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 link on the left menu and then the Account & Billin...
Fri, 2 Jun, 2017 at 4:04 PM
How do I upload my company's logo?
To add or edit your company's logo, click the Admin Settings link on the left menu and then the Account & Billing link. In the Company Information ...
Thu, 8 Nov, 2018 at 3:34 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 Click...
Fri, 23 Nov, 2018 at 12:45 PM
How do I sign up for a plan?
In the upper right hand corner, click on Account & Billing Next, click on Add Card and enter your payment information. Then click on Buy Plan ...
Mon, 26 Nov, 2018 at 1:48 PM