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Settings and Configuration
Settings and Configuration
How to adjust settings and configure Trackado to fit to your needs.
12 articles in this collection
Written by
Mark Zeise
and
Nicoals Warkotsch
Users, Business Units and Authorizations
Add users and create business units to assign authorizations and control access to your contracts.
Written by
Nicoals Warkotsch
Updated over a week ago
Currencies and Exchange Rates
The account currency and exchange rates for foreign billing transactions can be maintained in the settings menu.
Written by
Nicoals Warkotsch
Updated over a week ago
Custom Fields
Use custom fields to maintain contract and business partner data relevant for your specific use case and requirements.
Written by
Mark Zeise
Updated over a week ago
Organizational Units
Use organizational units to cluster your contracts by department, team group, etc.
Written by
Mark Zeise
Updated over a week ago
Categories
Maintain categories to cluster your contracts by categories.
Written by
Nicoals Warkotsch
Updated over a week ago
Reminder Email Configuration
Adjust and customize Trackado's reminder emails to your requirements.
Written by
Mark Zeise
Updated over a week ago
Number format, Date and Calendar Settings
You can adjust your number format, date format and first day of the week in your user profile.
Written by
Nicoals Warkotsch
Updated over a week ago
Subscription Management
How to activate and change your subscription plan.
Written by
Nicoals Warkotsch
Updated over a week ago
Global Activity Log Export / Audit Trail
Export your complete account activity log as Excel or PDF file.
Written by
Nicoals Warkotsch
Updated over a week ago
Billing and Payments
Maintain your billing details and access your invoices.
Written by
Mark Zeise
Updated over a week ago
Set up Two-Factor-Authorization for your Account
Enhance your account security by requiring a second form of identification to sign in
Written by
Nicoals Warkotsch
Updated over a week ago
Single Sign-On (SSO) Configuration
Set up single sign-on (SSO / SAML) for you account
Written by
Mark Zeise
Updated over a week ago