How You Secure Journey Template Category
You can use Category Security to control what categories users see when creating templates in the Create Checklist Template page and when creating a personal journey in the Journeys app.
For example, you can restrict a line manager to create journeys only of the Compensation category.
Ensure that the ORA_PER_JOURNEY_SECURITY_ENABLED profile option is enabled.
When securing the category, you can provide a role access to either of these options:
- Specific categories
- All categories
This table highlights the key points you need to keep in mind when configuring category security.
Security Configuration Option | Where You Configure This | What This Configuration Determines | Which Page is Impacted |
---|---|---|---|
Journey Category | Checklist Templates page > Category Security tab > Checklist Categories | Roles that can select this category when creating a journey. |
|
Configure Category Security
Follow these steps to configure category security based on a journey template:
- Go to Setup and Maintenance work area or My Client Groups > Employment.
- Search for and click the Checklist Templates task or quick action.
- Click Category Security then select a category.
- In the Assigned Roles: <Category>, click Add.
- Select the role name in the Search and Select Roles dialog box.
- Click Add.
- Click Save.