Managing access by Employee office

It’s possible to limit access for Abtrac users by office, enabling them to only view and edit offices to which they have been assigned.

This is useful to help employees find information related to their particular office or even if you have multiple companies within the one Abtrac data file, it helps keep your companies separated.

We recommend that if you are interested in using this feature that you satisfy yourself that all relevant data in Abtrac has an office assigned.

If you’ve been using multiple offices for some time this shouldn’t be an issue, but if you are new to multiple offices or otherwise wary of data inaccuracies then the Abtrac support team are available for consulting to ensure accuracy and a smooth transition.

In AbtracOnLine limiting users to only view data relevant to their enabled office (or offices) is managed from Administration > Employees > User Groups and Privileges.

It’s recommended that you create a new user group to include an office limitation. It’s easiest if you base this new group on an existing one using the clone feature.

AbtracOnLine - Add new user group

AbtracOnLine – Add new user group

Once the new group is created you can restrict by Office from Maintain Privileges.

AbtracOnLine - Maintain User Group Privileges

AbtracOnLine – Maintain User Group Privileges

Then from the Employee Details screen add or update offices to which the employee is assigned.

AbtracOnLine - Employee Details > Assign Offices

AbtracOnLine – Employee Details > Assign Offices

And lastly apply the new user group with office restrictions to your users from Administration > Employees > Users.

AbtracOnLine > Administration > Users > Apply User Groups

AbtracOnLine > Administration > Users > Apply User Groups