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Managing a User’s Organization Access

User Management

Written by April Lockett

Updated at September 18th, 2023

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In addition to being the way ClientTrack labels different data collection entities, Organizations determine which sets of data a user can view in ClientTrack. A ClientTrack instance can contain one or hundreds of various Organizations. In short, Organizations are a fundamental security design component affecting multiple areas of a ClientTrack implementation.

Choose Organizations Functionality

The below actions are available on the Choose Organizations entry form.

  • Use the Delete icon to remove a user’s access to an organization.
  • Select the Active checkbox to gran access to that organization. A user that has Active access is able to view the specified organization in drop-down lists throughout ClientTrack, most notably when specifying report parameters.
  • Check the Login box for any user who should be able to log in and create new records as a member of this organization.
  • Check the Editable box if this user should also be able to edit records created by other users in this organization.
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