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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...

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...

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...

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...

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...

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, ...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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....

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....