How to edit account settings

Updated on February 1, 2023

Follow these steps to add a edit account settings to TrackPath. First, make sure you’re logged in to TrackPath.

Select Accounts from the navigation menu on the left hand side of the page. Then select the account you’d like to edit. Screen Shot 2023-02-02 at 12 24 43 PM

From the account page, click on Edit at the top right. Screen Shot 2023-02-02 at 12 25 16 PM

From the edit account screen, you’ll be able to modify the following information:

  • Account details, such as name, ID, and address
  • The occurrences that your account uses, plus how many points each occurrence is worth
  • Attendance counseling limits
  • No Call, No Show counseling limits
  • Introductory period

Once you’ve made the changes that you need, click the Save button to confirm your changes. Screen Shot 2023-02-02 at 12 29 22 PM


More support articles

Enter associate occurrence history

Backfill historical occurrence data when first setting up your account

Subscription invoices and receipts

Where to find your subscription invoices and receipts.

Self-reported absences

Save time by letting associates self-report absences by calling a phone number.

Handling self-reported absences

Learn how to take action on self-reported absences

Import associates

Learn how to import associate data in TrackPath

Add an occurrence

Learn how to add an occurrence to an associate in TrackPath

Cover shifts overview and account setup

Learn how to set up and use Cover Shifts to automatically fill open shifts with qualified associates.

Add a cover shift

Learn how to create a cover shift to quickly fill open shifts with qualified associates.

User access levels

Learn about the different user access levels that TrackPath offers

Uploading Counseling/Expiry

Learn about how counseling expires and how to upload supporting documents

Counseling breaks

Learn about counseling breaks with TrackPath

How to add an associate

Learn how to add associates in TrackPath

How to add a supervisor

Learn how to add supervisor users in TrackPath

How to add a manager

Learn how to add manager users in TrackPath

Transfer associate to cost centers

Learn how to transfer an associate to another cost center using TrackPath

Issue counseling for an occurrence

Learn how to issue counseling for an occurrence using TrackPath

Add work rule violations

Learn how to add work rule violations using TrackPath

Add excused absences

Learn how to add excused absences using TrackPath

Enter associate occurrence history

Backfill historical occurrence data when first setting up your account


Still need help?

Send us an email and we'll get back to you as soon as we can.