BalanceTRAK / Settings for Location Access

JUMPRETURN TO: ClientUser SettingsManagement

Before learning about access by organizational unit, please familiarize yourself with the article linked above.

KEY TOPICS:

• ControlUpdate Userthe Access by Location
• Make Changes toUser's Location Access
• Add a Location to the User's Account
• Delete a Location from the User's Account
• Quickly Remove All Location Access for the User

Control User

Manage Access byfor Location

Note: The functions described in this article are for users with ProfileAdministrative-level Managementpermissions; andthese userfunctions credentials,may Locationnot Codesdisplay controlor accessbe to BALANCEbTRAK'seditable modules,in data,your andenvironment. functions.If Whileyou have questions regarding the firstfunctions twoavailable settingsto involveyou, userplease contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and identity,organization. Location

If Codeyour servesorganization tohas restrictmultiple establishments or functional units, user access to information,balanceTRAK baseddata oncan businessbe unit.controlled Forby Location code. Alongside user credentials and assigned software Profiles, Location codes control what users can see and edit. (For organizations with multiple Job Posting pages (reflecting various units),pages, Location Codecodes also tiestie aeach locationunit's (and its Requisitions)Requisitions to the proper Job Posting page.page.)

InWhile theworking system,in System Tools > User Management, Location settings will be integral to editing user accounts and managing users in your organization's environment.

Location Codescodes, willspecific reflectto anywhereyour fromenvironment, onewere determined during software Implementation, for up to four hierarchallevels levelsin an organizational hierarchy (e.g., Location, Division, Subsidiary).

Cross-reference: BecauseIn support of theirsystem importanceoperation, toa makingLocation sureCode usersData onlytable seeis relevantstored at: Settings > Reference Tables. For information, see: Special Tools by Table / Location Codes are also referred to as: User Access Codes. Code.

MakeUpdate Changesthe toUser's Location Access

After highlighting the user on the User List, the Administrator can perform the following actions via the user's bTRAK tab:

• Add Reference Tables — A Data table, containing alla Location Codes, that is critical to systemthe administrationUser's andAccount

  Check operation

AND

• User Management — The menu of settings, controlling how users are assigned tooff one or more options in the left-hand Add Location Codes

Pleasemenu; referthen press the [Save] button. The selected unit(s) will move to the aboveright-hand linkedcolumn, articlesunder: forCurrent more information on working with Location Codes and user settings.Locations.

Delete an Existing Location from the User's Account

Quickly Remove All Location Access for the User