Providing a secure and streamline location for your ISA or Agent users is a snap with Sisu Role partitioning features.

Reducing the Number of Fields on the Default Transaction Form

First Name, Last Name and Transaction Type are required field in your default Sisu transaction form. To prepare to setup your Agent or ISA only forms you can streamline your default transaction form by only keep those fields that you want accessible to Agents and ISA's.

Here is quick video overview

Setting Security By Role - Agent Only

Agent only forms will be restricted from the ISA role. The Form Name and Description indicates that the form is designed for Agent only access.

Setting Security By Role - ISA Only

ISA only forms will be restricted from the Agent role. The Form Name and Description indicates that the form is designed for ISA only access.

Restricted from Roles or Restrict To Groups

Each form can either be restricted from Sisu roles or accessible to Sisu Groups; they cannot share permission sets.

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