• Sites: Introduction

    Sites are one of the building blocks of the TrackTik system. They represent the clients you serve. You ca...

  • Sites: Creating Sites

    To access the list of sites, click on the tile labeled Sites (Client). Features such as adding, removin...

  • Sites: Options

    Once you have created the site, you will find several options available to manage it. Edit: Edit infor...

  • Sites: Message Board

    By posting to the message board, you can communicate important information to your guards in real-time. A...

  • Sites: Assigned Employees

    Assign Employees To Sites Assign employees to the site under the Assigned Employees tab. Click the "A...

  • Sites: Client Portal Access

    Client Portal Access allows you to grant your customer access to the TrackTik system. The customer will o...

  • Sites: Ban A User From A Site

    You can ban a user from working at a site. Doing so will prevent the user from working at the site and wi...

  • Sites: Other Site Contacts/Addresses

    Under the Other Site Contacts/Addresses tab, you can add additional contacts and alternative site address...

  • Sites: Account Notes

    You can add notes about the customer and any customer interactions under Account Notes. Click the Acc...

  • Sites: Positions

    Positions describe what you pay the guard to do. They can be created at the site or the zone level. Posit...

  • Sites: Documents

    In the Documents section, you can upload any documents about the site. Click on the Documents tab. Cl...

  • Sites: History

    The History section will show an audit trail of changes and updates made to a site. Click on the Hist...

  • Sites: SLAs

    You can use SLAs (service level agreements) to track how well you are fulfilling your contractual agreeme...

  • Sites: Exporting Sites

    You can export a list of sites to Excel if you need to do analysis or data manipulation. Follow the steps...

  • Sites: How to Setup Summary Report (DAR) Notifications

    Summary Reports are used to compile all activities completed over the course of a day or shift. The summa...

  • Sites: The Notification Tab

    Just as you can set up notifications at the portal and zone levels, you can also set up notifications at ...

  • Sites: Bulk Assign Multi-Site Employees To Sub-sites

    You can bulk-assign multi-site employees to sub-sites of the multi. Follow the steps below to do so. ...