The XAP (External Application Platform) allows users to access and manage their XAP-related projects and roles within the CRM interface. Users are assigned specific APP roles within the CRM, which determine their level of access and control over XAP projects.
This feature simplifies the workflow by enabling seamless interaction between CRM and XAP without requiring separate logins or navigation between platforms.
XAP Embed Functionality:
User Permissions (Basic Tab) - APP Role:
Viewer (Default): Users assigned this role have read-only access. They can view XAP projects but cannot modify or interact with them.
Operator: Users with this role have permission to interact with certain XAP elements, performing limited operations such as managing workflows or updating specific project components.
Editor: This role allows users to modify XAP projects, including adding or removing components and making changes to the workflow.
Admin (Not in Use for Safety): The Admin role has full control over XAP, including user management and project administration. However, this role is not added by default for safety and security reasons to prevent accidental misuse.
Role Configuration:
The APP Role is configured as a permission within the CRM role settings, meaning users can have their access levels defined and managed from within the CRM's admin panel. This ensures that XAP access is aligned with the user's CRM permissions and role within the organization.
Project Creation and Management:
If an APP project does not exist for a CRM organization, the first user from the CRM org to log in will automatically create an APP project. The project will be named after the CRM organization. Example: When the first user from "The Organization" logs in, a new project titled "The Organization" will be created on flowsbeta (XAP platform).
Email Restrictions:
User email must have not been existed in APP, otherwise AP user corresponding to CRM user won’t be created and the CRM user can’t use the embed
Caution:
When an APP project is created, all components (pieces) are available by default. This means the newly created project will have full access to APP functionalities unless specific pieces are removed.
Embedding XAP in CRM:
Users can access the XAP embed from the CRM by navigating to Tools > Features > XFlows. This is where the embedded XAP interface is available for users to interact with. Lastly, embedded XAP is located at Tools > Features > XFlows
The XAP Embed feature in CRM provides seamless integration of XAP functionality within the CRM interface, enhancing user workflows and reducing the need for switching between platforms. With customizable roles and automatic project creation, users can easily manage XAP projects based on their CRM role permissions.