Platform & security
Set up the way your institution already works.
Staff sign in once for all the modules, and they see your logo and your vocabulary wherever they go.
SAML single sign-on
Staff sign in with the accounts they already have, through Microsoft Entra ID, ADFS or another SAML provider.
Access by job
Each person sees what their job requires.
Your branding
Your logo and color throughout, and your name on the emails ProTrac sends.
Your terminology
ProTrac uses the words your staff use for customers, branches and products.
Public forms
Staff who don't have a login can still pitch in from a shared terminal.
Audit trail
Who changed what and when, ready for your auditors.
You own your data
It's your data. Export it whenever you like.
API keys
Connect your other systems to ProTrac with keys you control.
It talks the way your staff talk.
Pick what ProTrac calls customers, branches and products.
If your staff say member instead of customer, or office instead of branch, ProTrac will too. Your words show up on the screens, in the help and in your reports. And each person can use ProTrac in English or Spanish, public forms included.
| ProTrac's default | What your institution might say |
|---|---|
| Customer | Member or Client |
| Branch | Office or Location |
| Product | Need |
Security
How we protect your data.
Each institution on ProTrac gets all of these.
Have a vendor questionnaire? Send it over and we'll fill it out.
- 01Single sign-on (SAML)
- 02Role-based access
- 03Each institution's data kept separate
- 04Audit trail
- 05Encryption in transit and at rest
Questions from your IT or compliance team?
We're glad to get on a call with them, or answer your questionnaire in writing.