Northwoods

Gia Philips

Perform administrative tasks for Traverse users.

Control which cases, content, and features certain users can access.

Set up your agency's users from within Traverse.

Edit your agency's users from within Traverse.

Send welcome emails to your agency's users in bulk.

Add, edit, and retire content types for your agency.

Set up the scanners your agency will use with Traverse.

Apply scanner settings to each machine that uses Traverse to scan.

Understand restricted cases, supervisor access, clerical worker access, and content type access.

Set users up to create and access content.

Track your agency's processes with custom sets of statuses for work items.

Set default values, such as workflow and due date, for your agency's work items.

Customize the workspaces and work items used across your agency.

This article includes a link to the Traverse 3rd party compatibility document.

Unlock data stored in Traverse about clients, cases, and staff.

Ensure 3rd party compatibility, set up browser shortcuts, change passwords, and access reports.

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