Introduction to Organizations
Journey Platform Previously known as the Transact Platform.
An organization is a concept within the
that allows you to represent your business such as a company, a department, a branch within the company, a government organization, or a product.
For example, if a client bank uses credit card application process, you can create a corresponding structure in Journey platform Journey Manager, as illustrated below.
You can use organizations to:
Create a well-defined structure of your assets (
forms and PDF receipts) and resources ( libraries and templates) within an organization, manage and migrate them across different environments to speed up form development life cycle. Have different core module configuration on the
organization, system, form, and project levels to allow you to change the way forms appear and operate. Install new modules into your organization to
integrate with other external systems. Provide secure
users access to the resources within the organization and assign them different roles to perform certain activities. Encapsulate development and testing of forms relevant to your organization.
monitoring, collecting and analyzing only your organization's runtime data to guarantee and improve forms user journey.
Journey platform's core module uses the concept of organizations, but in slightly different ways. The brief summary is shown below with the links to detailed information for each module:
organizations own forms and their assets. Maestro
organizations hold projects, widgets and libraries.
uses organizations to allow you to install modules only there. Exchange
Journey Analytics uses organizations to control which form statistics users can view.
Next, learn about