Advanced Admin

Requires. A Yes grant for SecurityTrax Global Settings. This single grant allows opening and saving Global Settings.

The Global Settings page is a high-stakes admin area for company-wide feature flags, defaults, and integration behavior. A wrong value can break core workflows across your company until reverted. If you're unsure whether a change here is safe, ask your SecurityTrax account manager first.

Global Settings

Routes:

Section	Route
Company	`admin.globals-edit.company`
Email Settings	`admin.globals-edit.email-settings`
Billing & Invoicing	`admin.globals-edit.invoice-settings`
ADT Settings	`admin.globals-edit.adt-settings`
Notifications	`admin.globals-edit.notifications`
Defaults	`admin.globals-edit.record-defaults`

The bare route, admin.globals-edit, redirects to Company.

The Global Settings area is the catch-all for company-wide switches that don't belong to a specific resource type. It uses a left navigation layout, with each item opening its own page.

Sections

Company — two cards. The Company card covers company name, dealer number, phone, address, password-change timing, theme color, company logo, file import, and global message. The Customer Notes card holds Track contact attempts on customer notes — when enabled, customer notes gain Contact Attempted?, Reason for Contact, Contact Disposition, and Was a Callback? fields, and the Customer Notes Contact Settings catalog page appears under Admin → Catalogs for managing the available reasons and dispositions.
Email Settings — appointment reminder emails, default campaign email sender, corporate email sender, automatic lead emails, daily schedule emails, and payment receipt email defaults.
Billing & Invoicing — two cards. The Invoice Settings card covers customer payment portal behavior, whether emailed invoices attach a PDF (Attach Invoice as PDF When Emailing), sold-by contact information, invoice sold-by defaults, and global invoice header and footer messages. The Parent / Sub-Customer Billing card holds the Enable parent/child billing master switch and, when enabled, Email the parent a receipt when their combined payment is charged — which emails a PDF receipt of the nightly combined payment to the parent's invoice contact (or their primary email if no invoice contact is set). You cannot turn the master switch off while any sub-customers are still linked to a parent — SecurityTrax shows how many are linked and asks you to unlink them first.
ADT Settings — only shown when your company has an active ADT monitoring company. Controls whether the Run ADT Pre-Check section appears when creating customers (including customer-create workflows): off, available but unchecked by default, or available and checked by default.
Notifications — company defaults for which notifications are available by default, blocked for all users, or left for users to opt into.
Defaults — default values SecurityTrax loads into specific new-record forms, invoice display overrides, statement display overrides, duplicate customer copy defaults, scheduling defaults, and the logged-in user defaults (which forms preselect the current user as Sales Rep / Sold By).

The specific fields in each section vary by your company's configuration; many are controlled by Metastorage entries under the hood. Changes take effect when you click Save on the current page.

Step-by-step: enabling a company-wide feature

From the Admin index, click SecurityTrax Global Settings in the Your Account section.
Use the left navigation to open Company, Email Settings, or Billing & Invoicing.
Change the fields you need on that page.
Click Save.
The change takes effect on the next page load anywhere in SecurityTrax.

Warning. Many Global Settings fields are interdependent. Disabling a feature may cause errors in related features that assumed it was on. Make one change at a time, save, and verify nothing broke before making the next change.

Heads up. A few fields under Global Settings are stored as structured configuration rather than simple form fields. If a saved change doesn't seem to take effect, contact SecurityTrax support with the setting name and expected behavior.

Notification defaults

Requires. A Yes grant for SecurityTrax Global Settings to save changes.

Route: admin.globals-edit.notifications.

Notification defaults control the starting behavior for users. They do not replace each user's personal notification preferences unless the notification is disabled for the company.

Company Default	Saved behavior	Effect on users
No Company Default	SecurityTrax removes the company row for that notification.	Users do not receive it unless they turn it on from their own profile or an administrator turns it on for their user account.
Enable for Company	SecurityTrax saves a company row with `subscribe`.	Users receive the in-app notification by default. Users can turn it off for themselves unless an administrator changes their user setting.
Disable for Company	SecurityTrax saves a company row with `unsubscribe`.	The notification is unavailable to users. It does not appear on user-level notification preference pages and users cannot opt into it.

