Northwoods

To get started, click the gear icon in the top right corner of Traverse and select User Management.

The user management overview page displays a list of your agency's users, with each user's information displayed in their row. You can search for a user, see users' account statuses (active/deactivated), and see users' last login dates.

Single sign-on agencies: Note that users still need to be added in Traverse in order to set their permissions. Editing names and resetting passwords will need to be handled in your identity provider.

Here are the steps to add a user in Traverse:

Click the Create a New User button in the User Management banner.

The Create a New User window appears.

In the Name, Password &amp; ID tab, enter the user's information and select the user's location. A first name, last name, and email address are required.

Optional - Click the plus icon to enter an alternate system ID and ID type, such as an OnBase ID. To remove an alternate system ID and ID type, click the garbage can icon. ​If Traverse integrates with your system of record, it's critical that you enter the user's ID from that system into this section. This ensures case assignments appear properly in the user's Traverse account.

In the Groups tab, assign the user to a group by clicking the plus icon next to a group in the Unassigned Groups list. (For more information on groups, see <a href="https://help.northwoodstraverse.com/en/articles/5131834-adding-and-editing-groups">Adding and editing groups)</a>.

The group the user will join appears in the Assigned Groups list. To remove a group, click the minus icon next to the group you want to remove.

Click Save. The user list automatically updates with your new user. To send them a welcome email where they can set their password and enter Traverse, click their badge icon in the list then click Send Welcome Email. (To send welcome emails to multiple users, see <a href="https://help.northwoodstraverse.com/en/articles/4599377-sending-welcome-emails-to-users">Sending welcome emails to users</a>.)

1. Click the Create a New User button in the User Management banner.
 
 The Create a New User window appears.

2. In the Name, Password &amp; ID tab, enter the user's information and select the user's location. A first name, last name, and email address are required.
3. Optional - Click the plus icon to enter an alternate system ID and ID type, such as an OnBase ID. To remove an alternate system ID and ID type, click the garbage can icon. ​If Traverse integrates with your system of record, it's critical that you enter the user's ID from that system into this section. This ensures case assignments appear properly in the user's Traverse account.
4. In the Groups tab, assign the user to a group by clicking the plus icon next to a group in the Unassigned Groups list. (For more information on groups, see <a href="https://help.northwoodstraverse.com/en/articles/5131834-adding-and-editing-groups">Adding and editing groups)</a>.
 
 The group the user will join appears in the Assigned Groups list. To remove a group, click the minus icon next to the group you want to remove.
5. Click Save. The user list automatically updates with your new user. To send them a welcome email where they can set their password and enter Traverse, click their badge icon in the list then click Send Welcome Email. (To send welcome emails to multiple users, see <a href="https://help.northwoodstraverse.com/en/articles/4599377-sending-welcome-emails-to-users">Sending welcome emails to users</a>.)

Adding users