Getting Started
Start Here
Using Trackops
Setup & Configuration
- SSO Identity Provider Guide - Microsoft Entra ID (Formerly Azure AD)
- SSO Identity Provider Guide - Google
- Enabling Single Sign-On (SSO)
- Tracking Case Referrals
- Configuring your Assignment Types
- Building Document Templates with Google Docs
Dashboard
Cases & Case Updates
- How to Recover a Deleted File Upload
- Managing Case Update Categories
- Using the Investigator Recommendation Engine
- Migrating a case to a new series
- Speeding Up Delivery with Case Update Distribution Groups
- Transcribing Audio and Video Files
Subjects
Expenses & Invoices
- Creating and Using Invoice Templates
- Managing Item Codes for your Expenses and Invoices
- Profit Distribution
- Expense Detail Report
- Sales Trend Detail
- Sales Distribution Report
Clients & Users
- How to use Markdown syntax in Policies and Notes
- Deleting and Undeleting Clients & Client Locations
- Working with Vendor Contacts
- Can I make MFA required for my clients and/or staff?
- Configuring Default Salespeople on Clients and Contacts
- SSO Identity Provider Guide - OneLogin
Calendar & Events
- Setting up Folder Templates
- Activity Fulfillment Auditing
- Scheduling Assignments through Case Events
- Finding Available Investigators through Invitations
- Configuring Task Templates
- Using Mobile Event Check-Ins
Email and Notifications
Account & Billing
- How to Increase File Storage Capacity
- Purging Deleted Case Data
- How do I update my billing information?
- How can I make changes to my subscription?
- How do I convert my trial into a paid account?
- Can we change our Trackops URL?
Miscellaneous
- ★ How do I Submit a Support Ticket?
- Trackops Security Information
- Configuring the Tracers Data Search Provider
- Is there a way to track system uptime and maintenance notices?
- Managing Compliance with Company Policies
- Auditing Activity Through History
Developer API
- ★ Introduction to the Developer API
- ★ How to Enable/Disable API Access
- ★ Connecting Trackops to other apps with Zapier
- Configuring API Webhooks
- API Reference - Cases
- API Reference - Case Contacts
Product Updates
What's New in Trackops
- What's New in Trackops: December 2024
- What's New in Trackops: November 2024
- What's New in Trackops: October 2024
- What's New in Trackops: September 2024
- What's New in Trackops: August 2024
- What's New in Trackops: July 2024