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.	Checklists Template setup page when creating global journeys. Create Journeys flow in the Journeys app when creating personal journeys.

Configure Category Security

Follow these steps to configure category security based on a journey template:

1. Go to Setup and Maintenance work area or My Client Groups > Employment.
2. Search for and click the Checklist Templates task or quick action.
3. Click Category Security then select a category.
4. In the Assigned Roles: <Category>, click Add.
5. Select the role name in the Search and Select Roles dialog box.
6. Click Add.
7. Click Save.