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Trackops Help Center
Setup & Configuration
Enabling Single Sign-On (SSO) for your Clients
Tracking Case Referrals
Configuring your Assignment Types
Building Document Templates with Google Docs
Configuring your Access Groups
How to Setup Document Templates
See all 28 articles
What is the Dashboard?
How can I Disable the Dashboard for my User(s)?
How to Configure "Default Dashboards" for Clients and Staff
Cases & Case Updates
Speeding Up Delivery with Case Update Distribution Groups
Transcribing Audio and Video Files
How can I confirm investigators receive their assignments?
Managing the Case Budget
How to Reopen a Case
See all 23 articles
What are "Subjects"?
How to Create a New Subject Type
Changing the Primary Subject on a Case
Changing the Default Subject Type
Adding a Subject to a Case
Searching Subject Date Fields
Expenses & Invoices
Managing Item Codes for your Expenses and Invoices
Expense Detail Report
Sales Trend Detail
Sales Distribution Report
See all 20 articles
Clients & Users
Adding an email alias for a client contact
Utilizing Client Invoice Rules
Creating a New Employee
Adding Preferred Investigators to a Client
How do I remove an employee from my system?
I Lost my Multi-Factor Authentication (MFA) Device
See all 21 articles
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
See all 11 articles
Email and Notifications
A User is Not Receiving Email from the System
How to Customize your Email Templates
Can I stop certain notifications from being emailed to me?
Account & Billing
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?
How do I cancel my account?
How do I Submit a Support Ticket?
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
Does Trackops offer training and/or setup assistance?
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Introduction to the Developer API
How to Enable/Disable API Access
Connecting Trackops to other apps with Zapier
API Reference - Referral Sources
Configuring API Webhooks
API Reference - Cases
See all 32 articles