Journey designer: how to enable that the employee sees all lifecycle event activities

[Tiina]

Hi,

currently it seems that only manager and mentor are able to see in Journey portal page all activities that are related to an onboarding journey, but the employee sees only those activities that are assigned to the employee self. How can I enable that the employee has the same view about the activities than manager and mentor?

[JamesEcoStratus · Accepted solution]

To enable employees to have the same view of all activities related to an onboarding journey as managers and mentors in the ServiceNow Journey portal, you will need to modify the access control and visibility settings. Here are the steps to achieve this:

Identify the Onboarding Journey Table:

First, identify the table that stores information about the onboarding journey and its related activities. This table could be a custom table or one of the ServiceNow out-of-the-box tables.

Modify ACLs (Access Control Lists):

Access Control Lists control who can access and perform actions on records in a table. To allow employees to view all activities related to the onboarding journey, you'll need to modify the ACLs accordingly.

Navigate to "System Security" > "Access Control" > "Roles."

Select the appropriate role that employees have in your organization. This could be something like "Employee" or a custom role.

Locate the ACL for the onboarding journey table (e.g., the "Read" ACL) and modify it to include the necessary permissions for employees to view all records.

For example, you might modify the ACL to include both "Employee" and "Manager" roles to grant read access to employees.

Modify the Journey Portal Page:

The Journey portal page might use a specific widget or module to display onboarding activities. Ensure that this widget/module is configured to show all relevant activities, regardless of the assignment.

Update the Journey Portal Scripting (if necessary):

If the Journey portal uses any client or server-side scripting that further filters activities based on the current user's role or assignment, you may need to modify this logic to accommodate the desired behavior.

Test the Changes:

After making these modifications, test the behavior by logging in as an employee and confirming that they can now see all activities related to the onboarding journey.

Monitor and Review Permissions:

Regularly monitor and review the permissions and access control settings to ensure that they align with your organization's security and privacy requirements.

Please note that modifying access control settings and permissions should be done with caution to ensure data security and privacy. It's essential to thoroughly test the changes in a non-production environment before applying them in a live environment. Additionally, consider documenting these changes for future reference and compliance purposes.

Good Luck,

James

[Tiina]

Thank you James, this might be a possible way to try to solve this issue!