Organizations Overview
Journey Manager (JM) Previously known as Transact Manager (TM). | System Manager / DevOps | 5.1 & Higher This feature is related to 5.1 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, such as resources and libraries, 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.
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:
Next, learn how to view organizations.