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
- About the User Access Code
- 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:
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.
User Management: User Access
About the User Access Code
The User Access Code is used to provide the appropriate level of access to users. For most implementations, the User Access Codes will be based on business units, departments, locations, or other organizational units (e.g., Establishment Codes, Location Codes). From the balanceTRAK > User Access sub-tab, you can view each code and the users assigned to that code. A [xxxx] Codes drop-down at the top of the User Access tab will house the codes by your organization's specific labels.View the User Access tab by (User Access) Code or User
Select a option from the tab header, :- By [User Access] Code
- By User
Assign an Access Code to the User
Select a code from the upper drop-down. Then, place a checkmark in the box next to the user’s email address. (You may also uncheck the box to remove access.) To apply the code, choose [Save] from the lower toolbar.View User Permissions Report
Click [View User Permissions Report] to view a PDF, showing users by Email Address, First Name, Last Name, Function Profile, and Data Profile. If the option to display inactive users has been selected, this report will display and indicate which users are inactive.View User Log
Click the [View Report] icon to view the User Log for an individual user. The report will display system activity by Activity Date, Email Address, Function Profile, and Data Profile.View Access Log by User Access Code
On the User Access tab, you can view the User Access Log, which provides auditing information for your users, with columns for Activity Data, (User Access) Code, and Has Access? (Yes/No). The report is then organized by the selection made for the viewing the tab:- By (User Access) Code — Information is organized by this unit.
- By User — Information is organized by user Email Address.