User Visibility Rules for Transactions

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  19.05 This feature was introduced in 19.05.

Manager doesn't maintain relationships between users and organizations to determine which transactions a user can see when using the Workspaces portal or the APIs. Instead, Manager defines a set of rules to filter out transactions that a user can see:

1. Manager applies the Help Desk View permission to select an initial collection of transactions. A user can see the whole or part of this collection depending on the following conditions:
• A user with the Help Desk View permission can see transactions with a group, user or both.
• A user without the Help Desk View permission by default can only see transactions if they are allocated to it or if they are in the same group.
• A user with the Help Desk Authenticated Edit permission can see other users' authenticated transactions.
2. Manager applies more rules to select a subset of transactions from the collection above:
• A global user, with the global access enabled, can see all above transactions.
• Otherwise
• A user with a limited number of organizations can see transactions from above for those organizations only.
• A user which is not global and has no organization can see only own transactions from above.

To explain how these rules work, we will list several users, transactions and their combinations showing whether a user can view these transactions or not.

The first table shows users with the access to organizations, some of which have global access, groups and the Workspaces permissions assigned to them.

	Org1	Org2	Org3	Org4	Org5	Org6	Global Access	Group1	Group2	Group3	Group4	Permission
User1
User2
User3
User4												Help Desk Authenticated Edit
User5												Help Desk View
User6
User7

The second table shows transactions belonging to an organization, a group and having a user assigned.

	Org1	Org2	Org6	Group1	Group2	Group3	Group4	User1	User2	User6	User7
Anon Txn
User1 Txn
User2 Txn
Group1 Txn
Group2 Txn
Group3 Txn
Group4 Txn

This table shows whether a user can see transactions or not.

	Anon Txn	User1 Txn	User2 Txn	Group1 Txn	Group2 Txn	Group3 Txn	Group4 Txn
User1
User2
User3
User4
User5
User6
User7

This table helps you understand why some users don't see some or any transactions in their space, so you can review the user role, group and permission configurations to resolve the access issues. To illustrate this, we have provided a few examples:

• The User 1 creates an anonymous transaction by filling a form, but can't continue with it, so the User 1 calls the help desk. The User 5 is a help desk user with the Help Desk View permission, so the User 5 can see the transaction and therefore can help the User 1 to complete it.
• The User 7 can see the Group4 Txn, because it's assigned to this user.
• The User 3 can't see any transactions, because there are no transactions belonging to Org3 organization, and the user doesn't have a global access and doesn't belong to any group.

Next, learn how to view roles.