen, then click Acc...
Tue, 18 Mar, 2025 at 1:13 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 Sele...
Tue, 13 Aug, 2019 at 11:44 AM
How do I enable 2 step or two factor authentication?
You can use the "OTP" feature CROSStrax offers, which is commonly known as 2 Factor Authentication. This will require users to enter a code they r...
Wed, 26 Mar, 2025 at 2:53 PM
Where do I login?
During the signup process you chose a Subdomain which becomes part of a unique website address where you will go to login. For example, you may have sel...
Tue, 18 Mar, 2025 at 2:27 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 Downloa...
Mon, 24 Aug, 2020 at 1:30 PM
What services are offered by the CROSStrax support team?
Our Support Team can be described in one word:  Awesome.  Just ask our users. We offer so many ways for you to learn CROSStrax it's amazing. Att...
Tue, 18 Mar, 2025 at 2:37 PM