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 |
| Invoice Settings | admin.globals-edit.invoice-settings |
| ADT Settings | admin.globals-edit.adt-settings |
| Notifications | admin.globals-edit.notifications |
| Record 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 — company name, dealer number, phone, address, password-change timing, theme color, company logo, file import, and global message.
- Email Settings — appointment reminder emails, default campaign email sender, corporate email sender, automatic lead emails, daily schedule emails, and payment receipt email defaults.
- Invoice Settings — 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.
- 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.
- Record Defaults — default values SecurityTrax loads into specific new-record forms, invoice display overrides, statement display overrides, duplicate customer copy defaults, and scheduling defaults.
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 Global Settings in the System section.
- Use the left navigation to open Company, Email Settings, or Invoice Settings.
- 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.
Record Defaults
Requires. A Yes grant for SecurityTrax Global Settings to save changes.
Route: admin.globals-edit.record-defaults.
Record 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 Record Default only applies when SecurityTrax has a visible field, picker, checkbox, or document placeholder that can receive that value.
Note. Record 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 Record 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 Record 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 Record 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 Record 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
| Record Defaults area | Fields | Where users see the default |
|---|---|---|
| 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.
Record Defaults field behavior
| Field group | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| 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 Record Defaults
Two settings pages can affect invoice and statement output:
| Page | Controls | Typical use |
|---|---|---|
| Global Settings → Invoice Settings | 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 → Record 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.
- Record 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.
- Record 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 | 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.
Related
- 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.