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Permissions

Administration

How SiteTrax.io decides what a person, and any assistant acting for them, is allowed to see. The model Project sharing determines which operational projects an account can access. External assistants must also have valid authorization and the required scopes....

Organization Configuration

Administration

The settings that shape what SiteTrax.io captures and where that data goes are held on the project.Project basicsOpen Projects and select a project to see its status, shortcuts to its dashboard, videos and assets, its users, and its integrations. A project rep...

Enabling Intelligence

Administration

What has to be true before a team gets value from Intelligence, in the order it makes sense to do it. 1. Confirm the accounts Everyone needs their own SiteTrax.io account, with email verification completed before authorizing an external assistant. Share the p...

Best Practices

Administration

What separates teams that get value from Intelligence from teams that stall. Treat coverage as the foundation Analysis cannot recover an observation that was never captured. When a result looks wrong, check coverage before questioning the analysis. Work the c...

Frequently Asked Questions

FAQ and Troubleshooting

About the product Is SiteTrax.io Intelligence a separate product?It is part of the SiteTrax.io application at app.sitetrax.io and uses your existing application sign-in. Connecting an external assistant is a separate OAuth permission step using that same acco...

Known Issues

FAQ and Troubleshooting

Access and assistant guidance reviewed on 8 September 2026 against the current contract and the live application, which identifies itself as version 3.0.0. Historical application defects below were observed on 4 September and were not all retested. Each entry...

Troubleshooting Guide

FAQ and Troubleshooting

Start with the account and filters, then identify whether the problem is in the application, assistant connection, data interpretation, or capture. For external-assistant setup, keep Account Access and OAuth open alongside this guide. Step 1. Check the three ...

Documentation Migration

Working record of the September 2026 migration to the SiteTrax.io Intelligence documentation set, covering what was created, updated and retired, the conflicts found between the documentation and the live application, the defects surfaced while auditing, and t...

SiteTrax.io Intelligence Documentation Migration Report

Documentation Migration

Historical migration record. This report records work and observations from 4 September 2026. Its capability, availability and issue descriptions are historical, and the recommendations below are not a current backlog. For current customer guidance, use the Si...

Account Access and OAuth

AI Integrations

You use your existing SiteTrax.io account in the application. Connecting an external assistant adds a separate permission step: you authorize that assistant to retrieve the SiteTrax.io information your account can access. This guide helps you prepare the right...

Alerts and Scheduled Digests

Operational Use Cases

Use SiteTrax.io notifications when you want an email about a new matching detection or a scheduled summary of stored readings. Set them up through a connected assistant, review the exact settings, and confirm before anything is created. A request for a report ...