Restrict Access for Selected Forms to User Groups

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

You can configure access restrictions for selected forms to specific user groups. By default, access to forms is unrestricted within the security context of the form. To restrict access for select form to certain user groups we need to first create a form group and then allocate users and forms into that group.

Create the Form Group

1. Log onto Manager.
2. Select Security > Groups.
3. Click New.
4. Enter the name that you'd like to call the group, relevant to the type of users who will be members of the group.
5. Select Form in the Type dropdown list.
6. Enter a description and select the required group user access control settings.
7. Its recommended to enable all settings unless there are specific reasons not to.
8. Click Save to update the changes.

Add Users to the Form Group

Users will not have access to forms in form group until they are added to the form group.

1. Log onto Manager.
2. Select Security > Groups.
3. Select the group you wish to manage and click the Members tab and add users to the group as required.
4. Click Save to update the changes.

Assign Forms to the Form Group

1. Log onto Manager.
2. Select Forms > Forms.
3. Select the form you wish to manage.
4. Click the Group Access tab and assign the form into the available groups as required.
5. Click Save to update the changes.

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