Enable Security for Tasks in Journey Task Library

  1. Go to My Client Groups > Journeys Setup > Task Library.
  2. Select Actions > Security for the task to configure.
  3. Select Yes for Enable Data Security.
  4. Select Add.
  5. Enter and select the role for configuring security.
    Note: You need to add at least 1 role to save the security configuration.
  6. Select the value for Configure and View task action based on whether you want to allow access.
    Note:
    • You can use the Configure access to control who can access the task library UI and modify the task. The View access controls who can add the task to a journey template, task library, or an assigned journey.
    • If you select No for View access, ensure that the No value is also selected in the Let All Roles View drop-down list because it takes precedence.
  7. Select Save two times.