Skip to main content
All CollectionsTraverse Connect
Managing agency collaborators
Managing agency collaborators

Keep tabs on which outside users have access to cases and content.

Gia Philips avatar
Written by Gia Philips
Updated over a week ago

System administrators can see all the people outside of Traverse who agency staff have given access to content, known as collaborators. These collaborators can only be added from within cases, but they can be deactivated from the user management page.

To manage agency collaborators

  1. Click the gear icon in the top right corner of Traverse and select User management.

    The user management page opens.

  2. Click View collaborators at the top right.

    The collaborator management page opens, and you'll see a searchable list of all the collaborators and the cases connected to them.

  3. Optional - Click Deactivate in a collaborator's row so that collaborator no longer has access to the system. This action removes:

    • The collaborator's connection to cases.

    • The collaborator's access to content that workers shared with them.

    • The collaborator's uploads, which means workers cannot turn them into content.

    Deactivated collaborators can still be added back to a case (see Adding a collaborator to a case); that history will just be erased.

Did this answer your question?