Secure Journey Template Operations

You want to configure security for a specific Offboarding Journey template. For this template, you want a HR specialist to be able to perform all operations, but a line manager to perform only certain specific operations.

Based on the configuration you make, users will be able to perform only those configured operations based on their role.

Before You Start

1. Create the Offboarding Journey template.
2. You should select the Enable data security check box to enforce security.

Secure the Offboarding Journey Template

1. Go to Setup and Maintenance.
2. Search for and click the Checklist Templates task or quick action.
3. Open the Offboarding Journey template and click the Security tab.
4. In the Journey Template Operations section, add the Human Resource Specialist and Line Manager role.
5. Select the options as indicated in this table for each of the roles.

   Configuration Options	Human Resource Specialist Role	Line Manager Role
   Enabled	Yes	Yes
   Configure Journey	Yes	No
   Explore	Yes	Yes
   Assign to Self	Yes	No
   Assign to Others	Yes	Yes

6. Click Save and Close.

When you configure this, here’s what happens:

• The Human Resource Specialist can configure the journey template, view this journey on the Explore tab and in List of Vales (LoVs), and assign this journey to themselves and others in their person security profile.
• The line manager can view the journey on the Explore tab and in LoVs and assign this journey to others in their person security profile. A line manager can’t configure the journey template and assign this journey to themselves.