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Manager Topics

Organizations Overview

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager uses organizations to allows you to represent your business that can be

  • A company
  • A department or a branch within the company
  • A government organization
  • A product

An organization is a logical entity within Manager that owns forms and their assets, so they can be grouped and managed as a whole. An organization can have many forms, but a form always belongs to one organization only. Each organization can use one or several form spaces to host its forms. In the diagram below, Manager represents a client bank structure with the established credit card application process.

Manager is designed to accommodate anything from a single organization with a single form to multiple organizations with many forms having multiple form versions.

Note

We recommend creating a separate organization in Manager for its corresponding real life counterpart.

Organizations allow:

  • Developers within each organization to access, deploy, and manage forms for their own organization.
  • Administrators to manage one or more organizations.
  • Operators to perform a broad range of day-to-day operations for one or more organizations.

Organizations allows you to create and configure forms with standard:

  • Branding
  • Delivery options
  • Properties
  • Services
  • Reference data
  • Data retention

Next, learn how to view organizations.

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