Account Management

Learn how to manage your account, update company information, upload your logo, change your plan and monitor storage usage.

How do I update my company's information?
To add or edit your company's information, click the drop down in the upper right hand corner where your name appears. Select Account & Billing. ...
Thu, 3 Sep, 2020 at 9:41 AM
How do I change or cancel my CROSStrax service plan?
In the upper right, click on your name and select Account & Billing If you need to Add Admin users or Storage go your account, click on Add Admins...
Fri, 9 Aug, 2019 at 9:20 AM
How do I update my payment method or see previous transactions?
To change your billing method or view your previous financial transactions, click your name in the upper right and then click Account & Billing. ...
Tue, 1 Sep, 2020 at 9:03 AM
How do I upload my company's logo?
To add or edit your company's logo, click on your name at the top of CROSStrax, select the Account & Billing link.   Then click Edit Info in the u...
Thu, 29 Aug, 2019 at 7:41 AM
PI Direct Link to CROSStrax Webinar
We conducted a webinar and recorded it for PI Direct Link users who are transitioning over to CROSStrax. Click Here to View or Download the Webinar
Tue, 13 Nov, 2018 at 1:51 PM
How do I change the name in the Navigation Bar to my Company Name?
This is done in the Company Information area in Account & Billing and you can put your company name there. Click on Account & Billing in the ...
Thu, 15 Aug, 2019 at 3:00 PM
How do I sign up for a plan?
In the upper right hand corner, click on Account & Billing Then click on Buy Plan.  Choose the plan that best meets your needs Sele...
Tue, 13 Aug, 2019 at 11:44 AM
How do I enable 2 step or two factor authentication?
You can use the "OTP" feature CROSStrax offers, which is commonly known at 2 Factor Authentication. This will require users to enter a code they r...
Fri, 8 Mar, 2019 at 8:53 AM
Where do I login?
During the signup process you chose a Subdomain which became part of a unique website address where you will go to login. For example, you may have sele...
Fri, 11 Jan, 2019 at 3:49 PM
Can I backup my data and save it on my computer?
Yes.  To get a copy of your data for safe keeping on a local computer click on Settings. Look for the Data Administration section and click on Downloa...
Mon, 24 Aug, 2020 at 1:30 PM