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Working With Organizational Structure

SUPPORT

Training Videos

INTRODUCTION TO SecurityTrax
ADMINISTRATION
  • Creating New Users
  • Employee Directory Overview
  • Equipment General Overview
  • Funding Calculations - Setup & Overview
  • Introduction To SecurityTrax Administration
  • Inventory Management: Basic Inventory
  • Managing Permissions
  • Communicating With SecurityTrax
  • Working With Organizational Structure
    • CUSTOMERS
  • Creating Equipment Packages
  • Using 'Shellper' (ADT Specific)
    • LEADS
  • Converting Leads to Customers and Scheduling Appointments
    • REPORTS
  • Reports - Creating, Editing, and Bulk Updating

    • Learn how to setup and manage your organizational structure (hierarchy).

    Note: If you need to remove a user from the hierarchy, you will need to move the decendants to another active user. Once the decendants are moved, the inactive user in the hierarchy will be removed.


    Working With Organizational Structure from SecurityTrax on Vimeo.