Documentation

Locations

Requires.

  • Office Locations with View to see the list.
  • Office Locations with Create to use + New Location.
  • Office Locations with Modify to save changes.

Locations are the top-level scoping concept in SecurityTrax. Every user, customer, invoice, appointment, and most other records ultimately belongs to a location. Most permissions are evaluated per-location — a sales rep assigned to the Dallas location doesn't automatically see Houston customers. Many small companies have just one location; larger ones have many.

The page heading is "Locations".

Getting here

  • From the Admin index, click Locations in the Organization section.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/admin/locations.

The Locations list

Filters

Click the filter icon to open the filter flyout.

Field Type Notes
Name Text Partial match on location name.
Active Select Active / Inactive / All.

Default sort is Name ascending. Filter state persists in the URL and session (session key portal_filters_locations).

Columns

Column What it shows
Name Location name. Click to open the edit form.
Active Active-status indicator.

Click the + New Location button (top-right) to create a new one.

Creating or editing a location

Opening a location loads the full edit form.

Form fields

The form is organized into sections. Field set depends on your company's enabled features (enhanced inventory, licenses, etc.).

Identification

Field Required? Type Validation Notes
Name Yes Text 1–255 chars, unique Shown in dropdowns everywhere.
Active Yes Select Active / Inactive Inactive locations stay on existing records but drop out of new-record dropdowns.
Dealer Number No Select A Dealer Number from your catalog Used when talking to monitoring companies.

Contact & address

Field Required? Type Validation Notes
Address 1, Address 2 Recommended Text — Used for mail, permits, GeoIP lookups.
City Yes Text —
State Yes Select US states
Zip Recommended Text — Also feeds the Zip Relation Manager if you use zip-to-location routing.
Phone Recommended Phone — Shown on printed documents.
Fax No Phone —
Email Recommended Email Valid email Contact email for the location.

Timezone & locale

Field Required? Type Notes
Timezone Yes Select from IANA timezones Default timezone for records created at this location.

Scheduling defaults

Field Notes
Working hours (per weekday) The hours the tech/sales scheduler treats as bookable.
Tech scheduling notes Admin-facing notes for schedulers.
Remote scheduling notes Notes specific to remote scheduling.
Stages site group If your company uses the Stages monitoring platform, the site group ID for this location.

Inventory (if enhanced inventory is enabled)

Note. Inventory+ adds auto replenish, recipient templates, and equipment details for inventory recipient locations. If Inventory+ is not active, SecurityTrax hides those controls and keeps any existing values unchanged.

Field Notes
Inventory recipient settings Whether the location is a warehouse/base that holds inventory, and its default capacity.
Shipping info Address and instructions for inbound equipment deliveries.
Base calculator multiplier Used by the replenishment algorithm.
Recipient template Requires Inventory+. A Recipient Template that pre-fills inventory defaults.

Permission assigner

A special sub-component for bulk-assigning permissions to users at this location. Only appears if enabled for your company.

Custom fields (UDFs)

Any location-scoped UDFs your admin has defined.

Click Save to commit.

The Licenses sub-tab

Requires. The Licenses & regulations tracking feature must be enabled for your company, plus Office Locations with View.

When licenses are enabled, a Licenses link appears on the location's edit page. Clicking it opens a dedicated sub-page showing every government license held by this specific location — alarm-business license, occupational taxes, inspection certificates, etc.

Route: admin.locations.licenses with the location as the parameter.

Each license entry includes:

  • License type — from your Licenses Info catalog.
  • License number.
  • Issue date and expiration date.
  • Status — active, expiring, expired.
  • Notes.

Add expiring licenses here so your compliance team gets alerts before they lapse.

Deleting a location

Delete from the edit form (if your permissions allow). Locations soft-delete — their historical records stay intact but they no longer appear in new-record dropdowns.

Warning. Deleting a location orphans the customers and users currently attached to it. Before deleting, reassign them to another location, or they'll be invisible to anyone who filters by active locations.

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