The group management pages (accessed from the gear icon in the top right corner of Traverse > Group Management) allow system administrators to add and edit groups.
Each group contains its own controls for content types, feature access, service deliveries, and users, so you have complete control over who can access certain cases, content, and features. Agencies that use workflows can also add workflows to a group so that anyone in that group can reassign work items routed to those workflows.
There's more you can do on the group management pages:
Allow content types to be configured by group.
Limit access to case content items by content type instead of by service delivery. With this additional security measure, workers can see select content types within any unrestricted case but not the case information outside of their service delivery. For more information on this and all the security options within Traverse, see Controlling access to cases and content.
To set up the content type access, click Group Settings.
The Group Settings window appears.
Toggle on Allow content types to be configured by group.
Since the configuration starts with all content types turned off, you'll set access up in step 5 below, then go back into the Group Settings window and toggle on Enable the content types you've configured to apply the group settings across your agency.
The steps below outline adding and editing a group after you've allowed content types to be configured by group. If you haven't allowed that, you won't see the Content Types options.
Add and edit locations.
Locations are useful for multi-location agencies to specify each user's primary location. For more information, see Adding and editing locations.
To get started, click the gear icon in the top right corner of Traverse and select Group Management.
The group management overview page displays a list of your agency's groups and locations.
To add and edit a group
Click Add in the Group Management banner.
Select Group from the drop-down list.
In the window that appears, enter a group name. This should be a descriptive name for a specific cohort of users in your agency who'll have access to the same set of content types, features, and service deliveries.
Click Create.
A new page appears with sections for Group Name, Content Types, Feature Access, Service Deliveries, Users, and Workflows (if your agency uses workflows).
In the Content Types section, add content type access to the group using the on/off toggles.
In the Feature Access section, add feature access to the group using the on/off toggles.
In the Service Deliveries section, add service deliveries to the group using the on/off toggles.
In the Users section, add users to the group using the in/out toggles.
In the Workflows section, add workflows to the group using the on/off toggles.
If you turn off a workflow in a group and that removes a user from the workflow, work items in the workflow that were assigned to that user will still be viewable to that user, in the Assigned to Me section within their workspace. Work items in the workflow that were created by that user will also be viewable to that user, in the Sent by Me section within their workspace, but they won't be able to reassign those work items to themselves.When you're done, simply click Close. The groups list automatically updates with your new group and its properties.
Important! If you added content type access to the group, click Group Settings again and toggle on Enable the content types you've configured to apply the configured content type access. Otherwise, users will be able to see all content types.Optional - To edit or delete the group, simply click it in the list. You can't delete a group if it has service deliveries, users, or workflows assigned.