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This guide provides administrators with the necessary steps to manage users who are no longer needed within Issuetrak.
Whether a user has left the company and you need to prevent issues from being assigned to them, or you simply want to clean u...
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The optional Projects feature is a mechanism through which you can group related issues together that share common goals. You can define Project Members who have access to view the project and its progress, as well as a Project Manager who has respo...
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It is possible to use the Scheduled Reports feature to send a Scheduled Report in CSV format to an email account that is monitored by Microsoft OneDrive. Power BI can then be connected with OneDrive to pull your reports and then process them in any ...
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Round Robin is a feature that takes each issue assigned to a group and re-assigns it to one of the group's members. Round Robin is implemented as an attribute that can be turned on for groups.
How does Round Robin work?
Once Round Ro...
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Last Updated: 08/25/2025
in Getting Started Deployment Now that your site is deployed, you have the opportunity to do some post-deployment configuration of the site. All of the steps below are optional, and you will need to use your best judgement on whether following them will benefit you.
You can...
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Last Updated: 06/17/2025
in Integrations and Add-Ons API The Issuetrak API requires specific, custom authorization headers to be added to each HTTP request targeting an API operation endpoint. The following custom authorization headers must be defined.
Issuetrak API Authorization...
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Active Directory Federation Services (AD FS) is a framework for authenticating users to an application without direct communication with a domain controller. This is a better and more secure way of implementing authentication for Issuetrak because: ...
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Last Updated: 06/18/2026
in Getting Started General The lifecycle of an issue varies depending on the usage, but there are also some similarities and best practices to follow. This guide aims to provide a structured understanding of the sequential steps involved in handling an issue within Issuetrak,...
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Last Updated: 10/28/2025
in Getting Started General You can implement various password policies to help increase the security of your Issuetrak site. Behind the scenes, Issuetrak uses substantial protections to avoid the compromise of sensitive customer data. Different mechanisms are employed based o...
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Scheduled Reports deliver Saved Searches or Custom Reports to select users via email in CSV , Excel , or HTML formats. This allows interested parties to receive and review the most current data without requiring them to log into the sy...