BalanceTRAK / Settings for Location Access

JUMP TO: Client Settings

KEY TOPICS:

• Control User Access by Location
• Make Changes to Location Access

RELATED TOPIC:

• For information on the codes and editing them: Special Settings by Table / Location Code

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Control User Access by Location

Integrally linked with Profile Management and User Management, Location Codes control access to BALANCEbTRAK's modules, data, and functions. While the other first two settings involve role in the process and user credentials, respectively, Location Codes limit access to information, based on your organization's hierarchy and establishments.

Make Changes to Location Access

Two software functions are involved in maintaining user access by location:

• Reference Tables — A Data table, comprised of all possible Location Codes

AND

• User Management — The menu of settings, controlling how Location Codes are applied.

Please refer to the above articles for more information.