It is 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, you satisfy yourself that all relevant data in Abtrac has an office assigned.
If you have 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 Group Management.
It is recommended that you create a new user group to include an office limitation. It is the easiest if you base this new group on an existing one using the clone feature.
Once the new group is created, you can restrict by Office from ‘Manage Privileges’.
Click on the button indicated, and the following pop-up will appear.
Tick the first check box indicated under ‘Office Filter’ and all the below check boxes in the column will be ticked.
Then from the Employee Details screen, add or update offices to which the employee is assigned.
Apply the new user group with office restrictions to your users from Administration >> Employees >> Login Management.
Each client or contact in Abtrac will then need to be assigned to an office.
You can optionally make this field a required field so that as you enter or edit any client record, it will require you to give them an office.
This can be done from Administration >> Settings >> User Control Settings as below.
Abtrac KB# 2061