View current license count
- Login to admin tools
- click on the [H] in the top left corner
- Here you can view your current active full, enterprise and mobile licenses. You can also view your current paid full and mobile licenses. To add a new license to your account, please email handle@customertrax.com
Clone user rights and saved searches
Cloning user rights and saved searches allows you to easily setup new users or existing users profiles to be like another user.
- Login to admin tools
- click on the [H] in the top left corer
- Navigate to the copy user section
- Select who you are copying the user rights from
- Select who you want the rights to go to
- Under parts select if you want to copy all settings and/or saved searches
** Note: If the two user’s you have selected have different license types a warning will appear. Only the settings for the same license type will copied.
- If you select searches a new section will appear to choose what searches you want to copy
- Select Copy
Copy User Layouts
Easily copy the layout of one users screen to another.
- Login to admin tools
- click on the [H] in the top left corer
- Navigate to the copy user section
- Select who you are copying the layout from
- Select who you want the rights to layout to go to
- Under Parts select settings
- A new drop down menu under filter settings will appear. Select Layout
- Select Copy