Settings and Configuration

How to adjust settings and configure Trackado to fit to your needs.

Mark Zeise avatar Nicoals Warkotsch avatar
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.
Nicoals Warkotsch avatar
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.
Nicoals Warkotsch avatar
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.
Mark Zeise avatar
Written by Mark Zeise
Updated over a week ago

Organizational Units

Use organizational units to cluster your contracts by department, team group, etc.
Mark Zeise avatar
Written by Mark Zeise
Updated over a week ago

Categories

Maintain categories to cluster your contracts by categories.
Nicoals Warkotsch avatar
Written by Nicoals Warkotsch
Updated over a week ago

Reminder Email Configuration

Adjust and customize Trackado's reminder emails to your requirements.
Mark Zeise avatar
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.
Nicoals Warkotsch avatar
Written by Nicoals Warkotsch
Updated over a week ago

Subscription Management

How to activate and change your subscription plan.
Nicoals Warkotsch avatar
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.
Nicoals Warkotsch avatar
Written by Nicoals Warkotsch
Updated over a week ago

Billing and Payments

Maintain your billing details and access your invoices.
Mark Zeise avatar
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
Nicoals Warkotsch avatar
Written by Nicoals Warkotsch
Updated over a week ago

Single Sign-On (SSO) Configuration

Set up single sign-on (SSO / SAML) for you account
Mark Zeise avatar
Written by Mark Zeise
Updated over a week ago