Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Log in
  • Home
  • ClientTrack
  • ClientTrack Admin Guide

Managing a User’s Workgroup Access

User Management

Written by April Lockett

Updated at September 18th, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • ClientTrack
    ClientTrack Admin Guide HMIS Refugee Resettlement Co-Responder Reports Configuration Guides Design Rights Training Resources
+ More

In addition to being ClientTrack’s way of organizing groups of users who perform similar roles, Workgroups determine which functionalities a user can view/use in ClientTrack. A ClientTrack instance can contain one or hundreds of various Workgroups. Depending on a user’s Workgroup setup, the user will be allowed to create, update, and/or delete data.

Choose Workgroups Functionality
Select the Active checkbox to gran access to that Workgroup. A user with Active access can
access that Workgroup while logged into that specific ClientTrack instance.

 

workgroup access user management

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Adding a New Service Code
  • Adding a New Evaluation Type
  • Organization Access to Evaluation Functionality
ecco_hzt_RGB - amber_white_white, tagline
2150 W. Parkway Blvd, Suite A-101
Salt Lake City, UT 84119
Facebook-f Twitter Linkedin Instagram Youtube
© 2023 All Rights Reserved

Features

  • Reporting & Analytics
  • Case Management
  • Design Tools
  • Custom Workflows

Solutions

  • Homeless Management
  • Victim Services Providers
  • Refugee Resettlement
  • Food and Nutrition
  • Care Coordination
  • Whole Person Care

System

  • System Status and Maintenance

About Us

  • Eccovia's Story
  • Careers
  • Our Leadership

Social

  • Blog
  • Contact Us
  • News
  • Schedule Demo

Subscribe To Our Newsletter


Knowledge Base Software powered by Helpjuice

Expand