Groups

Use the Groups function to collect users into a single unit for which you can apply permissions. The Groups function is where the menu permissions are maintained. Traverse manages permissions by allowing an administrator to assign application and function access by groups. Users can then be assigned to groups, making it easy for the administrator to manage access based upon roles. You can then move users between groups and roles rather than having to manage the permissions for each individual user.

Permissions applied or not applied to a group also apply to any member of the group. You can establish a group that represents a job performed by a class of workers in your organization and grant the appropriate permissions to that group. As workers rotate into the job, you add them as a group member. When they rotate out of the job, remove them. You do not have to apply and remove permissions to or from each person as they accept or leave a job. The permissions apply automatically when the users become members of the group. If the function of a job changes, it is easier to change the permissions once for the group and have the changes apply automatically to all group members.

Groups must be set up with users assigned to the groups in order to assign menu permissions for all the users within each group.

Groups for individual company databases and for payroll years allow you to limit access to Traverse functions for that company or year.

NOTE: You may not see any applications initially; you may need to setup the License Server and register your product ID before those applications will become available. If you do not see the menus, install License Manager, and then set up the group security.

Creating a Group

1. Click the New button to open a blank group record.
2. Enter the group name in the Group Name field.
3. Click the Apply button to save the group name before proceeding.
4. Click the Permissions button, then select the applications and functions to which the group should have access. Menu permissions granted will cascade down from the Main Menu to submenu group functions. For instance, if you mark the Main Menu check box, access will be granted to all menus below Main Menu. If you mark Accounts Payable, with Main Menu cleared, access will be granted to all menus in the Accounts Payable group. You may also mark each function individually.
5. Click the Apply button to save the selected permissions, then click OK.
6. Select the users to include in the group from the Users section.
   Note: Use the All button to select all users or the None button to deselect the selected users.
7. Click the Apply button to save the new group.

Editing a Group

1. Select a group to edit from the Group Name field.
2. Edit the fields as necessary.
3. Click the Apply button to save any changes made to the group.

Deleting a Group

1. Select a group to delete from the Group Name field.
2. Click the Delete button to delete the selected group.
3. Click Yes at the "Are you sure you want to delete the group?" prompt.