SecurityTrax
Home Pricing Features Integrations Learn Events
Request a demo Get started
For existing customers

Your move to the new SecurityTrax, step by step.

This page is the full overview of what has to happen before the previous SecurityTrax sites are turned off — every step, every signature, and the one piece of setup that depends on which version you're coming from. It's the same checklist your status emails track, in one place you can share with your team.

See the steps Find your version's path
Every account

Five steps, whichever version you're on.

Your data, logins, and configuration are migrated for you — these are the parts only you can do. Your biweekly status email tells you which are still open for your account, and your exact dates.

  1. 1

    Sign in at your new address

    Your login URL changes from "app" or "secure" to "portal" at the start — the rest stays the same, and so do every user's credentials. We email your company its exact new address when your account is migrated.

  2. 2

    Sign the updated service agreement

    An authorized signer is prompted the first time they sign in to the new SecurityTrax. It takes a few minutes and is required for every company making the move.

  3. 3

    Accept your Order Form

    It's your new pricing in writing — nothing to schedule or negotiate. It's due by your cutover date, and you're welcome to accept it earlier. Your current rates continue until that date, then the new pricing starts automatically.

  4. 4

    Set up your team's access

    What this involves depends entirely on the version you're coming from — see your path below. Coming from V2 there is nothing to do; coming from V3 this is the one substantial piece of hands-on work in the whole move.

  5. 5

    Move your whole team over before the shutdown date

    The previous SecurityTrax sites (V2, V3, and the classic mobile site) stay available for a transition window so your team can switch at its own pace. After the end date in your status email, those sites are turned off for good.

Your version's path

Step 4 depends on where you're coming from.

The new SecurityTrax uses the same permission model as V2, so V2 teams carry over as-is. V3 used a fundamentally different model, so V3 teams set access up fresh — once. Not sure which you're on? V3's login screen offers "Login with Google"; the classic V2 site does not. Or ask us — we'll tell you.

Coming from V2
Nothing to rebuild

Your permissions carry over as-is.

The new SecurityTrax grew out of the V2 permission model, so every user keeps the exact access they have today. Your checklist is the five steps above and nothing more.

  • All user permissions transfer unchanged — no groups to rebuild, nothing to re-check.
  • If your techs and reps use the classic mobile site, the new SecurityTrax replaces it too: it's fully mobile, with no separate site to manage.
  • Worth a quick pass: sign in and spot-check a few users to confirm everyone sees what you expect.
Coming from V3
Must do — the one big hands-on task

Set your team's permissions up fresh.

V3 permissions don't translate into the new model, so they are not migrated automatically. Your group names already exist in the new SecurityTrax — but each group's access and each user's assignments must be set by an admin before your team makes the move. Plan for this early; it's the step that takes real time.

  • A
    Set each group's permissions. Open each group in the permission editor and check what it can View, Create, Modify, and Delete. Templates and group duplication make this quick.
  • B
    Assign each user their groups, per location. The step V3 never had — a user has no access until their groups are checked at the locations where they work. This is the step most often missed.
  • C
    Verify with the Permission Analyzer. Spot-check that real users end up with the access you intended before your team switches over.

One exception: members of your SecurityTrax All-Access group are already fully set up — permissions configured and assigned at all of your current locations.

Use the V3 permission resources
V3 permission resources

Everything you need to migrate your permissions.

These are the same resources linked from your status emails. The video walks through the whole process end to end; the written guide covers every screen, shortcut, and edge case — including what became of V3 roles, policies, and filters.

Step-by-step guide: Migrating Permissions from V3

The complete written walkthrough — what changed, what carried over, and the four steps in detail. Also available inside your own SecurityTrax under Help.

Live, online training sessions

Bring your questions — we run regular sessions that walk your team through the new SecurityTrax in real time.
A full walkthrough of migrating your permissions from V3, made for administrators.
Staying on track

You won't have to track any of this yourself.

Every other week during your transition window, we email your account a status update: how many days remain on the previous sites, which signatures are still open, and when your current rates end. If everything on this page is done, those emails will simply confirm it.

Your status email covers

  • The exact date the previous sites (V2, V3, and the classic mobile site) are turned off for your account.
  • How long your current rates remain in place before the new pricing begins.
  • Whether the updated service agreement and Order Form still need signatures.
  • The training and permission-migration resources on this page.

Stuck on a step? We'll walk it with you.

Join a live training session, or reach out and our team will help you work through your checklist — permissions included.

Join a live training session Contact us