Video Tutorial

Introduction

ClientTrack access is assigned based on your organization. Typically you will only have access to your organization. Some users may also have access to an organization called Dallas and Collin Counties CAS for the purposes of CAS.

If you have access to multiple organizations, you can easily switch between them using the following steps.

Changing Organizations

1. Log in to ClientTrack and navigate to your Clients Workspace.

2. Click on your current Organization to open your account settings. Use the Organization drop-down menu to select the organization you need to access. Then click Apply. You should see the Organization in the top right corner update to the organization you just selected.