Topics in this article:
Reducing the Number of Fields on the Default Transaction Form
First Name, Last Name, and Transaction Type are required fields in your default Sisu transaction form. To prepare to set up your agent-only and ISA-only forms, you can streamline your default transaction form by only keeping the fields that you want accessible to agents and ISAs.
Here's a quick video overview:
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.
Making an Agent-Only Form
Make sure that the Restricted from Roles field is set to ISA.
Now your form will not be visible to users with the ISA role. The form's Name and Description fields should indicate that the form is designed for agent-only access.
Note: Each form can either be restricted from Sisu roles or accessible to Sisu Groups; they cannot share permission sets.
Making an ISA-Only Form
Make sure that the Restricted from Roles field is set to Agent.
Now your form will not be visible to users with the Agent role. The form's Name and Description fields should indicate that the form is designed for ISA-only access.
Note: Each form can either be restricted from Sisu roles or accessible to Sisu Groups; they cannot share permission sets.