Admin Tools- Getting Started

customertrax 3. Administration

Log into Admin Tools

  1. Pull up an internet browser and type in the Admin Tools URL:
  2. Enter in your username and password

Create a Saved Search

When you first login to admin tools you will see a blank white page, to get started we recommend creating an active user list that will automatically pull up anytime you login to admin tools. You can also create and pin any other searches you want to automatically appear upon login.

  1. Login to Admin Tools
  2. Click on the homepage tab
  3. Hover over “User” and click New
  4. Select “Add” in the left hand corner
  5.  Select “Status” from the drop down menu
  6. Click on the arrow next to “Status”, check the box for active and select okay
  7. Click search to update the list
  8. To have this list appear automatically anytime you open admin tools, right click on the “All Users” tab and Select “Pin”
  9. Name the Search and Select Save


Homepage Navigation

If you have followed the getting started steps, when you login you will you will now have an active user list saved. This will now be your homepage when you login to admin tools, along with any other saved searches you create. Here is a quick overview of how to navigate your homepage.

  1. Click on the “H” to view Basic account information
    • Current Active, Enterprise, and Mobile license count
    • Clone User rights and Saved Searches
    • View Exchange Errors
  2. Searches that have been pinned will automatically appear at the top
  3. Clicking on your name will give you the option to logout
  4. Click Add to add additional filters to your search
  5. Locate the user you are looking for by searching by First or Last name
  6. Select the magnifying glass to create a new search
  7. Select the [+] icon to add a new user

customertraxAdmin Tools- Getting Started