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To restore an archived account, go to the Archived Tab on the Accounts Page in the Accounts Module. All archived accounts show in the Archived Accounts Table. Identify the user whose account you want to restore and select the “Un-archive” button. A messa...

To edit inactive account settings, go to the Inactive Accounts Tab in the Site Settings Module. Select the “Edit Inactive Accounts Settings” button, opening the editable Inactive Accounts Page. To allow inactive users to reactivate their account by loggi...

The Company Info Tab displays your organization’s company information. This information is independent of the Companies created on the Companies Page of the People Module. Inputs include: Company Short Name, Company Full Name, Tagline, Company Logo, Company...

The Access Level Tab in the Site Setting Module displays access levels and module levels, allows the creation of new access levels, and assigns remote access profiles. The first clickable link below the Access Levels header, KAStrack, serves a different purpo...

The Security Tab displays the password requirements for the KAStrack system. The user manual refers to the default requirements established by the system, but these can be customized for your organization. Default settings include a minimum password length ...

The Registration Tab on the Site Settings Page is used to create Registration Profiles. Registration Profiles serve as templates for the efficient generation of new user accounts and can allow existing accounts to update account configurations. Each registrat...

The Email Settings Tab in the Site Settings Module allows for the customization of Email Settings. These settings control what new user accounts will require email verification and if new users will receive welcome emails by default. The default system emai...

The Inactive Accounts Tab on the Site Settings page allows for customization regarding inactive users. Default system settings prevent inactive users from logging in, prevent user accounts from being automatically deactivated for inactivity, prevent user accou...

The Payment Settings Tab on the Site Settings Page shows existing payment configurations and allows for creation of additional ones. Payment configurations are utilized to provide the basic information needed for a third-party processing platform to manage onl...

The Account Fields Tab in the Site Settings Module shows the default fields used in tables in several modules in the KAStrack system and is broken into two groups: System User Account Information Fields and Custom/Additional User Account Information Fields. Pe...

The Table Defaults Tab in the Site Settings Module allows for the customization of 8 different tables in KAStrack. The dropdown menu below the Table Defaults header lists the tables within KAStrack that are customizable. Customizible Tables in KAStrackModu...

The Logs Tab on the Site Settings Page is a log of read-only records of historical actions within your installation.

Tag behavior determines which individuals have access to entities and information within KAStrack. There are three types of tag behavior: open, permissive, and restrictive. Tag BehaviorBehaviorExplanationOpenOpen tags have no effect on who can view the data o...

The Search Tagged Page of the Tags Module allows the user to search through all entities within KAStrack to which tags have been assigned. People cannot see tags that are not set as visible to them.  The visibility of the filtered data or entities will honor...

The Manage Page of the Tags Module is comprised of two tabs: Tags and Categories. New tags and new categories can be created, edited, and deleted from the Manage Page. By default, in the Manage Tags tab, individuals with an Admin module level for the Tags ...

The Settings Page allows the user to customize and designate module level permissions for the Tags Module.  There are four default module levels associated with Tags Module. An explanation of the permissions associated with each module level are shown in th...

The Home Page displays the Gregorian calendar showing an All Events Filter. A default all events filter displays all meetings / events, assets and documents deadlines. Filters can be created and customized to present different views. How To: Create a New Cal...

The Settings Page of the Calendar Module can be accessed from the Main Menu. It automatically opens to the Module Level Tab showing the different module levels created for the Calendar Module and the permissions that have been granted to each. There are fou...