Account Settings Overview
Account settings define the global configuration for a TrackDrive company account. These settings affect every aspect of the platform's behavior fo...
Company SettingsCall Recording Settings
Call recording is a company-level setting and is enabled by default. Companies cannot disable recording. Turning recording off requires that the ac...
Company SettingsCompany Preferences
Preferences are managed under Account > Preferences in the sidebar. The page contains these sections: Company Branding: upload an icon image (200x2...
Company SettingsFeature Toggles (Manage Features)
Feature toggles are on/off flags that enable or disable specific platform capabilities for a company. When a company is created, these default feat...
Company SettingsPII Redaction
PII Redaction is a data privacy system with two parts: PII Access Control restricts which team members can see sensitive data (phone numbers) in th...
Company SettingsSecurity Settings
Security settings are managed under Account > Security or PII Redaction in the sidebar. Only the company owner can modify most security settings. W...
Company SettingsSound Files and Playlists
Sound files are audio recordings you upload once and reuse across the platform for greetings, hold music, voicemail messages, and whispers. Playlis...
Company SettingsZip Code Lists
A zip code list is a named collection of US zip codes used for geographic targeting. Lists are managed on the Geographical Filters page and referen...
Company Settings
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