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Assign Remote Access Profiles
Remote access profiles are utilized by franchises and organizations that use multiple, different subdomains. If this applies to your organization, contact the KAStrack Technical Support team directly due the complexity of setting up remote access profiles. The...
Create a Customized Access Level
Go to the Access Level Tab in the Site Settings Module and select “KAStrack”, the first clickable link below the Access Levels header. Select the “Create Access Level” button opening the editable Create Access Level Page. Input your new access level name...
Create Payment Configuration Using Stripe
To make a payment configuration, go to the Payment Settings Tab in the Site Settings Module. Click the plus sign icon to the right of the Payment Settings header, opening the Create Payment Configuration Modal. Some payment configuration required fields, ...
Create Registration Profiles
To create a new registration profile, go to the Registration Tab in the Site Settings Module. Click the plus icon next to the Registration Profiles header or select “Create” from the three dot (…) icon context menu. This will open the Create Registration Pr...
Delete a Customized Access Level
To delete a customized access level, go to the Access Levels Tab in the Site Settings Module. Only customized access levels can be edited or deleted. The KAStrack generated default Access Levels (admin, supervisor, employee, and observer) cannot be edited or...
Edit a Customized Access Level
To edit a customized access level, go to the Access Levels Tab in the Site Settings Module. Only customized access levels can be edited or deleted. The KAStrack generated default Access Levels (admin, supervisor, employee, and observer) cannot be edited or d...
Edit Company Info
To edit company information, open the Company Info Tab from the Site Settings Page in the Site Settings Module. Select the “Edit Company Info Button” opening the Edit Company Info Page. Add or make changes to Company Info as desired. Notes on possible inpu...
Edit Email Settings
To edit email requirements that help manage system emails for account management, open the Email Settings Tab in the Site Settings Module. The default system settings will show before changes are made. Select the “Edit Email Settings” button, opening an edi...
Edit Password Requirements
To edit password requirements, open the Security Tab in the Site Settings Module. The current settings will show before changes are made. Select the “Edit Security Settings” button, opening an editable Password Requirements Page. Input a whole number as ...
Edit the Accounts Module Active Accounts Table
To edit the Active Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module. Select “Accounts: Active” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column cho...
Edit the Accounts Module Archived Accounts Table
To edit the Archived Accounts Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module. Select “Accounts: Archived” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column...
Edit the Accounts Module Pending Registrations Table
To edit the Pending Registrations Table in the Accounts Module, go to the Table Defaults Tab in the Site Settings Module. Select “Accounts: Registration” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The defaul...
Edit the Finance Module Active Budgets Table
To edit the Active Budgets Table in the Finance Module, go to the Table Defaults Tab in the Site Settings Module. Select “Finance: Active Budget” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column...
Edit the Finance Module Budget Items Per Budget Table
To edit the Budget Items per Budget Table in the Finance Module, go to the Table Defaults Tab in the Site Settings Module. Select “Finance: Budget Items Per Budget” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal....
Edit the People Module Users Assigned to a Role Table
To edit the Users Assigned to a Role Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users Assigned to a Role” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal....
Edit the People Module Users Associated with a Certification Table
To edit the Users Associated with a Certification Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users Associated with a Certification” from the dropdown menu. Select the “Edit Columns” button, opening...
Edit the People Module Users Table
To edit the Users Table in the People Module, go to the Table Defaults Tab in the Site Settings Module. Select “People: Users” from the dropdown menu. Select the “Edit Columns” button, opening the Choose Columns Modal. The default column choices include us...
Export Registration Profiles
To export a CSV spreadsheet of existing registration profiles, go to the Registration Tab of the Site Settings Module. Click the three dot (…) icon to open a context menu. Select “Export”. The CSV file will automatically be downloaded to your personal devi...