How do I configure the access level property for a journey template?

When creating or editing a journey template, you can define its visibility by using the Access Level property based on the type of template:

  • Global journey template: Configure the access level from the Journey Setup page
  • Personal journey template: Configure it directly in the Journeys app

This table shows the access level options available and their usage behavior.

Access Level Option Usage Use Case
Assignee Only This option is selected if the journey is private.
  • The employee can self-assign and start the journey
  • The journey is only visible to the employee who self-assigned it
  • No other user, including managers or HR specialists, can access the journey

This is the current default behavior for self-assigned private journeys.

Note that the configured display properties don't apply to a self-assigned private journey.

An employee starts a self-assigned career development journey. Only the employee sees it on the My Journeys tab and it's not visible to others.
User with Assignee or Journey Template Access This option is selected if the journey is public.
  • The employee can self-assign and start the journey
  • The journey can be accessed by the assignee and others with appropriate person or journey template security (for example, line managers or HR specialists)

Note that the configured display properties are applied to a self-assigned public journey.

An employee starts a self-assigned global compliance journey. The journey appears on the My Journeys and Assigned Journeys tabs and line managers and HR specialists can view progress of the journey.

Self-assigned journeys are displayed on the My Journeys and Assigned Journeys tabs based on the access level of users. This table shows how global and personal journeys are displayed based on the access level configuration.

Access Level Configuration Displayed on My Journeys Tab Displayed on Assigned Journeys Tab
Global journey template – Assignee Only Yes No
Global journey template – User with Assignee or Journey Template Access Yes Yes
Personal journey template – Assignee Only Yes No
Personal journey template – User with Assignee or Journey Template Access Yes Yes

To configure the access level property for a journey template, follow these steps:

  1. Go to My Client Groups > Journeys Setup > Journey Templates.
  2. Click the journey name where you want to configure the access level property.
  3. Under the Overview tab, Basic details section, click the Edit Basic details icon.
  4. Select the access level that you want.

    Select the Assignee Only value if you want to make the assigned journey as private and the User with Assignee or Journey Template Access value if public.

  5. Click Save.