Assistance for Admin Users
How to set up your FileTrac system and manage it as an administrator.
9 articles
- Management Reports for Administrators OnlyUnderstanding the data and metrics within management reports.
- Quick Guide to Setting Up Your FileTrac SystemUnderstanding how to set up your FileTrac System.
- MailgunUnderstanding the functionality of Mailgun for emailing.
- Automated Email Notification (BCC) Setup (Admin Only)Understanding how to manage which users can email as the recipient from the system.
- Adjuster Payout Worksheet and Payout Link VisibilityUnderstanding how to fully utilize the Adjuster Payout Module in your Billing process.
- Adjuster Skills and Background - Created in Settings for the AdminUnderstanding how to set up your adjuster skills and background.
- Understanding Client User Roles and AccessUnderstanding all access levels for your Client user roles.
- Understanding Employee User Roles and AccessUnderstanding all access levels for you Employee user roles.
- Alert Emulation- Admin Users OnlyUnderstanding how to utilize your Alert Emulation in FileTrac.