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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. WIKI LINK HOW TO: BULK IMPORT NEW USER ACCOUNTS  To manually create a single new account, open the Creat...

An account must first be archived before it can be deleted.   WIKI LINK 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 perm...

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...

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 ...