Managing a User’s Workgroup Access
User Management
Written by April Lockett
Updated at September 18th, 2023
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.