When Enable for Company is selected, Email Copy and SMS Copy set the default extra delivery channels. Email and SMS are copies; the in-app Web notification is the primary notification surface.

The On, Off, Web, Email, and SMS pills show the saved state. They update after you click Save.

Defaults

Requires. A Yes grant for SecurityTrax Global Settings to save changes.

Route: admin.globals-edit.record-defaults.

Defaults are company-wide starting values. They are designed to make new forms faster and more consistent, but they are not hidden save rules. A default only applies when SecurityTrax has a visible field, picker, checkbox, or document placeholder that can receive that value.

Note. Defaults do not create required values by themselves. If the user clears a pre-filled field before saving, SecurityTrax saves what the user submitted.

How Defaults apply

Rule	What it means
Defaults hydrate visible UI.	When a new form opens, SecurityTrax may pre-fill a field or pre-check a checkbox from Defaults. The user can still change it before saving.
Defaults do not silently overwrite records.	If a field is not shown in the workflow being used, SecurityTrax does not save that value just because it exists on Defaults.
Existing values win.	When a record already has a value, SecurityTrax shows the record's value instead of replacing it with the default.
Empty defaults fall back.	If a default field is blank, SecurityTrax falls back to the next applicable source, such as a PDF setting or the company's profile information.

Customer and billing defaults

Defaults area	Fields	Where users see the default
Logged-In User Defaults	Customer create: default Sales Rep to "Me"; Order templates: default Sold By to the logged-in user; Customer equipment: default Sold By to the logged-in user.	The Sales Rep control on new-customer forms, the Sold By picker on the customer-create wizard Order step and the Apply Order Template modal, and the Sold By picker on the add-equipment form. Each default only applies when the logged-in user is eligible for that field, and never overrides an explicit selection.
Customer Defaults	Monthly Monitoring Charge, Activation Fee, Contract Term, Warranty Term, Funded By, Monitored By, Dealer Number, Receiver Num, Interactive Services Provider, Language, State, Office Location, Account Class, Account Type, Lead Status, and service checkboxes.	New customer forms, customer workflow steps, order-template MMR pickers, ADT precheck fields, connection pickers, and funding pickers when the matching field is visible.
Customer Billing	Billing Cycle.	The Billing Cycle picker on a new or empty customer billing method.
Customer Contact Defaults	Phone Type, Language, Enhanced Verification.	New customer-contact forms.
Lead Information Defaults	Lead Status, Account Type, Language, State, Source, Source Campaign.	New lead forms. Source values come from the Sources catalog; Source Campaign values come from the campaigns associated with the selected Source.
Alarm.com Customer Defaults	Panel Type, Central Station Forwarding, Package, Ignore Low Coverage Errors, Phone Line Present, Property Type.	Alarm.com account creation/linking forms when the company has an Alarm.com provider.
Invoice Defaults	Invoice Term and the invoice/statement display override fields listed below.	New invoice and recurring-invoice forms, invoice PDFs, statement PDFs, and invoice/statement email sender fallbacks.
Recurring Invoice Defaults	Email on Invoice Generation.	New standalone recurring invoice forms when the email-on-generation field is visible.
Tech Schedule Defaults	Tech Note.	The visible On-site Notes field on new tech appointments.
Scheduling Defaults	Scheduling Profile, Install Appointment Duration, Removal Appointment Duration, Service Appointment Duration.	Supported appointment and work-order scheduling workflows when the matching picker or duration value is used.
Duplicate Customer Defaults	Personal Information, Sale Information, Installation & Equipment, and Contacts checkboxes.	Checkbox defaults for the intentional Duplicate Customer workflow. These decide which existing customer values are preselected for copying into the new customer; they do not control possible-duplicate detection on customer create.

Heads up. Duplicate Customer Defaults are copy defaults only. They do not change the possible-duplicate warning shown when a user creates a customer.

