Administration Overview

Requires. Administration Page. Most users don't see the Admin icon in the top nav at all — it only shows for users with an administrative permission anywhere.

The Administration area is where administrators configure everything that the rest of SecurityTrax reads: who your users are, what each of them can do, which locations you operate at, which central stations and interactive services providers monitor your customers, the dozens of catalogs feeding dropdowns around the app, integration credentials, payroll rules, inventory settings, and more.

The heading is "Administration" with the subheading "Setup and manage the SecurityTrax platform".

Getting here

• Click the Admin icon in the top navigation bar.
• Or navigate directly to https://portal.securitytrax.com/{your-company}/admin.

Card-grid layout

The Admin landing page is a grid of cards arranged into topical sections. Cards only appear if you have the corresponding permission — so your view of Admin may be narrower than a colleague's.

Organization section

Company-wide structural configuration. Typical starting point for a new tenant.

• Global Settings → low-level company-wide switches (see Advanced).
• Locations → offices and service territories.
• Organizational Hierarchy → managers, reports, working groups, user titles.
• Permission Groups & Roles → the three-level permission editors (company, location, group).
• Users → every person who can sign in.
• SecurityTrax Account Management → billing/subscription for your SecurityTrax account itself.

Content Management section

The catalogs and lookup tables used throughout SecurityTrax. This is the largest section. Most cards link to a small CRUD page for that catalog. Items appear alphabetically:

Account Classes · Activation Fees · At-Risk Entry Settings · Contract Terms · Customer Cancel Reasons · Customer Note Types · Customer Notes Contact Settings · Customer Payment Types · Customer Warranties · Dealer Numbers · Discount Affiliates · Email Campaigns · Equipment Return Reasons · Funders · Interactive Services Providers · Invoice Quote Templates · Lead Dispositions · Lead Queue Request Groups · MMRs · Monitoring Companies · Order Templates · Sources · Scheduling Profiles · Service Detail Types · Tags · Task Templates · Work Order Templates · Work Order Types · Workflows.

See Catalogs (CMS) — each catalog has its own doc page. Lead Queue Request Groups and Monitoring Companies previously lived in Organization and have moved here.

Electronic Documents section

Shown when eDoc+ is enabled and you have Electronic Document Providers - Full Control:

• Electronic Document Providers → provider accounts for DocuSign, PandaDoc, and SecurityTrax eDocs.
• Electronic Document Templates → SecurityTrax-hosted templates built from uploaded PDFs and signer fields.

Equipment section

The catalog side of equipment — the items themselves, how they're grouped, and who you buy them from:

• Equipment → master equipment catalog.
• Equipment Types → equipment category catalog.
• Equipment Packages → reusable equipment bundles for sale.
• Equipment Vendors → suppliers.
• Equipment Templates → reusable stocking templates for technician and location inventory expectations. Requires Inventory+.

See Equipment & Inventory for details.

Note. The day-to-day inventory workflows — purchase orders, purchase requisitions, transfers, spillage, RMAs, on-hand counts, physical inventory audits, replenishment, and the inventory ledger — live under the top-nav Company Inventory section. Equipment setup, vendors, packages, and equipment templates stay in Admin.

Accounting section

Accounting cards appear based on their own permissions:

• Invoice Billable Items → reusable line items.
• Invoice Terms → Net-N payment terms.
• Payroll → payroll roles, functions, levels, examples, and Payable+ lookup tables.
• Sales Tax Settings → sales-tax tables.

See Payroll Admin Overview for the role / function / level model used to calculate payable entries.

Licenses & Regulations section

Shown when Licenses & regulations tracking is enabled for your company (and/or Government Regulations) and you have Administration Page. Each card opens a dedicated page:

• License Catalog → master list of license types your company recognizes.
• License Assignments → cross-cutting view of every license currently held by a user, location, or the company.
• Company Licenses → licenses your company itself holds (vs. licenses held by individual users / locations).
• Government Regulations → per-jurisdiction rules (permits, inspection cycles, fees).

See Licenses & Regulations for the full feature.

System section

Low-level configuration that affects company-wide behavior:

• Integrations → connections to QuickBooks, Twilio, payment processors, partner services. See Integrations.
• Tags → tag and UDF management. See UDFs and Tags.
• Tech Schedule Assignment Runs → scheduler audit log. Only appears when slot scheduling is enabled and appointments are left unassigned (auto-assign-on-create turned off) — when every appointment is auto-assigned the moment it's created, there's nothing for the runs to do, so the card is hidden.
• ZIP Management → zip-to-location routing.

Deleting items

Most catalogs and other administration items are protected against accidental deletion while something else still uses them.

When you click Delete on an edit page, you'll first see a confirmation dialog that warns you the action is permanent. For items that have an Active checkbox, the dialog also suggests an alternative: "Deleting is permanent. To prevent future use while preserving existing references, uncheck Active and save instead." Marking the item inactive keeps it on the records that already reference it but hides it from new pickers and lists.

After you confirm, SecurityTrax checks whether anything currently uses the item:

• If it's in use, the dialog closes and a red banner appears on the edit page: "Cannot delete — currently in use." The item isn't deleted. Find the records that still reference it, point them at a different value, then try again — or mark the item inactive if you'd rather leave existing references alone.
• If the usage check can't finish, you'll see an amber banner instead: "Couldn't verify usage." Try again — if it keeps happening, contact your administrator.
• If nothing references it, the item is deleted and you're returned to the list.

Typical setup sequence

If you're configuring a brand-new SecurityTrax tenant from scratch, the rough order:

1. Locations — the physical offices or service territories your company operates from. Everything else scopes to locations.
2. Users — the people who will sign in. Usually seeded from your HR system; manual one-by-one additions work too.
3. Permission Groups & Roles — grant groups of users what they can do where.
4. Monitoring Companies — central stations you route alarm signals to.
5. Catalogs — the lookup lists (account classes, note types, payment types, contract terms, etc.) your team will pick from.
6. Integrations — connections to QuickBooks, Twilio, payment processors, and partner services.
7. Templates — work-order templates, invoice templates, equipment templates for reusable configurations.
8. Routing and payroll — Tech Scheduling & Routing, lead routing, and payroll rules. See Payroll Admin Overview for the role / function / level model.

Most tenants iterate on this list over weeks or months — you don't need to finish everything before going live.

Related

• Users — the people who can sign in.
• Permission Groups & Roles — what they can do.
• Locations — where they can do it.
• Catalogs (CMS) — the dropdown values throughout the app.