How You Secure Journey Template Category

You can use Category Security to control what categories users see when creating templates in the Category Security Redwood 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.

When securing the category, you can provide a role access to either of these options:

Specific categories
All categories

If you use the classic Checklist Template page and click the Category Security tab, you will be redirected to the Category Security Redwood page.

Ensure that the ORA_PER_JOURNEY_SECURITY_ENABLED profile option is enabled.

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	My Client Groups > Journeys Setup > Category Security	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:

On the home page, click the My Client Groups tab.
Under APPS, select Journeys Setup.
On the Journeys Setup page, click the Category Security action.
On the Category Security page, click Create.
Add the details in the New Category panel drawer and click Save.
Click the Security icon for the category you created on the Category Security page.
Click Add.
Select the role and status.
Click Save.