- Click on the “My business” icon on left menu.
- Settings (account owner only)
- Logo: Upload you company logo.
- Organization name: Enter or update your organization’s name.
- Maintenance reminder lead time (months): Set how many months in advance you want to receive a maintenance reminder. A notification will be generated before the equipment’s maintenance is due.
- Disable maintenance reminder: Select this option to turn off maintenance reminder notifications.
- Team Members
- View the users registered under your organization and send invitations to add new users.
- Add new users:
- Click on “Invite” button.
- Fill up the email address of the invite.
- Select the role(s) of the invite.
- Click on “Send invitation”.
- User roles & permissions:
- Calitrak uses a role-based system to control access to features, data, and actions within the platform. Understanding user roles and their permissions ensures proper account management, data security, and compliance.
- Administrator: Invite user, create, edit, and delete accounts and data
- Manager: Same as administrator but cannot delete accounts or data
- Technician:
- Manage and complete maintenance tasks
- Update equipment status and operational records
- Generate reports (Premium)
- Viewer: Read-only role for monitoring equipment and records.
- Calitrak uses a role-based system to control access to features, data, and actions within the platform. Understanding user roles and their permissions ensures proper account management, data security, and compliance.
- Settings (account owner only)
Settings Modification
Updated on April 16, 2026