To configure security for journeys in Oracle HCM Cloud, you can utilize Category Security and Journey Template Operations settings. Here’s a breakdown of the steps and considerations based on the provided information:
Secure Journey Template Category
- Enable Profile Option: Ensure the
ORA_PER_JOURNEY_SECURITY_ENABLEDprofile option is enabled to use category security. - Configure Category Security:
- Go to the Setup and Maintenance work area or My Client Groups > Employment.
- Search for and click on the Checklist Templates task or quick action.
- Click on Category Security, then select a category to restrict access based on roles, deciding whether a role can access specific categories or all categories.
Secure Journey Template Operations
- Access Security Settings: Navigate to a specific template’s Security tab, where you can configure which roles can perform certain operations on the journey template.
- Operations Settings:
- Configure journey: Determine which roles can manage the journey.
- Explore: Define which roles can view the journey.
- Assign to Self: Specify which roles can assign the journey to themselves.
- Assign to Others: Control which roles can assign the journey to others within their person security profile.
- Implementation Steps:
- Access the Checklist Templates task or quick action within the Setup and Maintenance work area or My Client Groups > Employment.
- Open the journey template and click on the Security tab.
- In the Journey Template Operations section, add roles and configure permissions as needed.
- Considerations:
- Configuring security impacts who can view, manage, and interact with journeys and tasks.
- Changes made in security settings are specific to the journey or task and do not apply globally.
- Template level and assigned journey level security configurations are not supported in HCM Data Loader.
- Security configurations are applicable only within the Journeys app and the Allocate Checklists quick action, not extending to the Onboarding and Checklist Tasks apps.
By carefully configuring these security settings, organizations can ensure that only authorized users can create, view, or modify journeys, enhancing data privacy and compliance within Oracle HCM Cloud.