Admin Tools- View License Count and Copy Saved Searches

customertrax 3. Administration

View current license count

  1. Login to admin tools
  2. click on the [H] in the top left corner
  3. 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.

  1. Login to admin tools
  2. click on the [H] in the top left corer
  3. Navigate to the copy user section

    1. Select who you are copying the user rights from
    2. Select who you want the rights to go to
    3. 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.
  4. If you select searches a new section will appear to choose what searches you want to copy
  5. 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

    1. Select who you are copying the layout from
    2. Select who you want the rights to layout to go to
    3.  Under Parts select settings
    4. A new drop down menu under filter settings will appear. Select Layout
    5. Select Copy