TRAVERSE Global v11.1

Groups

Use the Groups function to collect users into a single unit for which you can apply permissions. 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.

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

ClosedCreating 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.
  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.
ClosedEditing 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.
ClosedDeleting 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.