Settings Overview

When navigating the Trak platform, accessing and managing your settings is crucial to tailor the platform to your business needs efficiently. Here’s a comprehensive guide to help you through the essential settings available:

Accessing Your Settings

  1. Login and Navigation:
    • To access settings, click on your name at the top right corner of the Trak platform.

    • Settings availability depends on your access level and subscription plan.

      Subscription Plans:

    • Under Company Settings > Subscriptions, choose from three levels offering varying functionalities.
    • Easily switch between plans without lock-in contracts to suit evolving business needs.

Personal Settings

  1. Profile Management:
    • Manage personal details including notifications, passwords, and integration with calendars like Google Cal and Outlook.

    • Customize your profile with images and favicons for personalization.

      Saving Changes:

    • Always remember to click the "Save" button at the bottom after making any adjustments to retain changes.

People Management

  1. Managing Users:
    • Navigate to the People tab to set up users, contractors, clients, suppliers, or teams.

    • Create, edit, or deactivate users as per your organizational requirements.

      User Roles:

    • Define access levels for users such as admin, supervisor, and user.
    • Create custom access levels to control visibility and functionality across your team.

Company Settings

  1. Company Details:
    • Update company-specific information including logos, colors, contact details, and addresses under the Details tab.

    • Ensure all contact information and branding are up-to-date for professional correspondence.

      Billing Management:

    • Access billing details under the Billing section to manage credits, payment methods, top-up quantities, and billing history.
    • Monitor credit usage and download billing statements as needed.

Scheduling and Timesheets

  1. Scheduling:
    • Customize job schedules including start and end times, job details visibility, and user-specific calendars.

    • Configure settings to match scheduling preferences and customer communication needs.

      Timesheet Defaults:

    • Set default configurations for timesheets including entry methods, reminders for submission, and payroll start weeks.
    • Manage automatic timesheet updates and reminders to streamline workflow efficiency.

Additional Features

  1. Permissions and Roles:
    • Tailor platform functionalities by enabling or disabling features through role-based permissions.

    • Customize access levels to ensure users have appropriate permissions for their roles.

      Advanced Settings:

    • Explore further customization options in Company Settings to optimize Trak platform functionalities.
    • Stay informed about additional settings and updates through regular platform exploration and updates.

Conclusion

Understanding and utilizing these settings will empower you to maximize the Trak platform's capabilities for your business operations. For more detailed guidance on specific settings or further customization options, reach out to our support team at contact@trak.co. Thank you for choosing Trak to streamline your business processes!