Skip to primary content

Abtrac | Knowledge Base

Abtrac | Knowledge Base

Main menu

  • Home
  • About Support
    • Contact Abtrac
    • Remote Support
  • Getting Started
    • Getting Started with AbtracOnLine
    • AbtracOnLine: Frequently Asked Questions
    • Upgrading to AbtracOnLine
      • Trial Checklist from Abtrac5
  • All Abtrac Help Articles
    • Getting Started with AbtracOnLine
      • QuickStart Guide – Setting up the system
      • Using AbtracOnLine: Data Entry and Navigation Tips
      • Using and Customising Screens with Abtrac Tables (also known as Data Grids)
      • Using and Customising the Home page Widgets
      • Abtrac Notifications
      • Invoice Design and using the AbtracOnLine Report Designer
      • Managing changes to your Subscription
      • Activating your Abtrac Subscription
    • FAQS (New Abtrac Users)
      • How do I manage my subscription
      • Activating your Abtrac Subscription
      • How secure is the data in AbtracOnLine?
      • Why am I getting logged out of Abtrac?
      • Is there a spell checker in AbtracOnLine?
      • How do I set up default tasks?
      • How do I set up the default number of rows I see in a table, making the page size the same for all pages?
      • Can I still have a shortcut icon on my desktop, taskbar, and start menu for AbtracOnLine?
      • How do I download multiple pdf invoices?
      • Why do my invoice emails sent from Abtrac have funny sender address?
    • Log ins, User Specific settings, and Managing Employees
      • Managing changes to your subscription
      • Activating your Abtrac Subscription
      • Changing your login
      • How to define custom layouts and setting for your login
      • Setting up and managing Current Employees (User Management)
      • Non-current Employees and historic information
      • Employee Cost Rates
      • Employee Charge Rates
      • See all Employees Articles…
    • Administration Settings
      • My Subscription Details
      • Activating your Abtrac Subscription
      • Offices
      • Managing Access to Abtrac by Employee Office
      • Teams or Departments, Which should I use?
      • Tasks or Activities
      • Setting up Non-Chargeable and Administration codes
      • How emails are sent with AbtracOnLine
      • Setting up Timesheet Layouts (And customising other screens with User Control Settings)
      • See all Administration Articles…
    • Clients, Jobs & Projects
      • Search Clients, Contacts & Jobs(Projects)
      • Project Status
      • Project and Task Specific Charge Rates
      • Creating and Managing Tasks
      • Managing Variations
      • Task Threshold Warnings
      • Transfer Jobs (Projects)
      • Possible Projects to be made non-current
      • Managing Sub-consultants
      • Creating a Purchase Order
      • See all Jobs and Projects Articles…
    • Timesheets & Disbursements
      • Timesheet Layouts
      • Clone Timesheets
      • Bulk Edit Timesheets
      • See all Time and Cost Articles…
    • Invoices
      • Invoice Design and Layout
      • Invoice Addresses
      • How to email invoices from AbtracOnLine
      • Checking email delivery status
      • Adding Invoice Terms as attachment documents (Payment Claims Law)
      • Invoice Numbers
      • Progress Claim Numbers
      • Invoice Narrations
      • Printing Invoices to Letterhead
      • To Print/PDF multiple invoices enable pop-ups
      • Auto Generate Invoice – Fee total with narration
      • Auto Generate Invoice – Progress Claim by Amount
      • See all Invoicing Articles…
    • Reports
      • Exporting Abtrac Data and exporting reports to Excel
      • Bulk Edit Timesheets
      • Timesheet Entries Reports
      • Reporting with Scaled Employee Cost Rates
      • Invoice Listing Report
      • Actual vs Budget Reports
      • Actual vs Budget Reports: Data Glossary
      • How many billable hours do you write off?
      • Write Off Reporting
      • See all Reports Articles…
    • Accounting
      • Linking your Accounting System
        • Linking your Accounting System with AbtracOnLine
        • Configuring the Accounts Interface to MYOB AccountRightLive
        • Configuring the Accounts Interface to MYOB Essentials
        • Configuring the Accounts Interface to Xero
      • Sending invoices to your accounts
      • See all Accounts Integration articles…
    • Debtor Management
      • Recording Invoice Payments
      • See all Debtor Management articles…
  • Remote Support
    • Windows
    • Mac OS

Post navigation

← Previous Next →

Changing your login and password

Posted on January 20, 2016 by Jen

Standard User

Administrator changing logins and passwords

Forgot your password

AbtracOnLine is only accessible with a current username and password. Your username must be a valid email address and we recommend choosing a secure password (there are tips for secure passwords in this article). Abtrac passwords must be at least 7 characters long, and contain a combination of upper/lower case letters and at least one number.

