01. Logging-in & Setting your Security Question

Overview

This article will detail logging-in to ClientTrack, changing your password, setting up your security question for password recovery, and changing your User Settings.

• More About This — Further important information is found in this section.
• Details — Specific details and/or step-by-step workflows will be described in this section.
• Video — Any relevant videos will be posted in this section.

More About This

• Logging-in: Your ClientTrack login credentials will be provided to you by the MN Helpdesk after you have completed online HMIS User Training in Moodle. 
• Changing Password: After entering your username and temporary password on the login screen, ClientTrack will ask you to create a new, more secure password that only you know. 
• Setting up your Password Recovery Question: This protects your account and the data of the clients your organization serves. 
• Changing Security Settings: This is the system menu to access to Change Your Password, Setup 2-Step Verification, and for Account Recovery.

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Details

ClientTrack is a web-based application that requires an internet browser for access. It is compatible with the following browsers: 

• Microsoft Internet Explorer/Edge 
• Google Chrome 
• Mobile Safari 
• Mozilla Firefox

Logging into ClientTrack

1. Launch any of the supported internet browsers on your device. 
2. Navigate to the Minnesota ClientTrack HMIS login site.
3. Once on the log-in page: 
   1. Input your assigned username 
   2. Input your password (case sensitive) 

5. Click the Sign In button: 

Changing Initial Temporary Password

1. Click Sign In (or Use These Settings) to continue. 
2. When logging-in to ClientTrack for the first time, you will be required to Accept the Terms of Agreement and then create a new confidential password with the following:
   • At least 8 characters 
   • At least 1 capital letter 
   • At least 1 number 
   • At least 1 non-letter, non-number character 

Important Password Reminders:

• Do Not Share HMIS Passwords: Sharing your HMIS username and password with anyone is never permitted and is a serious user violation. 
• Allow Pop-Ups: Ensure that web browser pop-up blockers are turned off. You may need to adjust your settings to allow pop-ups when you are on the ClientTrack site. 

By following these steps, you will be able to successfully log-in to ClientTrack and choose the correct settings for your data entry tasks. 

Setting your Password Recovery Question

1. When you first login to ClientTrack, click the option to Update my Recovery Information in the pop-up where you are asked to change the temporary password.
2. This will allow you to set your security question. If a user does not set up their Password Recovery Question, they will be unable to reset their password if they forget it in the future. 
3. Under Security Question, click Set. 
4. You will be prompted to type a question and an answer to your security question. 
5. Select Save at the bottom of the screen. 

By following these steps, you will secure your ClientTrack account with a new password and a security question, enhancing the protection of sensitive data. 

6. With your security question now set, from the ClientTrack login screen, you can now use the “Forgot password” function to reset your password if needed. Simply click the link, and follow the prompts. 

Changing Security Settings

1. Once logged in to ClientTrack, click on your initials at the top right corner of your screen to open your User Settings menu:  

2. At the bottom of the Settings menu bar, find and click on Security Settings:  

3. This will open up a new browser tab where you will enter your password (the new, more secure one you just created). Enter that password and then click Submit.  

4. Next, you will be provided with three options:
   1. Change your password: Use this option if you would like to change your password 
   2. 2-Step Verification: For additional security, you can pair your ClientTrack account to an authenticator app such as Google Authenticator or Microsoft Authenticator on your mobile device. 
   3. Update your account recovery information: This option allows you to change your Password Security Question.

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Video

Under construction, coming soon!

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Related Articles & References

Under construction, coming soon!

Core HMIS Workflow How-to Guides:

HMIS Fundamentals

ClientTrack Basics

Client Intake

Program Enrollment

Questions? Email the Helpdesk: MNHMIS@icalliances.org