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.

Here are the steps to edit a user in Traverse:

Find the user you'd like to edit, then click Edit user in their row. ​You should only search for a first name, last name, or email address, not a first and last name.

In the Information tab, edit the user's information and change the user's location as needed. ​ ​Single sign-on agencies: The fields for first name, last name, and email address, and the option to send the user a password reset email, are only enabled for users who do not use single sign-on and for single sign-on users who have not yet logged in to Traverse. These changes will need to be handled in your identity provider. It is a best practice to deactivate users in your identity provider and Traverse. ​

Optional - If the user has been locked out of their account due to 10 failed login attempts, check the Unlock user box to unlock their account.

Optional - Check the Notify this user that their password needs to be reset box. An email will be sent to the user with a link to reset their password; no default password will need to be set. Note that users should have already logged in for this link to work.

Optional - Change the user's status by checking the Deactivate user (or Reactivate user) box.

Optional - Click + Add system ID to enter an alternate system ID and ID type, such as an OnBase ID. To remove an alternate system ID and ID type, click - Remove.

In the Groups tab, assign the user to a group by clicking the plus icon next to a group in the Unassigned groups list.

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 edits.

1. Find the user you'd like to edit, then click Edit user in their row. ​You should only search for a first name, last name, or email address, not a first and last name.
 
 The Edit user window appears.

2. In the Information tab, edit the user's information and change the user's location as needed. ​ ​Single sign-on agencies: The fields for first name, last name, and email address, and the option to send the user a password reset email, are only enabled for users who do not use single sign-on and for single sign-on users who have not yet logged in to Traverse. These changes will need to be handled in your identity provider. It is a best practice to deactivate users in your identity provider and Traverse. ​
3. Optional - If the user has been locked out of their account due to 10 failed login attempts, check the Unlock user box to unlock their account.
4. Optional - Check the Notify this user that their password needs to be reset box. An email will be sent to the user with a link to reset their password; no default password will need to be set. Note that users should have already logged in for this link to work.
5. Optional - Change the user's status by checking the Deactivate user (or Reactivate user) box.
6. Optional - Click + Add system ID to enter an alternate system ID and ID type, such as an OnBase ID. To remove an alternate system ID and ID type, click - Remove.
7. In the Groups tab, assign the user to a group by clicking the plus icon next to a group in the Unassigned groups list.
 
 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.
8. Click Save. The user list automatically updates with your edits.