TaskRox Help & User Manual

Your personal settings area includes: - Profile — name, email, company, position, avatar - Preferences — module defaults and behaviour, including Navigation - Appearance — UI colour and display preferences - Security — password and MFA settings

In Settings → Preferences → Navigation you can choose your default landing page, hide/show allowed navigation groups, and reset to defaults.

Navigation preferences are user-specific and can only reduce visible items. They never bypass org feature controls, RBAC, or project membership.

These are about *your account*, not the whole organisation.

Organisation admins work inside Organisation.

Key areas include: - General — organisation details and internal domain - Members — org members and roles - Notifications — organisation-wide default channels, digest timing, critical event protection and policy audit visibility - Asset Management — organisation-level asset register, QR identity, supplier and commercial controls - Fleet — plant and vehicle operations view over the asset register - Billing — plan visibility and subscription administration

Asset Management stores the organisation's actual assets, including owned, hired and leased equipment, QR identity, status, supplier details, documents, compliance records, financial fields and event history.

Fleet is the plant and vehicle operations view over those assets, including service dates, registration expiry and optional links to the public Plant Library catalogue.

Asset Tracking adds location visibility and telematics — assign trackers to assets, view last-known positions on maps, set geofences, monitor battery and movement state, and track deployment or theft recovery.

Use Asset Management for the master asset record. Use project Resources for where those assets are deployed and who currently has custody on a specific project.

Go to Settings → Security. Click Enable 2FA.

1. Scan the QR code with an authenticator app (Google Authenticator, Authy, 1Password, etc.)
2. Enter the 6-digit code to confirm.

Once enabled, every login requires a TOTP code after your password. To disable, go back to Security and click Disable 2FA — requires your current code.

The billing page shows your current plan, subscription state, workspace usage, storage usage, and billing contact details.

If you are a platform super user, the separate Administration area gives you platform-wide audit, AI, organisation, project, user, and login-history visibility.