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.