Northwoods

Aaron Caldwell

Perform administrative tasks for Traverse users.

Administration

Set up the scanners your agency will use with Traverse.

Setting up scanners

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

Applying scanner settings using a settings configuration file

Set users up to create and access content.

Cases and Content

Set up a browser shortcut for users to help them access Traverse quicker.

Deploying the web application using a browser shortcut

Traverse Requirements and 3rd Party Compatibility

This guide explains how to create and configure a Microsoft Entra ID application registration for Traverse single sign-on (SSO).

Microsoft Entra ID - Configure Single Sign-On (SSO) for Traverse

This guide explains how to rotate the Microsoft Entra ID application secret for Traverse single sign-on (SSO).

Microsoft Entra ID - Rotating a Single Sign-On Secret (SSO) for Traverse

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

Additional Administration

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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