Enable Access to Restricted Forms

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas |  All versions This feature is related to all versions.

Salesforce administrators can enable access to restricted forms to certain user groups within Salesforce if the restricted form groups have already been established in Manager.

To enable access to restricted form groups, a Salesforce Public Group must be created with the identical name to the Form Group in Manager.

1. Under Administration Setup, select Manage Users, and click Public Groups.
2. Click New.
3. Enter the label and name of the group, ensuring that the Label is identical to associated Form Group name in Manager.
4. Configure the membership to the group.
5. Click Save to update the changes.

Now, users who are members of the public group will automatically gain access to the restricted forms the next time they load the Canvas app.

Next, learn how to enable access to Transact for Salesforce App