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Journey Platform Topics

Introduction to Organizations

   Journey PlatformPreviously known as the Transact Platform.

An organization is a concept within the Journey platform 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 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.
  • Focus on monitoring, collecting and analyzing only your organization's runtime data to guarantee and improve forms user journey.

Every 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:

  • Manager organizations own forms and their assets.
  • Maestro organizations hold projects, widgets and libraries.
  • Exchange uses organizations to allow you to install modules only there.
  • Journey Analytics uses organizations to control which form statistics users can view.

Next, learn about Manager.

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