BALANCEhub > System Tools / Plan Access

KEY TOPICS:

  • About BALANCEhub Plan Access
  • View User Access Report

About BALANCEhub Plan Access

Plan access is initially established in BALANCEaap, by publishing the plan to BALANCEhub and determining User Settings. However, an Administrator or plan owner may access user-related settings from within BALANCEhub, where Plan Access menus can be accessed independently of working in the particular plan.

BALANCEaap Help Cross-reference: For more information, refer to: BALANCEhub Settings / User Settings.

View User Access Report

After at least one user has been granted plan access, a report may be run to see who has or has not viewed plan results. Scroll down to the User Access Reports menu. Select one of the following parameters:

  • Viewed
  • Not Viewed
  • All

Click [View Report]. The USER ACCESS report will be organized by the selected category or categories, with users identified by Name, Email, and if applicable, (Date) Last Accessed.