Client Portal
You can access the Custom Style tab via the Setup area of Fastrak. In this area you will be presented with several fields allowing you to change the colours...
Mon, 15 Aug, 2022 at 10:43 AM
The two tabs within the Setup area of Fastrak that you will need access to are – · Client Logins · Client Advisers Once you...
Tue, 12 Jul, 2022 at 11:08 AM
Access the Key Documents tab from the green options at the bottom of the Setup area of Fastrak. From within this area of Fastrak you can add e...
Mon, 15 Aug, 2022 at 10:20 AM
One of the elements within the Registration functionality which makes Fastrak very flexible is ability for multiple clients to share an email address. T...
Mon, 15 Aug, 2022 at 10:22 AM
The Private Documents area of the Client Portal allows you to send Client Specific documents securely to your Clients and build a Folder structure if you re...
Tue, 12 Jul, 2022 at 10:19 AM
The URL for your Client Portal to add to your Organisation's website is in the following format: https://portal.setfastrak.net/login/short name E.g....
Tue, 12 Jul, 2022 at 10:23 AM
Within the Setup area of Fastrak there are two tabs, ‘Portal Emails’ and ‘Portal Email Reminders’. ‘Portal Emails’ is simply an area which allows you to...
Tue, 12 Jul, 2022 at 10:45 AM