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  1. Trackops Support Center
  2. Using Trackops
  3. Clients & Users

Clients & Users

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  • 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
  • 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 or vendor from my system?
  • I Lost my Multi-Factor Authentication (MFA) Device
  • Configuring/Resetting Your MFA Token
  • How to Require Multi-Factor Authentication
  • How to re-enable a locked account
  • I forgot my Username and/or Password
  • Customizing Investigator Work Preferences
  • Managing User Access
  • An Overview of User Access Levels
  • Creating a New Client Contact
  • Creating a New Client
  • How to Customize your User Roles
  • Why Can't My Client Login?
  • How to setup Client Affiliates
  • How do I generate a username and/or password for someone?
  • An Introduction to Permissions, Roles, and Access Groups
  • How do I change my username and/or password?