Users

Requires.

• User Accounts with View for the list and any view sub-tab.
• User Accounts with Create to use + New User.
• User Accounts with Modify to save changes on the edit form.
• Additional per-sub-tab permissions as called out below.

The Users page is the admin's view of every person who can sign in to SecurityTrax at your company — techs, sales reps, managers, billing clerks, accountants, admins. Every account lives here. When someone joins your team, you create their user here; when they leave, you deactivate or delete them here; when they need new permissions, you open their record and adjust the groups or roles attached to them.

Each individual user record is a rich multi-tab screen modeled like the customer record — one row in the list opens a full workspace covering identity, groups, payroll, licenses, files, history, and more. This doc walks through the list first, then the record layout, then each sub-tab.

Getting here

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

The Users list

The heading is "Users" with a count of users matching your filters.

Filters

Click the filter icon to open the Filter Users flyout.

Filters persist in the URL and session so you can share or bookmark a filtered view.

Columns

Each row shows:

The rows load via a bulk fetch that includes session/activity counts, so a long list may take a second to render.

Creating a new user

Click + New User (top-right). SecurityTrax opens the edit workspace on the Edit sub-tab with empty fields. Fill in at least the required identity fields (name, username, email), set initial permissions via groups or location assignments (usually on the Permission Groups & Roles sub-tab), and save.

The user record — header, status boxes, and sub-tabs

Opening a user from the list lands on their Edit tab. The record header shows the user's ID badge, their name, a row of compact status boxes, and a horizontal sub-nav of tabs underneath.

Status boxes

A small row of colored boxes appears next to the user's name and gives an at-a-glance read on the account. Hover any box for a tooltip:

The Tech and Sales boxes only render when the corresponding role is assigned. A user with no role flag shows only the Active and Login boxes.

Permission warnings

If the user has gaps in their setup, an amber warning callout appears just below the sub-nav:

• No locations or groups assigned — the user can sign in but can't see anything because they have neither a location assignment nor a permission group.
• No locations assigned — they have permission groups but aren't assigned to any locations.
• No groups assigned — they have locations but no permission groups.
• Tech coverage not set up — (only for tech users, and only when your company uses coverage-area views or the time-slot scheduler) The tech's Start Address hasn't been set to a location SecurityTrax can find on the map, or their Coverage Radius is 0. Either gap leaves the tech out of coverage-area scheduling and time-slot matching, so they can be missed without anyone noticing. They can still be scheduled by office location.

Resolve the warnings by visiting the appropriate sub-tab — usually Permission Groups & Roles for the first three, and the Edit form's Tech Settings (Start Address + Coverage Radius) for the tech-coverage warning.

Sub-tabs

A horizontal sub-nav runs across the top of the record. Tabs render in this order; some are conditionally hidden based on permissions or company settings.

The Edit sub-tab (main form)

This is the biggest single form in Admin. It's organized into collapsible sections:

• Profile photo — upload / remove.
• Name — First, Last.
• Identity — Username, Email.
• Address — optional.
• Contact — Home, cell, work phone with privacy toggles; Fax; Mobile carrier.
• Preferences — Timezone, Locale, Marketing Group, Email Reminders, Restore Session.
• Password — Set or reset the user's password.
• Inventory — If enhanced inventory is enabled, the user's inventory recipient configuration. Auto replenish, recipient templates, and equipment details require Inventory+.
• HR — Hire date, job-related fields. Date fields include a clear button and a "Today" shortcut.
• Settings — Active / Login flags, employee directory access, customer-view day limits, campaign email, and (for applicable companies) a Delete-Restricted Tags button for configuring which tags the user cannot remove.
• Custom fields (UDFs) — any user-scoped UDFs your admin has defined.

Fields mirror the user's own Profile page with the added controls for fields the user can't edit themselves (password reset, active flag, HR fields).

Step-by-step: creating and fully configuring a new tech

Here's the typical flow for adding a new field tech to SecurityTrax:

1. From Admin → Users, click + New User.
2. On the Edit sub-tab fill in:
   • First Name, Last Name, Username, Email (all required).
   • Set a temporary password and check Force password change so they must change it on first login.
   • Pick the user's Primary location.
   • Check the Tech role flag.
   • Fill in Cell phone + Mobile carrier so SMS notifications work.
3. Click Save. The user record is created and you stay on the Edit tab.
4. Go to the Permission Groups & Roles sub-tab. Assign them to the appropriate permission group(s) at the locations they'll work at — e.g. "Tech" group at "Dallas Office".
5. Go to the Payroll Roles sub-tab (if your company uses payroll). Assign the appropriate roles — e.g. "Install Tech".
6. Go to the Licenses sub-tab (if your company uses licenses). Add any alarm-installer licenses the tech holds.
7. Go to Tech Restrictions (if you use the slotted scheduler). Set any territory, job-type, or equipment restrictions.
8. Go to Notifications and pick which alerts they should receive.
9. Send the user their username + temporary password. They'll sign in, change their password, and be ready to work.

Permission Groups & Roles, and the Permission Analyzer

The Permission Groups & Roles sub-tab controls which permission groups the user belongs to at which locations. It is also where you can open the Permission Analyzer for that user.

Requires. Assign Permission Groups to edit user group assignments. The Permission Analyzer button requires Permission Groups with View and Administration Page.

The page shows two main areas:

The top action row includes Permission Analyzer, Remove All Permissions, and Save.

Review one user's permission assignments

Click Permission Analyzer on the Permission Groups & Roles sub-tab to review the current user's assignments. The analyzer opens in Individual User Lookup mode with the current user already selected. You cannot switch to Permission Search or choose a different user from this page.

The analyzer results default to Summary view. Use View Mode above the table to switch between:

Non-obvious behaviors

• The users.group_id column is unrelated to SecurityTrax user permissions. Use location and group assignments on the Permission Groups & Roles sub-tab instead.
• Deleting vs. deactivating. Deactivation (unchecking Active) preserves history attribution — notes, appointments, and payables the user created stay attributed to them. Deletion is soft (status changes to deleted), preserving the same attribution. For most cases, just deactivate.
• Tech Restrictions tab is conditional. It only renders when the user is flagged as a tech and your company uses the slotted tech scheduler. For companies on the classic scheduler, the tab is hidden.
• Session persistence. Filter state on the users list persists in session key portal_filters_users.
• Permission assignments use locations and groups. The Permission Groups & Roles sub-tab is the source of truth for which permission groups the user belongs to at each location.

Notification settings

Requires. User Accounts with Modify to save notification preferences for another user.

Route: admin.users.notifications.

The Notifications tab lets an administrator manage notification preferences for one user. It uses the same saved settings as the user's own Settings → Notifications page.

Each notification card shows saved delivery pills:

The pills show the saved state only. They refresh after you click Save.

If the company has disabled a notification, SecurityTrax does not show it on this user-level page. That company setting blocks users from opting into the notification until the company default is changed.

Related

• Permissions — the three-level editors that work in tandem with user group assignments.
• Organizational Hierarchy — the manager/report tree, separate from permission groups.
• Advanced Admin — company notification defaults and other global settings.
• Payroll Admin Overview — what roles, functions, and levels mean on the Payroll Roles sub-tab.
• Profile — the user's own view of fields you can edit here.