BalanceTRAK > System Tools > User Management
JUMP TO: Profile Management
KEY TOPICS:
- Assign Function and Data Profiles to balanceTRAK users
- View Inactive Users
- 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.
Assign Function and Data Profiles
On the balanceTRAK sub-tab, you can assign or change the Function and Data Profiles for each user. 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
Cross-reference: Users are deactivated through the balanceWORKS tab.