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Iristrace Helpdesk
  • First steps
  • Checklists
  • Templates
  • Workflows
  • Users
  • Departments
  • Reports
  • Notifications
  • Data download
  • Dashboard
  • Recommendations for use
  • Integrations & BI
  • Glossary
  • Mobile App
    • Getting Started
    • Answering Checklist
    • Finding and managing checklists
    • Offline Mode
    • App Notifications
    • Settings

First steps

8
  • Add Additional Company Contact Fields
  • Accessing Iristrace’s web/desktop platform
  • Accessing Iristrace on mobile
  • Customizing Iristrace with your corporate image or logo
  • Customize your Iristrace environment
  • Changing the language of your account in Iristrace
  • Iristrace Menu Interface
  • Creating and answering a checklist in the web version of Iristrace

New to Iristrace

5
  • Stay up to date with Announcements
  • Understanding the New Iristrace Interface and Template Versioning
  • New Features in the Template Question Editor
  • Answering Tables in the Web-App
  • New Account Settings in Iristrace

Checklists

16
  • How to View Checklists in the Kanban View
  • Creating and answering a checklist in the web version of Iristrace
  • How to answer a checklist from the Iristrace mobile app
  • How to create and answer a checklist from the web version of Iristrace
  • What additional options are available to the user when answering a checklist?
  • How to answer a checklist without connectivity (offline mode)
  • How to browse checklists in web version
  • How to filter the list of checklists in the web version
  • How to create an action plan in a checklist
  • How to set up a dynamic title per checklist
  • How to mass import checklists into Iristrace
  • How to manage incidents recorded in Iristrace
  • How to download an Excel file of incidents
  • Create and download checklist reports
  • How to assign a checklist to a user
  • How to change the department of a checklists

Templates

17
  • How to configure the visibility of a category of questions in a checklist based on its status
  • Archive Templates
  • How to create templates in Iristrace
  • What types of questions can be configured
  • What additional options can be configured in questions Excerpt
  • How to create default responses and reuse response structures
  • How to configure default responses
  • How to create statuses and status groups
  • How to create templates for action plans
  • How to examine the metadata in your templates
  • What are the additional functionalities of the templates?
  • How to customize a template
  • How to set basic scoring in templates
  • How to set up conditional questions
  • How to set up an advanced scorecard
  • How to Create a Random Question Template
  • How to set score thresholds for multiple choice questions

Workflows

2
  • How to create a Workflow to send notifications by email
  • How to create a Workflow to create checklists

Users

5
  • Checklist Access Control: Restrict Checklist Visibility by User and Template
  • “View Users” Permission
  • How to create a user
  • Managing Custom Permissions
  • How to mass customize user permissions

Departments

5
  • How to create a department
  • What are departments in Iristrace
  • How to create subdivisions
  • How to assign users to departments
  • How to customize the title “Departments”.

Reports

2
  • Exporting a report in Word format
  • How to customize PDF reports

Notifications

4
  • Creating a Notification Based on an Automatic Event
  • How to Generate a Notification According to a Time Periodicity
  • How to set up an automatic instant message (notifications)
  • How to download the requested reports

Data download

1
  • How to download an Excel file of incidents

Dashboard

1
  • How to create a dashboard

Recommendations for use

4
  • How to solve the most common web application stability issues
  • How to solve the most common problems with Iristrace access
  • How to resolve text mismatches in the calendar

Integrations & BI

11
  • Intermediate Database Iristrace
  • Data model
  • Connecting MariaDB with Microsoft Power BI
  • Conectar MariaDB con JDBC
  • ODBC data source
  • Connecting MariaDB with Google Looker Studio
  • Direct connection to MySQL Workbench
  • Connecting MariaDB to SAP Datasphere
  • Connection between MariaDB and Tableau
  • Connecting from Azure Synapse via local connection
mobile

Mobile App

25
  • Getting Started
    • Logging in to IRISTRACE
    • Iristrace in a nutshell
    • Introduction to Iristrace basics
    • How to create a checklist
  • Answering checklists
    • Introduction
    • Question types
    • Question contents
    • Tables
    • Checklist options
  • Finding and managing checklists
    • List view of checklists
    • Checklist Actions
    • Basic checklist filters
    • Checklist preview and data
  • Offline
    • Using Mobile Offline Mode
  • App Notifications
    • Stay up to date with Announcements
    • Notifications
  • Settings
    • Profile and account
    • App preferences
View Categories
  • Inicio
  • Iristrace Help Desk
  • Mobile App
  • Getting Started
  • Logging in to IRISTRACE

Logging in to IRISTRACE

Company domain (1) #

Depending on your organization, your login uses one of two domain formats:

  • Standard domain: By default, the Custom domain toggle (2) is off. Enter your company’s subdomain (e.g. “demo”) and the app will automatically complete it with “.iristrace.com”.
  • Custom domain: If your organization uses its own domain, turn on the Custom domain toggle (2) and enter the full domain your administrator provided (e.g. “custom.domain.com”).

Important!: If you don’t know your company domain, contact your administrator. Without the correct domain you will not be able to log in.

Remember domain and user (3) #

Check this option to save your domain and username on this device. The next time you open the app, these fields will be filled in automatically. You will still need to enter your password for security reasons.

User (Email or ID) (4) #

Enter the email address or user ID associated with your account.

Password (5) #

Enter your password. Tap the eye icon to show or hide the characters as you type.

Log In (6) #

Once all fields are filled, tap Log In to access the app.

Forgot password? (7) #

If you don’t remember your password, tap Forgot password? at the bottom of the login screen to start the recovery process.

Password recovery dialog #

A dialog will appear with an email field. If you already entered an email in the User field, it will be pre-filled — otherwise, enter your account email. Tap Send to request a new password, or Cancel to close the dialog.

Recovery email sent #

A confirmation message will appear letting you know the recovery email has been sent. Tap Close to return to the login screen.

Check your email #

You will receive an email from no_reply@iristrace.info containing your user email and a new temporary password. Use these credentials to log in.

Important!: Check your spam or junk folder if you don’t see the email in your inbox. If you still don’t receive it, verify that the email address is correct and contact your administrator if the problem persists.

Updated on April 22, 2026

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Tabla de Contenido
  • Company domain (1)
  • Remember domain and user (3)
  • User (Email or ID) (4)
  • Password (5)
  • Log In (6)
  • Forgot password? (7)
    • Password recovery dialog
    • Recovery email sent
    • Check your email
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