BalanceTRAK User Account (and Security)
JUMP TO: Additional Software Header Tools
- Review Contact Information
- Security Notice and Procedures
- Change Password
- Develop Security Questions and Answers
- System Timeout
- Personalize the General Setting
- Set the Number of Records to Display per Page
- Personalize TRAK Settings
- Change the Time Zone
- Apply Filters to Design a Default Requisition View
View Account Profile and Customize User Settings
Select your [Account user name] from the balanceTRAK header, which will open a menu, with four options, applying to the balanceWORKS Account as a whole:
- Contact Information
- Security (Password and Security Questions)
- Settings (General, balanceWORKS software by product,^ and balanceTRAK)
^For users who are subscribing to more than one balanceWORKS product.
Each of these items are outlined in this article, below.
Review Contact InformationEnter [Account user name] to display the corresponding drop-down, and select: Contact Information. Changes can be made to your First Name and Last Name. In addition, Phone Number and Extension may be entered or edited. Click [Save] if changes are made.
Note: Because Email address serves as a system identifier for the account, the Email entry may not be edited. However, if your Email address has changed, please contact your balanceTRAK Administrator to set up a new account.
Security Notice and ProceduresThe Password and login procedures will conform to system defaults or your organization's security requirements, whichever are stricter. Requirements are based on:
- Number of characters
- Use of upper/lower case, symbols, and numerals
- Password expiration
- Reuse of Password
- Number of log-in attempts allowed
Users are notified to the email address of record when the Password is updated. Contact your organization's System Administrator for help with logging into balanceTRAK.
Note: New users will be required to reset the Password provided for use during initial login.
Access [Account user name] > Security from the header; then, select the Password tab. The Update Password menu will display. In the provided fields, enter:
- Old Password
- New Password
Then Confirm New Password by entering it again. Click [Save].
Develop Security Questions and AnswersThe balanceWORKS software platform provides a framework of three Security Questions to safeguard your account in the event you forget your password. For best security, it is recommended to develop all three Security Questions and Answers.
Access to the menu is available in the page header under [Account user name] > Security > Security Questions. If Security Questions are not set, the menu will display on entry to the software as a reminder.
To set a Question and Answer:
- For the first question/answer, review the options for questions in the drop-down on the right side of the menu; and select one.
- (Optional) If one of the default questions is not sufficient, toggle the Create Your Own button . Then enter a Question and an Answer in the provided fields.
Quick Tip: Choose a Question/Answer combination that is both unique and easy to remember.
Clear an entry by clicking the Delete icon, located on the right side of the field.
Repeat for the other two questions. At the bottom of the menu, click the [Save] button.
System TimeoutAn automatic timeout for user inactivity will be in place, based on your organization's security requirements. The typical idle period that triggers the user to be logged out of the system ranges from 15 to 30 minutes.
LogoutAs part of maintaining security, remember to access the Logout link when your session is complete, available in the software header drop-down, as follows: [Account user name] > Logout.
Personalize the General Setting
Set Number of Records to Display per PageThe default setting for records per page, which applies to list views in balanceTRAK's Administrative modules (e.g., Questions), may be changed at the individual user level.
First, access the General tab, located under [Account user name] > Settings.
In the Records per Page drop-down (located at the top of the menu), select a different number:
Press [Save] to apply the change.
Quick Reminder: Navigating here takes you out of balanceTRAK. Click the browser's [Back] button, or select the TRAK icon from the software header, located in the upper left corner.
Personalize TRAK SettingsSoftware-specific options are available after clicking your [Account Name] in the software header and choosing Settings. By visiting each sub-tab, the balanceTRAK user can set preferences for:
- (Time Zone) Settings
Change the Time ZoneTo change the U.S. Time Zone used by the system, choose another from the provided drop-down at the bottom of the page (e.g., Central, Pacific). You may also check or uncheck whether the system relies on daylight savings time.
Quick Tip: Make sure the proper Time Zone is in place, so activities taken or recorded in the system, such as communications and signature fields, are time-stamped appropriately.
Apply Filters to Design a Default Requisition ViewThe Filters sub-tab will take you to the expanded Search bar menu. Here each balanceTRAK user can configure a default Requisition list vew. Please refer to: