Terms and Concepts

Three Types of Users

Traverse security is based on three types of users:

• Organization Users - These users only have access to data in their own organization. They cannot set their own permissions.
• Admin Group Users - These administrators have access to data in one or more specified organizations. Admin group users manage the permissions of organization users.
• SuperUsers - A built-in admin group of users that always have access to all data in all organization. SuperUsers manage the permissions of other admin groups.

Four Types of Security Records

Admin group users are enabled as administrators of one or more organizations by creating and linking four types of security records. The arrows indicate the links you are required to make.

Admin Groups Admin Classes User Classes Organizations

• Each admin class is linked to multiple user classes:
  • The users of Admin Group A have administrator access to two organizations: Customer C and Customer D.
  • The users of Admin Group B have administrator access to two organizations: Customer E and Customer F.

IMPORTANT: The admin class to user class relationship determines which organizations are administered by which admin group.

Row Options

Each department row provides the following options.

• Manage Users
• Create New User - See Account Preferences for a description of these fields.
• Update Department
• Update Theme
• Disable User Login - Suspends user login into the selected department.
• Enable MFA
• Delete Department