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To archive an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Archive Account”. Selecting “Archive Account” from the con...

Before bulk importing several new accounts, be sure that your organization has customized the account information fields to meet your needs. WIKI LINK TO ACCOUNT FIELDS TAB: SITE SETTINGS Once your account information preferences have been established in the S...

To create a new channel on a user’s account, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual you wish to create a new channel for. Select the “My Channels” tab at the bottom of the Account Info: (User Name)...

By default, a user logging in to KAStrack will be taken to the Dashboard Module. The Home Page field allows a user to designate the URL within KAStrack of their preference. To customize your KAStrack Home Page and open your user account to a page other than D...

To deactivate an account, open the Active Tab on the Accounts Page in the Accounts Module. Click the three dot (…) icon next to the user in the Active Accounts Table, opening the context menu. Select “Deactivate Account” from the context menu, opening a Con...

To delete a channel, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual’s channel you wish to delete. Click the three dot (…) icon located on the right of the desired channel. The context menu has two options...

To edit a channel on a user’s account, go to the specific user’s Account Info: (User Name) Page in the Accounts Module for the individual’s channel you wish to edit. Click the three dot (…) icon located on the right of the desired channel. The context menu...

To edit an individual user’s supervisor in KAStrack, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to edit a supervisor from the Active Tab. You can also update multipl...

To edit your email alert preferences, open the Notifications Tab on the My Accounts Page in the Accounts Module. This tab is also accessible from the Main Menu. Select the “Send Me Email Alerts” checkbox opening the selections to be made for customization. ...

Editing Your Individual Email Report Preferences To edit your email report preferences, open the Notifications Tab on the My Accounts Page in the Accounts Module. This tab is also accessible from the Main Menu. Select the “Send Me Regular Email Reports” ch...

To edit your own account information, select the Account Info Tab on the My Accounts Page of the Accounts Module. The Account Info Tab can also be accessed from the Main Menu or by clicking your username in the top right corner of the site and then choosin...

Open the Export Tab on the Accounts Page in the Accounts Module. There are two checkboxes that allow for customization of your export. Both or neither can be included. Select “Include archived accounts in export” to include archived accounts in your export...

To manually approve user registrations, open the Registrations Tab on the Accounts Page in the Accounts Module. Approvals/Verifications only show on the Registrations Tab when an individual manually registers themselves. Selecting any checkbox in a row open...

The Create Tab opens to the Create Account Page. To bulk import the information for several new user accounts, go to the Import Tab on the Accounts Page. How To: Bulk Import Account Information To manually create a single new account, open the Create Tab on ...

An account must first be archived before it can be deleted.   How To: Archive a User Account To permanently delete a user account, go to the Archived Tab on the Accounts Page in the Accounts Module. Identify the user whose account you want to permanently...

To reactivate a deactivated account, open the Active Tab on the Accounts Page in the Accounts Module. Select the “Include Deactivated Accounts” checkbox above the Active Accounts Table. Any deactivated accounts will now show in the Active Accounts Table. T...

To reset the password for another user, you must have Admin or Supervisor Module Level access for the Accounts Module. By default, both Admin and Supervisor Access Levels have the ability to change passwords. Access levels are customized in the Site Settings M...

To reset your own password, select the Reset Password Tab on the My Accounts Page of the Accounts Module. The Account Info Tab can also be accessed from the Main Menu. Enter the required following information: your current password, your new password, and t...