Getting Started
Start Here
Using Trackops
Setup & Configuration
- Tracking Case Referrals
- Configuring your Assignment Types
- Building Document Templates with Google Docs
- Configuring your Access Groups
- How to Setup Document Templates
- Configuring your User Security Settings
Dashboard
Cases & Case Updates
- Case Distribution
- How can I confirm investigators receive their assignments?
- Managing the Case Budget
- How to Reopen a Case
- Downloading a Zip of Case Files
- Creating Document Templates
Subjects
Expenses & Invoices
- Profit Distribution
- Expense Detail Report
- Sales Trend Detail
- Sales Distribution Report
- Expense Distribution
- End of Year Reporting
Clients & Users
- Adding Preferred Investigators to a Client
- How do I remove an employee from my system?
- I Lost my Multi-Factor Authentication (MFA) Device
- Configuring/Resetting Your MFA Token
- How to Enable Multi-Factor Authentication
- How to re-enable a locked account
Calendar & Events
- Finding Available Investigators through Invitations
- Configuring Task Templates
- Using Mobile Event Check-Ins
- How to Subscribe to a Calendar
- Creating and Managing Tasks
- How to Create a New Calendar
Email and Notifications
Account & Billing
Miscellaneous
- ★ How do I Submit a Support Ticket?
- Managing Compliance with Company Policies
- Auditing Activity Through History
- Does Trackops offer training and/or setup assistance?
- Does Trackops have support videos?
- Does Trackops have a Mobile App?
Developer API
- ★ Introduction to the Developer API
- ★ How to Enable/Disable API Access
- ★ Connecting Trackops to other apps with Zapier
- API Reference - Case Status History
- API Reference - Client Contact Notes
- API Reference - Staff Notes