Defaults field behavior

Field group	Required?	Type	Validation	Notes
Logged-In User Defaults	No	Checkbox	Checked or unchecked.	All three start checked. Unchecking one stops that form from preselecting the logged-in user; users can still pick themselves manually.
Customer select defaults	No	Select	Must be one of the active options in that picker.	Blank means no default. Defaults only appear in workflows that show the matching field.
Customer service defaults	No	Checkbox	Checked or unchecked.	Pre-checks the visible service checkbox on customer create.
Customer Billing: Billing Cycle	No	Select	Must be an active billing cycle.	Existing billing methods keep their saved value.
Customer Contact Defaults	No	Select / Checkbox	Select values must be valid options.	Applies to new customer contacts only.
Lead Information Defaults	No	Select	Must be a valid option for that lead field.	Lead Status can also fall back from Customer Defaults → Lead Status.
Alarm.com Customer Defaults	No	Select	Must be a valid Alarm.com option.	Section appears only when the company has an Alarm.com provider.
Invoice Term	No	Select	Must be a valid invoice term.	Applies to new invoices and new recurring invoices; quotes and refund receipts do not use it.
Email on Invoice Generation	No	Checkbox	Checked or unchecked.	Applies to standalone recurring invoices when that field is visible.
Tech Note	No	Textarea	None beyond normal text storage limits.	Pre-fills On-site Notes on new tech appointments; users can edit or clear it before saving.
Scheduling defaults	No	Select	Scheduling Profile must be active; duration values are selected in 30-minute increments.	Used by supported appointment and work-order scheduling flows.
Duplicate Customer checkboxes	No	Checkbox	Checked or unchecked.	Preselects fields on Duplicate Customer. Users can change the boxes before creating the copy.

Invoice Settings vs Defaults

Two settings pages can affect invoice and statement output:

Page	Controls	Typical use
Global Settings → Billing & Invoicing (the Invoice Settings card)	Invoice feature behavior, including customer payment portal behavior, whether emailed invoices attach a PDF (Attach Invoice as PDF When Emailing), sold-by contact information, and invoice header/footer messages.	Use this page to turn invoice features on/off or change broad invoice behavior.
Global Settings → Defaults → Invoice Defaults	New-invoice starting values and invoice/statement identity overrides, including Company Name, From Name, From Email, Phone, Street, City, State, and Zip.	Use this page when invoices or statements should display a different company identity than the company profile fields.

Invoice and statement precedence

Invoice and statement PDFs replace template placeholders such as %%company_name%%, %%company_address_street%%, %%company_phone%%, and %%company_email%% with company identity values. These values are global to the company; they are not per-customer.

For invoice and statement PDFs, the company identity precedence is:

PDF Settings / document-template settings, when a value is configured for that document type.
Defaults → Invoice Defaults, when a matching override is configured.
Global Settings → Company, which supplies the company profile name, address, phone, and email fallback.

For invoice and statement email sender identity, the precedence is:

PDF Settings / document-template email settings, when configured.
Defaults → Invoice Defaults → From Name / From Email, when configured.
Global Settings → Company / Email Settings, which supplies the company name and campaign email fallback.

Invoice override fields

Field	Required?	Type	Validation	Notes
Company Name	No	Text	None beyond normal text length limits.	Used as a fallback for invoice/statement company name placeholders when PDF Settings do not provide a value.
Email From Name	No	Text	None beyond normal text length limits.	Used as a fallback sender name for invoice and statement emails when PDF Settings do not provide a value.
Email From Address	No	Email	Must be a valid email if entered.	Used as both the fallback sender address and fallback company email placeholder.
Phone	No	Text	None beyond normal text length limits.	Used as a fallback company phone placeholder.
Company Street	No	Text	None beyond normal text length limits.	Used as a fallback company street placeholder.
City	No	Text	None beyond normal text length limits.	Used as a fallback company city placeholder.
State	No	Text	None beyond normal text length limits.	Used as a fallback company state placeholder.
Zip	No	Text	None beyond normal text length limits.	Used as a fallback company zip placeholder.

Non-obvious behaviors

Global Settings and Metastorage overlap. Some fields are in both places. If editing a Global Setting seems to have no effect, check whether the underlying value lives in Metastorage.
No history on Global Settings changes. There's minimal audit log for company-wide setting flips. Make changes with deliberate notes or confirmations externally (slack, runbook) so your team knows what changed and when.

Administration Overview — the starting point for every admin area.
Users — user-level settings such as timezone and locale can override company defaults for that user.