Preferences
Use Preferences to control behavior and display options that apply only to your account. These settings do not affect other users.
The page heading is "Preferences" with the subheading "Choose how SecurityTrax behaves and displays information for your account."
Getting here
- Click your avatar in the top-right corner, then choose My Account.
- Click Preferences in the left-side Settings sub-nav.
- Or navigate directly to
https://portal.securitytrax.com/acme/settings/preferences.
Form fields
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Email Reminders | No | Checkbox | — | Whether SecurityTrax emails you reminders for appointments, tickets, and follow-ups. |
| Restore Session | No | Checkbox | — | Whether SecurityTrax restores your last open tabs/pages when you log back in. |
| Forms Layout | Yes | Radio cards | Must be Labels on top or Labels on the left | Controls how form labels appear on large screens. Small screens keep the mobile-friendly stacked layout. |
| Customer Navigation | Yes | Radio cards | Must be Header tabs or Left sidebar | Controls where customer screen navigation appears on large screens. |
| Customer Navigation Labels | No | Checkbox | — | Shows or hides text labels next to customer navigation icons. |
| Mobile Customer Tabs | No | Checkbox | — | When customer navigation uses Header tabs, keeps those tabs pinned and horizontally scrollable on small screens instead of moving them into the Menu flyout. |
Customer navigation choices
Use Customer Navigation to choose where customer page navigation appears on large screens:
- Header tabs — navigation appears in the customer header.
- Left sidebar — navigation appears in a vertical sidebar to the left of the customer page content.
Both layouts flag sections that need attention with a red dashed underline on the matching navigation item (for example, an open ticket or work order). In the Left sidebar layout, the customer's tags and warning callouts appear at the top of the page content rather than across the full width, so the sidebar stays in place when a warning appears.
If Mobile Customer Tabs is turned off, customer navigation moves into the Menu flyout on small screens. If it is turned on, header tabs stay visible and scroll horizontally on small screens.
Saving
Click Save at the bottom of the form. SecurityTrax validates every field, saves the preferences, and shows a success toast: "Your changes have been saved."