Settings Modification

  1. 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 and contact details. This information can be used to generate calibration certificates or other documents.
      • Regional settings: Configure your country, time zone, date format, and number format to match your location and preferences.
      • Maintenance: Set how many months in advance you want to receive maintenance reminders. A notification will be generated before the equipment maintenance due date. You can also configure the validity period of bump tests. Select Disable all maintenance reminders to turn off maintenance reminder notifications.
      • Disable maintenance reminder: Select this option to turn off maintenance reminder notifications.
      • Billing: Manage your subscription, upgrade your plan, or purchase equipment packs.
      • Danger zone: Delete your enterprise account. This will schedule all data for permanent deletion after a 6-month grace period. You can cancel the deletion request at any time during this period.
    • Users & permissions
      • View the users registered under your organization and send invitations to add new users.
      • Add new users:
        1. Click on “+ Invitebutton.
        2. Fill up the email address of the invite.
        3. Select the role(s) of the invite.
        4. 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.
          • Approver: Can approve or reject draft certificates and reports.

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Updated on July 7, 2026