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Tags Module Pages
Tags Module Email Alerts
There are no email alerts associated with the Tags Module.
Tags Module How Tos
List of Tags Module How Tos
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. WIKI LINK HOW TO: EDIT EMAIL REPORT / ALERT NOTIFICATION SETTINGS Account Module Email Alerts Summary Table...
Communications Email Alert Summary
Communications Module Email Alerts Summary TableEmail AlertDigestibleCustom CommunicationSent in Real Time Only
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...
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...