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BalanceTRAK > System Tools > User Management

JUMP TO: Profile Management

KEY TOPICS:

  • User Management: Users list
    • Assign Function and Data Profiles to balanceTRAK users
    • View Inactive Users
  • User Management: User Access
    • Assign User Access Codes
    • View User Access Reports
      • View User Permissions Report
      • View User Log Report
      • View Access Log by User Access Code

    BEFORE YOU BEGIN:

    The user must first be created in balanceWORKS. For a step-by-step guide, see the: Quick Start Guide for Setting up New balanceTRAK Users.


    Administer User Credentials in balanceTRAK

    Access the current Users list by selecting System Tools from the page header. Then, select: Security > User Management. If you entered from balanceTRAK, the balanceTRAK sub-tab will display by default. A second tab will provide access to the User Accesssub-tab. Functions on both of these sub-tabs are described below.

    Note: The balanceTRAK functions described in this article are for users with Administrative-level permissions; these functions may not display or be activated in your organization's balanceTRAK Implementation. If you have questions regarding the functions available to you, please contact your balanceTRAK Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

    User Management: Users list

    Assign Function and Data Profiles

    When a new user is added, the user is assigned a default Profile. Typically, for a new installation, the default will be: No Access. To change the existing Function or Data Profile for a balanceTRAK user, click the Function Profile or Data Profile entry, and select another Profile from the drop-down. Click Save.

    Cross-reference: For more information on what Profiles are, and how to set the default, see: Profile Management.

    View Inactive Users

    To view a complete list of Users, check the box on the upper right, in the sub-tab header: Display Inactive Users.

    Cross-reference: Users are deactivated through the balanceWORKS tab.