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Trackops Help Center
Setup & Configuration
SSO Identity Provider Guide - Google
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
See all 29 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
Creating and Using Invoice Templates
Managing Item Codes for your Expenses and Invoices
Expense Detail Report
Sales Trend Detail
Sales Distribution Report
See all 21 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
Handling Generic Inbound Messages
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?
See all 20 articles
Introduction to the Developer API
How to Enable/Disable API Access
Connecting Trackops to other apps with Zapier
API Reference - Case Status Changes
API Reference - Referral Sources
Configuring API Webhooks
See all 33 articles