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Site Settings Module How Tos
How To: Add a Custom/Additional User Account Information Field How To: Assign Remote Access Profiles How To: Create a Customized Access Level How To: Create Payment Configuration Using Stripe How To: Create Registration Profiles How To: Delete a Custom/...
Tags Module How Tos
How To: Create a New Module Level (Tags Module) How To: Create a New Tag Category How To: Create a New Tag from an Entity in Another Module How To: Create a New Tag in the Tags Module How To: Delete a Category How To: Delete a Tag How To: Edit a Catego...
Module Summary
The Dashboard is a visual representation of the data stored in KAStrack modules that is pertinent to a user’s account. Dashboard is the default login screen unless modified in the user profile. How To: Customize Your Default KAStrack Login Screen The Dashbo...
Accounts Module Summary
The Accounts Module is where all KAStrack user information (username, password, contact information, etc.) can viewed and managed. There are two pages in this module: My Accounts Page (each user has access) and the Accounts Page (for those given managerial acc...
Calendar Module Summary
The Calendar Module is a Gregorian calendar in KAStrack where meetings and events can be created and shared. The Document and Assets Modules integrate with the Calendar Module, showing task schedules and documents that need review for continued suitability. ...
Communications Module Summary
The Communications Module allows KAStrack users to send communications to other users through the system, logging all messages sent and received. In this module, templates for notifications, communication, and email alerts are created, account settings establi...
Site Settings Module Summary
The Site Settings Module is an administrative module that establishes parameters, settings, templates, profiles, and fields that impact other modules in KAStrack. The Site Settings Page is comprised of ten tabs: Company Info Tab, Access Levels Tab, Security...
Tags Module Summary
The Tags Module is where tags are created, managed, and where users can search the system as a whole to find relevant associated entities. There are two pages in the module, the Search Tagged Page and the Manage Page. An Explanation of Tags Tags are labels ...
Account Module Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Your Individual Email Report Preferences Account Module Email Alerts Summary TableEmail Aler...
Communications Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report / Alert Settings for Existing Users Communications Module Email Alerts Summary ...
Create a New Module Level (Tags Module)
Go to the Settings Page of the Tags Module. Select the “New Module Level” button opening the New Module Level Modal. Input the new module level name and select the “Save” button. The new module level now shows in the Module Level Table on the Settings P...
Create a New Tag Category
To create a new category in the Tags Module, go to the Manage Page in the Tags Module. Categories determine the appearance of tags. Any tags assigned to a category will have the same style and color as defined for the category in the category tab. Select t...
Create a New Tag from an Entity in Another Module
To create a new tag while creating or editing a new entity in a module other than tags, type in the desired new tag name in the tag field for the entity. For aid in visibility, emojis can be used in the tag name. How To Determine if a New Tag Can be Created ...
Create a New Tag in the Tags Module
To create a new tag in the Tags Module, go to the Manage Page in the Tags Module. Select the “New Tag” button, visible from both the Tags and Category Tabs, opening the New Tag Modal. You can also select “Add Tag” from the vertical icon context menu to th...
Delete a Category
To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Select the vertical three dot icon for the category you wish to edit. Select “Delete” from the context menu opening the Delete Category Confirmation Modal. The mo...
Delete a Tag
To delete a tag, go to the Manage Page in Tags Module. Select the Tags Tab. Click the vertical three dot menu to the far right of the tag you wish to delete. Select “Delete” from the context menu opening the Delete Tag Confirmation Modal. The confirmati...
Edit a Category
To edit a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Select the vertical three dot icon for the category you wish to edit. Select “Edit” from the context menu opening the Edit Category Modal. Alter the title, style, o...
Edit a Tag
To edit a tag, go to the Manage Page in Tags Module. Select the Tags Tab. Click the vertical three dot menu to the far right of the tag you wish to edit. Select “Edit” from the context menu opening the Edit Tag Modal. Alter the title, category, and beha...