Calitrak allows different types of accounts depending on how the platform is used. Understanding these account types is essential before creating or managing accounts.

Account Types #

1. Client Account (Basic, Essential, Premium)
   • A Client account is used by end users to access and manage their own equipment and records.
   • Clients can:
     • View their equipment
     • Track calibration, maintenance, or inspection status
     • Access reports and documentation
     • Generate auto-filled documents such as certificates, reports, and forms based on recorded data (Premium only)
2. Calitrak Pro Account
   • A Calitrak Pro account is used by service providers to manage their operations, equipment, and clients within Calitrak platform.
   • Calitrak Pro:
     • Create and manage client accounts
     • Monitor equipment status and compliance
     • Assign and track maintenance or inspections
     • Maintain accurate records and ensure proper recordkeeping of all activities and documentation
3. Managed Account
   • A Managed account is a client account that is created and administered by a professional on behalf of their client (Calitrak Pro).
   • In this case, the professional:
     • Creates the account
     • Manages the data and updates
     • May grant access to the client if needed
   • ⚠️ NOTE: Account types (Calitrak Pro, Client, Managed) are different from subscription plans (Basic, Essential, Premium). Plans define features and limits, while account types define how the account is used and managed.

Creating an Account #

1. Client Account
   • From the Demo account:
     1. From the left-hand menu, navigate to My Business, then click on Billing.
     2. Select client account (Basic, Essential, Premium).
     3. Pay the registration fee.
     4. Enter your company and contact details.
     5. Set your login credentials.
     6. Confirm your registration.
   • ⚠️NOTE: Calitrak Pro includes advanced configuration and customization options. To ensure proper setup, accounts for this plan must be created in coordination with a Calitrak product expert.
2. Managed Account (Calitrak Pro only)
   1. Log in to your Calitrak Pro account.
      • Go to the client’s section.
      • Click on “Create New Client”.
      • Enter the client’s information.
      • Save the account.
   2. If client access is granted, the client will:
      • Receive login credentials or an invitation
      • Be able to access their Managed account
      • View data managed by the professional