If you are having problems logging in, if you are starting AbtracOnLine live after a trial, or if you are converting from Abtrac5, you may need to confirm or change your access details.

2020-09-15_login screen

(If you are looking for help accessing the desktop version, follow this link for Abtrac5 access rights and login settings )

If you are starting AbtracOnLine live after a trial, or if you are converting from Abtrac5, your username will have been automatically generated using a combination of first+last names+company name.

These temporary usernames will need to be updated to current (valid) email addresses. Your username is used for the password reset feature and also as your sender address when emailing items from Abtrac. Checking that your username is a current email address ensures that these features work as expected.

Standard User

Resetting Login details: For a logged in user

From Home choose >>  Change Login Details.

2020-09-15_change login details tab

At the ‘Change Login Details’ screen, you can edit your username(email address) or password, or both.

Once a change is made and saved, you’ll be automatically logged out of the system and will need to log back in with your new credentials.

2020-09-15_change login details and save

2020-09-15_login screen


If you are new to AbtracOnLine, then whilst updating your login details, you may also want to check your settings in User Specific Settings.

Here you can update the email Bcc address in Abtrac. This is not related to your login and can be a different email address to your username (e.g office@mycompany.com etc – as such it will not automatically update) It is used to send copies of any invoices/reports emailed from Abtrac.

2020-09-15_user specific settings

From ‘User Specific Settings’, you can also specify the ‘page size’ – that is how many rows are displayed in all tables in Abtrac –  just for your login. Instructions are here.

2020-08-31_page size

Administrator

Resetting Login details and defining access rights: For an administrator

If you are getting started with AbtracOnLine, or converting to the cloud from Abtrac5 you may wish to update usernames and passwords for all staff at an administrative level.

From ‘Edit Employee Login’, an administrator can also specify which user groups employees belong to. (‘User Group Management’ allows menu options in Abtrac to be restricted or enabled at login, these are based on pre-selected User Groups and Access Privileges.)

From Home, choose Administration >> Employees >> Login Management

An administrator can then view a list of all current employees and logins (usernames) and is able to edit records as required. Employee Logins are only available for current employees. Once an employee is non-current, you cannot create or amend a login for them, and they are unable to log in to Abtrac.

2020-09-15_login management

2020-09-15_edit employee login

N.B. Although the password field is blank in the ‘Edit Employee Login’ screen, the employee’s current password will apply. Entering a new password here will overwrite any pre-existing password set by the user.

Forgotten Password

Reset Password

Provided your Username is a valid email address, you can reset your password directly from the Login screen by clicking on ‘Forgotten your password?’.

Abtrac passwords must be at least 7 characters long, and contain a combination of upper/lower case letters and at least one number.

You’ll be sent an email with a temporary password to login and will then need to update your password from Home Screen >> Change Login Details as usual.

2020-09-15_forgotten your password

Abtrac KB# 2050

  • Click to print (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
This entry was posted in Administration Settings, Employees, General, Getting Started and tagged login, password, security by Jen. Bookmark the permalink.

Connect with us

Stay up to date

Sign up here for monthly emails

Subscribe to Tips & Tips

Contact Support

Send us a message anytime. support@abtrac.com

Our support office is open from 8:00am to 4:00pm Monday to Friday

Call Australia____1800 218 434
Call New Zealand 0800 422 8722

SEARCH ARTICLES

AbtracOnLine Status

Check here for performance and system status

AbtracOnline Status Updates
Copyright (C) 2016. All rights reserved.
Abtrac | Time Management & Invoicing Software

Terms and Conditions |  Privacy Policy
Blog at WordPress.com.
Cancel